# 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.
- Title: Seeking Alpha Portfolio Notes: Organize Your Investment Thesis
- Summary: Seeking Alpha launches portfolio-level notes to help investors track investment theses across stocks, groups, and portfolios. Seeking Alpha's new Portfolio…
- Keywords: seeking alpha, portfolio notes, investment thesis, dividend dashboard, custom group notes, symbol level notes, dividend income, market data heat map, technical indicators, dividend calendar, money, business
- Source: Seekingalpha — https://seekingalpha.com/article/4958909-inside-premium-your-full-investment-thesis-in-one-place
- Author: Seeking Alpha Videos
- Published: 2026-10-28T21:33:00+00:00
- Read time: 1 min
- Topics: seeking alpha, portfolio notes, investment thesis, dividend dashboard, custom group notes, symbol level notes, dividend income, market data heat map, technical indicators, dividend calendar, money, business
## 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.
## Key takeaway

Seeking Alpha's new Portfolio Notes feature lets users organize investment theses at portfolio, group, and symbol levels with reminders and visualizations.