Portfolios are where research becomes intentional. They help you keep track of the names you want to revisit — and the positions you already hold — without diluting your focus across hundreds of stocks. You find all of yours under Portfolios in the top navigation, at /portfolios. Portfolios are personal to your account.
What belongs in a portfolio
A portfolio should contain companies that passed some initial quality bar:
- names surfaced by a screen that deserve more research
- businesses you want to buy at a better valuation
- current holdings you want to monitor closely
It should not become a dumping ground for every stock that looked interesting once.
Create a portfolio
Start a new portfolio from the Portfolios page (/portfolios/new), or open the Portfolio Builder to assemble a list with search and AI suggestions before you save it. A portfolio can be a plain list of tickers or carry positions with shares, average price, and target weights.
Organize by decision context
Strategy portfolios
Create portfolios for distinct strategies such as value, dividend growth, or momentum. This keeps the context clear when you come back later.
Decision-stage portfolios
Another good pattern is to separate names by stage:
- researching
- ready to buy
- owned
- exited but worth rechecking
Keep entries actionable
When you review a portfolio, you should quickly understand why a stock is there. Use the notes on each position to record the reason. If the reason is unclear, either add fresh context or remove the name.
Review portfolios on a schedule
Re-rank your best candidates
A portfolio is most useful when you compare entries against each other. Which businesses improved? Which no longer fit the original thesis? Which ones deserve deeper work now?
Remove stale names
If a company has not mattered for months and still has no clear place in your process, remove it. A shorter portfolio is easier to trust.
Connect portfolios to your other workflows
Portfolios work best when they sit between discovery and monitoring:
- Find candidates in the Screener and save the rules as a screen
- Save the strongest names to a portfolio
- Run a Screener Quickcheck to see how the portfolio holds up against one of your screens
- Pair the portfolio with a screen in Monitoring when you want regular checks
Practical guidelines
Fewer names is usually better
If every portfolio contains dozens of names, you lose the benefit of prioritization. Keep the list short enough that every company can realistically be reviewed. On the Free plan a portfolio holds up to 20 stocks; on Pro, up to 100 — see Plans and Quotas.
Group similar businesses together
Comparisons become easier when names in the same portfolio are there for similar reasons.
Related workflows
- Learn how to design good criteria in Designing Screens
- Add recurring review logic with Monitoring