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Find guides, tutorials, and answers to common questions about Analyze Portfolio.

Getting Started

(1 article)

Getting Started with Analyze Portfolio

Learn how to create your account, set up your first portfolio, and start tracking your investments in minutes.

Portfolio Management

(6 articles)

Creating and Managing Portfolios

How to create, edit, duplicate, and delete portfolios. Manage multiple portfolios for different strategies.

Adding and Removing Positions

How to add stock positions, set cost basis, and manage holdings within a portfolio.

Recording Transactions

Track buy, sell, dividend, and split transactions for accurate performance tracking.

Importing and Exporting Data

Import positions from CSV files and export your portfolio data for backup or analysis.

Sharing Portfolios

Generate public share links so others can view your portfolio's holdings and performance.

Watchlist and Price Alerts

Track stocks on your watchlist with groups, notes, target prices, and automated price alerts.

Charts & Analysis

(3 articles)

Portfolio X-Ray Analysis

Understand your portfolio's sector allocation, geographic exposure, concentration risk, and dividend breakdown.

Performance Tracking

Track returns over time with detailed performance attribution, benchmarking, and historical analysis.

Risk Analysis

Assess your portfolio risk with volatility metrics, concentration analysis, and drawdown tracking.

AI Research

(2 articles)

AI-Powered Stock Research

Use AI-powered analysis to research stocks, run portfolio health checks, and discover new investment ideas.

Smart Search and Stock Discovery

Find stocks using natural language AI search or direct symbol lookup.

Account & Billing

(2 articles)

Plans and Pricing

Compare Free, Pro, and Premium plans. Understand what each tier includes and how to upgrade.

Managing Your Subscription

How to upgrade, downgrade, or cancel your subscription and manage payment methods.

FAQ

(2 articles)

Data Providers and Live Prices

How Analyze Portfolio sources live market data from multiple providers with automatic fallback.

Supported Asset Types and Markets

What types of investments you can track: stocks, ETFs, crypto, and international markets.

Troubleshooting

(2 articles)

Troubleshooting: Prices Not Loading

What to do when stock prices are not updating, showing as zero, or displaying errors.

Troubleshooting: Account and Login Issues

Solutions for login problems, password resets, email verification, and account access.

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