Portfolio Manager

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

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