Keep Your Holdings Organized and On-Strategy
Use ScreenerHub's watchlist system as a lightweight portfolio tracker. Organize your holdings by theme, monitor key metrics, and keep your investment thesis documented.
Why Use Portfolio Management
Simple & Focused
No complex portfolio imports. Just add your stocks to watchlists and start tracking.
Thematic Organization
Group holdings by investment theme — income, growth, value, or any category you choose.
Key Metrics Dashboard
See fundamental and technical metrics for all your holdings in one view.
Screening Integration
Run your watchlists through monitoring to check if holdings still meet your original criteria.
How It Works
Create Portfolio Lists
Create watchlists for your actual holdings — for example, 'Core Dividend Portfolio' and 'Growth Satellites.'
Track Metrics
Monitor daily price changes, PE ratio, dividend yield, market cap, and technical indicators for every holding.
Monitor Quality
Link a monitoring set to automatically flag holdings that no longer meet your original investment thesis.
Portfolio Management FAQ
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