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How Portfolio Tracker Works

A comprehensive guide to understanding every feature of our platform. See exactly what you'll get and how it will help you make better investment decisions.

The 30-Second Overview

Portfolio Tracker transforms your list of holdings into actionable intelligence. Here's what happens when you use our platform:

1. Input Holdings

Add your stocks via CSV upload or manual entry

2. We Analyze

Our algorithms calculate 50+ metrics in seconds

3. Visualize

See your portfolio through interactive dashboards

4. Act

Receive signals and insights to optimize allocation

Step 1: Input Your Holdings

Multiple Ways to Add Your Portfolio

We've made it easy to get your holdings into our system, no matter where you currently track them.

CSV Import
Export your holdings from any brokerage and upload the CSV file. We support formats from all major brokerages including Fidelity, Schwab, TD Ameritrade, Robinhood, E*TRADE, and more.
1
Export your positions from your brokerage
2
Upload the CSV file to our platform
3
We automatically map columns and validate data
4
Review and confirm your holdings
Manual Entry
Prefer to enter positions manually? Our intuitive interface makes it easy to add holdings one by one with real-time symbol lookup and price verification.
1
Search for a stock by ticker or company name
2
Enter your shares and average cost basis
3
Add optional notes or tags for organization
4
Repeat for each position in your portfolio
Sync & Update
Keep your portfolio up to date with easy sync options. Update prices in real-time and adjust positions as you make trades.
1
Prices update automatically throughout the day
2
Add new positions or close existing ones
3
Record dividends, splits, and other corporate actions
4
Track multiple portfolios separately

Supported Brokerage Formats

We automatically detect and parse CSV exports from: Fidelity, Charles Schwab, TD Ameritrade, Robinhood, E*TRADE, Vanguard, Interactive Brokers, Webull, M1 Finance, and most other major brokerages. Custom CSV formats are also supported with our column mapping tool.

Step 2: Analysis Engine

Deep Portfolio Analysis

The moment you add your holdings, our analysis engine gets to work. Here's everything we calculate and why it matters.

Sector Allocation Analysis

Understand how your portfolio is distributed across the 11 GICS sectors. Identify overweight and underweight positions relative to market benchmarks.

  • Visual breakdown by sector with interactive charts
  • Comparison against S&P 500 sector weights
  • Identify concentration risk in specific sectors
  • Historical sector allocation changes over time
Example Insight

"Your portfolio is 35% Technology, which is 7% overweight vs the S&P 500. Consider rebalancing if you want to reduce sector-specific risk."

Market Cap Distribution

See how your investments are spread across large-cap, mid-cap, and small-cap stocks. Different market caps carry different risk/reward profiles.

  • Breakdown by Large Cap ($10B+), Mid Cap ($2-10B), Small Cap (<$2B)
  • Weighted average market cap of your portfolio
  • Compare against target allocation
  • Identify style drift over time
Example Insight

"78% of your portfolio is in Large Cap stocks, providing stability but potentially limiting growth. Your small-cap allocation of 5% is below the benchmark 8%."

Geographic Exposure

Even domestic stocks have international revenue exposure. We analyze where your companies actually generate their revenue to show true geographic risk.

  • Revenue-weighted geographic breakdown
  • Domestic vs. International revenue split
  • Emerging markets exposure analysis
  • Currency risk assessment
Example Insight

"While 90% of your holdings are US-listed, 42% of their combined revenue comes from international markets, with 15% exposure to China."

Risk Metrics Dashboard

Professional-grade risk analytics that help you understand the volatility and downside potential of your portfolio.

  • Portfolio Beta: Measures volatility relative to the market
  • Standard Deviation: Overall portfolio volatility
  • Sharpe Ratio: Risk-adjusted return measurement
  • Maximum Drawdown: Largest peak-to-trough decline
  • Value at Risk (VaR): Potential loss at 95% confidence
Example Insight

"Your portfolio beta of 1.25 means it tends to move 25% more than the market. In a 10% market decline, you could expect a ~12.5% portfolio decline."

Correlation Analysis

Understand how your holdings move together. High correlation means less diversification benefit, while low correlation provides better risk reduction.

  • Correlation matrix for all holdings
  • Identify highly correlated position pairs
  • Diversification score for overall portfolio
  • Suggestions for uncorrelated additions
Example Insight

"AAPL and MSFT have a 0.85 correlation—they tend to move together. Adding XOM (correlation: 0.12) would improve your diversification score."

Performance Attribution

Know exactly what's driving your returns. Break down performance by sector, holding, and time period to understand what's working.

  • Contribution analysis by individual holding
  • Sector-level performance attribution
  • Time-weighted vs. money-weighted returns
  • Benchmark comparison (S&P 500, custom)
Example Insight

"Your Technology holdings contributed +8.2% to your YTD return, while Energy detracted -1.4%. NVDA alone accounts for 35% of your total gains."

Real-Time News Intelligence

Stay informed with a curated news feed for every stock in your portfolio. Our AI filters out the noise and surfaces only the news that matters to your investments.

  • Real-time news aggregation from 50+ trusted sources
  • AI-powered filtering to show only material news
  • Sentiment analysis for each news item
  • Historical news archive for each holding
  • Breaking news priority alerts
Example Alert

"Breaking: NVDA announced partnership with major cloud provider. Sentiment: Positive. This is a material event affecting 18% of your portfolio."

Step 3: Signals & Alerts

Actionable Intelligence Delivered to You

Don't just track—take action. Our signal engine monitors your portfolio 24/7 and alerts you when opportunities or risks emerge.

Breaking News Alerts
Get instant notifications when important news breaks for any stock in your portfolio. Our AI analyzes news in real-time and alerts you only when it truly matters—earnings surprises, FDA decisions, major partnerships, and more.
BREAKINGHigh Impact

NVDA: Jensen Huang announces next-gen AI chip with 2x performance. Stock up 8% in after-hours trading. This holding represents 18% of your portfolio.

Sector Rotation Signals
Based on our proprietary sector rotation model, receive signals when sector momentum shifts. Know when to rotate from defensive to cyclical sectors and vice versa.
ROTATEMedium Confidence

Technology sector showing weakening momentum. Consider reducing exposure and rotating to Healthcare which is entering a leadership phase.

Risk Alerts
Get notified when your portfolio risk metrics exceed your defined thresholds or when concentration risk becomes elevated.
WARNINGHigh Priority

Portfolio concentration alert: NVDA now represents 22% of your portfolio, exceeding your 15% single-stock limit.

Price Targets
Set custom price alerts for any holding. Get notified when stocks hit your buy or sell targets, or when they move by a specified percentage.
ALERTPrice Target Hit

AAPL reached your target price of $200. The stock is up 15% from your cost basis of $174.

Fallen Angel Detection
Leveraging our Fallen Angels analysis, identify when quality stocks in your watchlist have pulled back significantly, creating potential buying opportunities.
OPPORTUNITYPotential Opportunity

META has dropped 18% from its 52-week high while maintaining strong fundamentals. RSI indicates oversold conditions.

Email Alerts
All plans
Push Notifications
Pro & Enterprise
Webhooks & API
Enterprise only
News Intelligence

Real-Time News That Actually Matters

Stop drowning in irrelevant news. Our AI-powered news engine delivers only the stories that could impact your portfolio.

Intelligent Filtering

We aggregate news from 50+ trusted financial sources and use natural language processing to filter out the noise. Only material news that could actually move your stocks makes it to your feed.

Sentiment Analysis

Each news item is analyzed for sentiment—positive, negative, or neutral. See at a glance whether the news is likely bullish or bearish for your holding.

Breaking News Alerts

When truly important news breaks—earnings surprises, FDA decisions, major partnerships, executive changes—get an instant email alert. You control the sensitivity and can set custom keywords.

News Archive

Access historical news for any holding. Perfect for due diligence or understanding how a stock has reacted to news in the past.

Portfolio News Feed
Live
NVDAPositive
2 min ago

NVIDIA Reports Record Q4 Revenue of $22.1B, Beating Estimates

High ImpactAffects 18% of portfolio
AAPLNeutral
1h ago

Apple to Host Spring Event Next Month, New Products Expected

TSLANegative
3h ago

Tesla Recalls 125,000 Vehicles Over Seatbelt Warning Issue

Medium ImpactAffects 8% of portfolio
MSFTPositive
5h ago

Microsoft Azure Growth Accelerates, Cloud Revenue Up 29%

Showing 4 of 12 news items today

Email Alert Settings

Customize exactly when you want to be notified. Set different alert levels for different holdings based on their importance in your portfolio.

Earnings SurprisesFDA DecisionsExecutive ChangesMajor PartnershipsAnalyst UpgradesCustom Keywords
Example Email Alert
Breaking: NVDA Earnings

NVIDIA beat estimates by 12%. Stock up 8% after-hours. This holding represents 18% of your portfolio.

View in Portfolio Tracker →
Your Dashboard

Everything at a Glance

Your personalized dashboard brings together all metrics, visualizations, and signals in one place.

Portfolio Value$124,892+$2,341 (1.91%)
Day's Gain+$847+0.68%
Total Return+24.89%Since Jan 2025
Risk ScoreModerateBeta: 1.12
Portfolio Performance
Sector Allocation
Technology35%
Healthcare18%
Financials15%
Consumer12%
Energy10%
Other10%
Holdings12 positions
Stock
Price
Qty
Open
P/L
P/L %
NVDAStop $750

NVIDIA Corporation

$892.45
15
$650.00
+$3,636.75
+37.3%
AAPL

Apple Inc.

$178.32
50
$165.00
+$666
+8.1%
MSFTStop $400

Microsoft Corporation

$425.18
20
$380.00
+$903.6
+11.9%
GOOGL

Alphabet Inc.

$156.78
30
$140.00
+$503.4
+12%
+ 8 more holdings
Portfolio News
Showing important news only
NVDAImportant

NVIDIA Reports Record Q4 Revenue, Beats Expectations

2h ago
AAPL

Apple Announces New AI Features for iPhone 17

4h ago
TSLAImportant

Tesla Faces Increased Competition in China Market

6h ago
MSFT

Microsoft Azure Growth Accelerates in Cloud Services

8h ago
4 important news items from your 12 holdings

Why Portfolio Tracker?

See how we compare to basic tracking tools and spreadsheets.

Feature
Portfolio TrackerOur Platform
Basic TrackersYahoo, Google Finance
SpreadsheetsExcel, Google Sheets
Real-time price updates
Curated news feed per holding
Breaking news email alerts
AI-filtered important news only
Automatic sector classification
Risk metrics (Beta, Sharpe, VaR)
Correlation analysis
Sector rotation signals
Performance attribution
Multiple portfolio support
Mobile alerts
Historical analysis

Security & Privacy First

We understand that your portfolio data is sensitive. Here's how we protect it:

AES-256 Encryption
Bank-level encryption for all stored data
SOC 2 Type II
Certified data center compliance
No Credential Storage
We never ask for brokerage login info
Your Data, Your Control
Export or delete anytime, no questions

Frequently Asked Questions

Got questions? We've got answers.

How does the news filtering work?

Our AI analyzes news from 50+ sources in real-time using natural language processing. We classify news by materiality (likely to move the stock), sentiment (positive/negative/neutral), and relevance to your specific holdings. Only truly important news surfaces to your feed—things like earnings surprises, FDA decisions, major partnerships, executive changes, and significant market events. You can customize sensitivity levels and choose to receive email alerts for breaking high-impact news.

How do you calculate portfolio risk metrics?

We use industry-standard methodologies including Modern Portfolio Theory (MPT) for correlation analysis, historical price data for volatility calculations, and regression analysis for beta measurements. All calculations use at least 252 trading days of historical data to ensure statistical significance.

How often are prices and news updated?

Price and news updates depend on your plan. Starter plans receive end-of-day prices and daily news digests. Pro plans receive real-time prices and news during market hours, with instant email alerts for breaking news. Enterprise plans add push notifications and webhook integrations for automated workflows. All plans receive pre-market and after-hours coverage.

Can I track options, ETFs, and mutual funds?

Yes! We support tracking of stocks, ETFs, mutual funds, and ADRs. Options support is available on Pro and Enterprise plans, including Greeks calculations and P&L scenarios. Cryptocurrency tracking is on our roadmap for Q2 2026.

How is my data protected?

We use AES-256 encryption for data at rest and TLS 1.3 for data in transit. Your portfolio data is stored in SOC 2 Type II certified data centers. We never share your holdings with third parties, and you can export or delete your data at any time. We don't require brokerage login credentials—we only work with position data you provide.

What makes your sector rotation signals different?

Our sector rotation model combines relative strength analysis, momentum indicators, breadth data, and macroeconomic factors to identify sector leadership changes before they become obvious. The same signals power our main Stock Market Rotation tool, which you can explore for free.

Can I track multiple portfolios?

Starter plans support one portfolio. Pro plans support up to 3 portfolios (perfect for separating taxable, IRA, and 401k accounts). Enterprise plans support unlimited portfolios with consolidated reporting across all accounts.

Do you support international stocks?

Yes, we support stocks listed on major exchanges including NYSE, NASDAQ, LSE, TSX, ASX, and more. Currency conversion is handled automatically using real-time exchange rates. Some analytics may be limited for stocks with less trading history or liquidity.

How do I cancel my subscription?

You can cancel anytime from your account settings. Your subscription will remain active until the end of your billing period. We offer a full refund within the first 14 days if you're not satisfied. There are no cancellation fees or long-term commitments.

Ready to Transform Your Portfolio Management?

Start your free 14-day trial today. No credit card required. Cancel anytime.