Portfolio Manager

The Portfolio Manager helps you build a balanced Fair Value portfolio.

Portfolio Manager

The Portfolio Manager is a powerful tool that helps you effectively manage your stock portfolio. With this tool, you get a detailed overview of your entire portfolio (watchlist), including all stock positions, current values, and gains/losses. You can add stocks to this overview from various tools, no matter where you are. The Portfolio Manager then helps you create a well-balanced, low-risk portfolio.

The Portfolio Manager provides comprehensive performance analysis, allowing you to track the development of your portfolio over time. You receive information on total gains/losses and returns to better understand the performance of your portfolio. Keep an eye on the Fair Value and various fundamental and technical ratings. If a stock no longer has a higher Fair Value or if one of the ratings declines, consider selling the stock and adding a new Fair Value stock to your portfolio.

Furthermore, risk analysis is conducted to assist you in evaluating the risk in your portfolio. Another important aspect of the Portfolio Manager is diversification. You can review the weighting of your stock positions and ensure that you distribute your portfolio across different industries and markets to minimize risk and seize potential opportunities.

With the Portfolio Manager, you can also generate custom email reports to receive notifications when actions are needed in your portfolio. Go to your profile settings to configure your notifications. Overall, the Portfolio Manager offers a comprehensive range of tools and features to manage, analyze, and optimize your stock portfolio. It enables better control and effective decision-making for your portfolio.

Portfolio Manager — Diversification with a System

Q: What does the Portfolio Manager do?

It tracks performance, shows Fair Value context and highlights concentration. When the fair-value edge fades or ratings deteriorate, you can trim or replace positions based on data.

Q: How does it help with diversification?

Set target ranges by sector, country\/region and market cap. The manager makes imbalances visible so you can rebalance. Use Market Valuation and Sector Valuation for context.

Q: Cash buffer: how much cash should I hold?

Define a target cash quota (e.g., 5–15%) to handle volatility and new opportunities. The manager shows your actual cash share to rebalance toward the target.

Q: Where do improvement suggestions come from?

Rules like falling ratings, a shrinking fair-value gap or overweight versus targets trigger a review. Validate candidates with Stock Valuation, DCF and EV tools.

Q: Position sizing & limits—any best practices?

Set maximum weights per single stock and per sector\/region, size larger only with higher conviction and lower correlation, and reduce after band breaches.

Q: Calendar vs. band rebalancing—what should I use?

Calendar rebalancing keeps turnover predictable, while band rebalancing reacts to drift. Many combine both: periodic reviews plus bands for extremes.

Q: How do I source new ideas to fill gaps?

Use the Stock Screener and the guide on finding undervalued stocks, then value finalists in Stock Valuation.

Q: How do dividends fit into portfolio planning?

Track income share and compare with peers. Use the Dividend Yield Calculator or the Dividend Discount Model for dividend-driven valuation.

Q: Which data should I maintain for clean tracking?

Keep trades and cost basis, thesis notes with target ranges and review dates, and optionally dividend settings and a planned cash quota.

Q: Common pitfalls in portfolio construction

Overconcentration by sector\/region or theme, ignoring correlation, acting without fair-value cross-checks, and forgetting cash and execution costs.

The Portfolio Manager helps you run your portfolio in a balanced, disciplined, and transparent way. It checks every position for Fair Value vs. Price, evaluates quality (fundamentals & technicals), and ensures the right mix across sectors, countries, and size buckets (large/mid/small caps). On top of that, it suggests a cash allocation — derived from the Market Valuation — and gives you clear, actionable improvement tips.

How it works

You add stocks to your watchlist. The manager detects concentration risk, checks minimums and diversification rules (e.g., “at least 10 positions”, “mix large/mid/small caps”, “at least 4 countries”), and shows you a checklist with ticks for what’s already solid and what’s missing. The donut chart summarizes everything as “Excellent / Could be improved / Need improvement” — including prioritized next steps.

Fair Value check per position: If Fair Value > Price, the stock stays on your radar.
Quality at a glance: Fundamental and technical ratings support disciplined decisions.
Diversification built in: Sector, country, and size-bucket balance — not random picks.
Cash allocation guidance: Dynamic based on market signals — expensive ⇒ build some cash, cheap ⇒ invest gradually.

For deep dives into single stocks, use our tools like the DCF Calculator and the Sector Heatmap. This way you combine top-down discipline with bottom-up analysis.

Try it for free No financial advice. Just clear rules, signals & transparency.

FAQ: Stock Portfolio Manager

Balance diversification, fair value and risk: monitor positions, set targets for sectors/countries/sizes, define a cash buffer and act with discipline.

What does the Portfolio Manager do?

It tracks performance, shows each holding’s Fair Value context and highlights concentration. When the fair-value edge fades or ratings deteriorate, you can trim/replace positions based on data.

How does it help with diversification?

Set target ranges by sector, country/region and market cap. The manager makes imbalances visible so you can rebalance. Use Market Valuation and Sector Valuation to add top-down context before reallocating.

Cash buffer: how much cash should I hold?

Define a target cash quota (e.g., 5–15%) to handle volatility and new opportunities. The manager shows your actual cash share, helping you rebalance toward the target.

Where do “improvement suggestions” come from?

They follow simple rules: falling ratings, shrinking fair-value gap or overweights vs. your targets trigger a review. Validate candidates with Stock Valuation, the DCF Calculator and EV Calculator.

Position sizing & limits—any best practices?

Set max weight per single stock and per sector/region.
Use larger sizes only with higher conviction and lower correlation.
Reduce when a position exceeds band limits after rallies.

Calendar vs. band rebalancing—what should I use?

Calendar (e.g., semi-annual) keeps turnover predictable. Band rebalancing reacts when weights drift beyond thresholds. Many investors combine both: periodic review plus bands for extremes.

How do I source new ideas to fill gaps?

Start with the Stock Screener and the guide Find Undervalued Stocks. Then value finalists in Stock Valuation.

How do dividends fit into portfolio planning?

Track income share and compare with peers. For quick checks use the Dividend Yield Calculator or the Dividend Discount Model for dividend-driven valuation.

Which data should I maintain for clean tracking?

Trades (date, quantity, price, fees) and cost basis.
Notes on thesis, target ranges, review date.
Optional: dividend settings and planned cash quota.

Common pitfalls in portfolio construction

Overconcentration in one sector, region or theme.
Ignoring correlation—winners often move together.
Acting without fair-value cross-checks (DCF, EV/EBIT).
Forgetting cash and execution costs.

Is this investment advice?

No. Not financial advice. The Portfolio Manager provides analysis tools and structure; you make your own decisions.

Start free trial Open Stock Screener Open Stock Valuation Diversify by sectors/regions/sizes, keep a cash buffer, and act on fair-value signals.

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Stock Portfolio Manager