A portfolio allows you to track your investments, monitor performance, and understand how your holdings grow over time. You can build a portfolio from scratch, import existing data, or add stocks manually to get started.
Start by creating a portfolio to organize your investments in one place. View total value, unrealized profit or loss, and track long-term performance across all your holdings.
Import your existing portfolio data to continue tracking without manual entry. Imported details such as stock symbol, quantity, purchase price, and purchase date help maintain accurate calculations.
Export your portfolio data for backup, reporting, or offline analysis. This ensures your investment records and historical performance remain accessible whenever needed.
Add individual stocks by entering quantity, purchase price, and purchase date. This provides accurate return calculations and enables detailed portfolio-level insights.
Advanced portfolio intelligence features are currently under development to help you analyze your investments and identify new opportunities.
Stock recommendations will be generated using technical indicators and historical price data. These insights aim to identify trend strength, momentum, and potential opportunities or risks under current market conditions.
Portfolio analysis will be driven by technical indicators and historical price data to evaluate performance trends, momentum, volatility, and overall market behavior of the holdings.