How can you know that you are best managing your investment portfolio? The TipRanks Smart Portfolio puts you in control of your holdings. It offers you essential insights into the stocks you own and gives you a full portfolio analysis. It even enables you to compare your portfolio to other investors, including top performers, so you can learn from the wisdom of the crowd.
Like all TipRanks tools, Smart Portfolio is easy to use and helps you make data-driven investment decisions.
Smart Portfolio is unique as it utilizes TipRanks datasets and incorporates them into your portfolio analysis. For example, it shows you news sentiment and analyst consensus for stocks you own. It alerts you if you have any ‘at risk’ stocks in your portfolio. Smart Portfolio even measures your performance, just as TipRanks measures and ranks experts, while giving you the tools you need to improve.
This is the first in a series where we’ll focus on how you can use Smart Portfolio to easily manage and optimize your investments. We are starting with how to open a portfolio and see an overview of your holdings. Here’s how it works.
Opening a Smart Portfolio couldn’t be easier. You can
– Add stocks manually
– Connect your existing portfolio (see a list of platforms below)
– Upload your watchlist from a CSV file
You can connect your existing portfolio from any of these brokers and get a portfolio analysis.
Once you’ve opened a Smart Portfolio, or a number of portfolios, you can easily track performance.
The overview section presents your portfolio returns. You immediately see the value of your holdings, your daily return, as well as monthly and total gain.
Daily Gainers and Losers
You can also see the day’s winning and losing stocks.
Compare the S&P 500, Nasdaq, Gold and the Dow Jones. While the default time range is 5 months you can easily adjust it to compare performance over 5 days, 1 month, year to date, 1 year, and 5 years.
Your Return vs. S&P 500
You can easily see how your portfolio compares to the S&P 500.
Next, find out how the news is reporting on the stocks you hold. Our Natural Language Processing algorithms have analyzed and sorted the stories so you can choose to focus on all, bullish, or bearish news by clicking on the relevant tab.
Finally, in the overview section, when you scroll down you see a list of upcoming events related to your stocks, including earnings reports and ex-dividend dates.
Where to Find Smart Portfolio
You can easily reach the Smart Portfolio tool from the header of our website.
Now, Give it a Try!
Smart Portfolio is one of our most popular tools. It’s easy to open and the overview section gives you important insights, news, and updates.
In our next installment in the series, you’ll get a deeper dive into your holdings, including how experts rate them.
In the meantime, why not get started!
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