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Portfolio Builder

Use the Portfolio Builder to assemble a new portfolio by searching for stocks manually or asking an AI assistant, then save it as a simple list or with positions and target weights.

5 min read

The Portfolio Builder in ScreenerHub is a dedicated workspace for assembling a new portfolio before you save it. Use it to collect and review your candidate symbols — searching manually or asking an AI assistant — when you want to shape a portfolio thoughtfully rather than adding stocks one by one after it exists.

What the Portfolio Builder is for

The builder separates the curation step from the management step. Instead of opening a saved portfolio and adding stocks as you go, you assemble the full list first, give it a name, and save it in one action. This works well when you are starting from scratch, combining ideas from several searches, or building a portfolio for a specific thesis.

Three situations where the builder is the right starting point:

  • You ran a screen in the Screener and want to save a filtered subset of the results as a standalone portfolio.
  • You want to record holdings you already own, with shares, average price, and target weights, in one sitting.
  • You are sketching a thematic list — for example, European industrials or US dividend growers — and want to try several searches and AI prompts before deciding what to keep.

How to use it

Open the builder at /portfolios/new/builder. You need to be signed in. The interface has three main areas: a left sidebar for finding and adding stocks, a central table showing the stocks you have added so far, and a header where you name the portfolio, choose a mode, and save it.

Adding stocks manually

The Manual tab in the left sidebar is the default starting point. Type at least two characters of a company name or ticker into the search field; results appear as you type. Click the + button on a stock card to add it to your portfolio. If a symbol is already in your portfolio, the card shows as Added and cannot be added again.

When the search field is empty, the sidebar shows a set of Top Picks — a curated list of widely followed stocks for quick selection. These are useful when you want to anchor a thematic list with well-known names before adding more specific choices.

Getting AI suggestions

Switch to the AI Chat tab and describe your investment goals in plain language — for example, "stable dividend stocks for long-term income" or "high-growth technology companies with strong revenue growth." Quick prompts such as Growth stocks, Dividend stocks, Value picks, and Tech leaders fill in a starting request for you. The assistant returns a short list of suggested stocks, each with a one-line rationale. Add individual suggestions, or add all of them at once.

AI suggestions are a starting point, not a verdict. Review each name in the central table before you save.

Choosing a mode: List or Positions

The header contains a mode toggle with two options:

  • List — tracks tickers only, with current price and daily change. No additional fields are required. This is the default and works for most research portfolios.
  • Positions — records holdings with weights. The table gains columns for shares, average price, value, weight, target weight, and gain/loss, and a summary bar shows total value, the number of positions, and the allocated target weight. Click a row to open a right panel where you enter shares, average price, buy date, target weight, and notes for that position.

In Positions mode the right panel also compares the current weight with your target and suggests whether to increase or decrease the position; a position within one percentage point of its target is shown as on target. The allocated weight in the summary bar turns green at exactly 100% and red above it.

You can switch modes while the builder is open without losing the stocks you have added.

Naming and saving

Type a name into the input field in the top-left corner; ScreenerHub generates the URL slug from it automatically. When you are ready, click Save. The builder creates the portfolio and opens its detail page at /portfolios/[slug]. Cancel discards the session and returns you to your portfolios.

A name and at least one stock are required before you can save.

The builder vs the portfolio detail page

Once a portfolio is saved, you manage it from its detail page, which you reach from Portfolios in the top navigation. The detail page lets you add or remove individual stocks, edit positions and notes, see the allocation breakdown, and run a Screener Quickcheck against one of your screens.

The builder is only for creating a new portfolio. If you want to add stocks to an existing portfolio, open its detail page and use Add Stock there.

Common patterns

Screen-to-portfolio handoff. Run a screen in the Screener, review the results table, and note the symbols you want to track. Open the builder, use the Manual tab to add them one by one, and save as a named portfolio. You now have a stable set of names to monitor over time.

AI starting point, personal refinements. Ask the AI Chat tab for a theme you follow, add the suggestions, remove the names that do not fit your thesis, add a few of your own via the Manual tab, then save.

Thematic allocation sketch. Switch to Positions mode before you start adding names. As you add each stock, open the right panel and assign a target weight. Save when the allocated weight reaches 100%.

What it is not

The builder does not run a screen. It has no filter criteria, operators, or pass/fail logic. If you want to find stocks that meet quantitative rules, use the Screener to build and run a screen first, then bring the results into the builder.

The builder does not edit existing portfolios. Saving always creates a new portfolio. To update an existing one, open it from the Portfolios page.

The builder is not a brokerage-linked tracker. Positions mode captures shares, prices, and target weights, but it does not connect to a brokerage, track realized gains, or import transactions automatically.

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