← Signature Manual
Portfolio Tracker
Track your holdings, see real-time P&L, and get AI diagnostics on your portfolio health.
Step-by-Step Guide
1
Open Portfolio Tracker
Click 'Portfolio Tracker' in the sidebar to access your dashboard.
2
Add a holding
Click the 'Add Stock' button, enter a ticker, quantity, and purchase price.
3
View P&L and allocation
Your portfolio value, daily P&L, and sector allocation chart update in real time.
4
Run AI diagnostics
Click 'AI Scan' to get a full portfolio health report with concentration, risk, and improvement suggestions.
Frequently Asked Questions
Is my portfolio data private?
Yes. Portfolio data is stored securely in your account and never shared publicly.
Can I import from a brokerage?
You can paste a screenshot for OCR import or add holdings manually. Direct brokerage sync is coming soon.
