Skip to Content
  1. Help Center
  2. User Guide

User Guide

Portfolio Manager

Track your investment portfolio, evaluate your strategy, and create watchlists of potential opportunities.

Create your Portfolio(s)

From the home page, click on the Portfolio tab. You’ll then see the options of Portfolio and Watch List. The default options of Create New and Portfolio will allow you to create your first portfolio.

Name your portfolio and add holdings

Type in each holding’s ticker or name, number of shares, purchase date and purchase price. When you’ve entered all your holdings, enter your portfolio name and click Done.

Set your portfolio views

With your portfolio created, you can select from the following Tracking views:

  • Snapshot
  • News and Opinions
  • Intraday
  • Gain/Loss
  • Fundamental
  • Insights

Create your custom view by clicking on My View, select Customize My View and choose your preferred data points, up to a maximum of 35 columns. Once you’ve completed your selections, click Save. Your newly created view will now be found under My View.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.