Welcome to Analyze Portfolio
Analyze Portfolio tracks what you own and shows you what those companies actually report to the SEC. It covers portfolios in multiple currencies, filing-grounded research, and performance and risk analytics. Here is how to get started.
1. Create Your Account
Visit the registration page and sign up with your email address. You will start on the Free plan, which includes portfolios, a watchlist, price alerts, full analytics, and one filing-grounded Equity Research answer to try. Premium unlocks the research layer.
2. Create Your First Portfolio
After signing in, you will land on the Dashboard. Click "New Portfolio" to get started. Give your portfolio a name (e.g., "US Growth" or "Retirement Fund") and select a base currency. The base currency determines how your total portfolio value is displayed.
3. Add Your Holdings
Once your portfolio is created, click "Add Position" and enter a ticker symbol (e.g., AAPL, NVDA, MSFT). Enter the number of shares and your average cost per share. If you leave the cost blank, the current market price will be used.
There is also a purchase date, and it is worth filling in. Without it we assume you have held those shares for the whole period shown, so your performance and risk figures are reconstructed rather than tracked, and dividends you may never have received are left out of your income total. Leave it blank if you genuinely do not know: a guessed date produces history that looks real. You can add one later from the holdings table.
4. Explore Your Dashboard
Your dashboard shows an overview of all portfolios, including total value, daily changes, and a ticker strip of your top holdings. Click any portfolio card to open it.
5. Set Up Your Watchlist
Navigate to the Stocks Watchlist section to track stocks you are interested in but have not yet purchased. You can organize items into groups, add notes, and set price alerts.
Key Navigation
- Dashboard: Overview of all portfolios and aggregate stats
- Track Portfolios: Manage individual portfolios and positions
- Stocks Watchlist: Track stocks with alerts and notes
- Search: Find a company by ticker or name
- Portfolio Analytics: portfolio breakdown, performance, and risk analysis
- Equity Research tools: the Equity Research Assistant, Feed, Filing Review, Filings, Financials, Comps, Screener, Models, and Theme Search each have their own sidebar entry. Stock Research (the AI report on one company) opens from a company overview page or a Generate AI research action rather than the menu
- Settings: Account and subscription management
On mobile, use the bottom navigation bar with Home, Portfolios, Watchlist, Search, and More. Tap "More" to access Portfolio Analytics, the Equity Research tools, Settings, Help Center, and more.