From Seekingalpha · Seeking Alpha Videos · · 1m 50s
Seeking Alpha Portfolio Notes: Organize Your Investment Thesis
Seeking Alpha launches portfolio-level notes to help investors track investment theses across stocks, groups, and portfolios.
In brief
Seeking Alpha launches portfolio-level notes to help investors track investment theses across stocks, groups, and portfolios. Seeking Alpha's new Portfolio Notes feature lets users organize investment theses at portfolio, group, and symbol levels with reminders and visualizations. Originally reported by Seekingalpha.
Portfolio-level notes
Seeking Alpha adds portfolio-level notes to track investment theses across all holdings.
Custom group notes
Users can create notes for custom groups like 'Buy more' or 'Sell this' to organize investment theses.
Symbol-level notes
Investors add notes directly to individual stocks with options to link to external resources.
Portfolio reminders
Notes can be set with email or mobile alerts to check back on investment theses.
Custom views import
Users can copy existing portfolio views to new portfolios for streamlined analysis.
Dividend dashboard
New calendar view shows dividend dates, amounts, and ex-dividend dates for income tracking.
Technical indicators
Portfolio-level technical indicators like moving averages and RSI are now available for analysis.
Custom grouping
Users can categorize stocks into up to ten custom groups for portfolio analysis.
Holding period tracking
Investors can track purchase dates and calculate holding periods for stocks.
Mobile access
Portfolio notes and market data heat maps are now available on mobile devices.
Special dividends
Seeking Alpha works to incorporate special dividends into yield calculations.
View management
Users can delete or copy custom views between portfolios for consistent analysis.
Dividend calendar
Calendar view shows dividend dates, amounts, and ex-dividend dates for income tracking.
Custom group creation
Users can create custom groups like 'Buy more' or 'Sell this' for portfolio organization.
Dividend income tracking
Portfolio-level dividend income tracking shows monthly and annual projections.
Investment thesis management
Users can manage investment theses across portfolios, groups, and individual stocks.
The main idea
Seeking Alpha's new Portfolio Notes feature lets users organize investment theses at portfolio, group, and symbol levels with reminders and visualizations.
