Good news for you Robinhood account holders: Robinhood has been added to the list of supported brokers for portfolio syncing. Just follow the instructions to get your positions synced to your SwingTradeBot portfolio.Read More ➞
Thanks to the good folks at Trade.it and their API you can now sync your actual brokerage account to a SwingTradeBot portfolio. No longer will you have to manually add & remove positions in order to match what’s in your portfolio. SwingTradeBot will sync your portfolio a couple of times each day to keep things updated for you.
Here’s how to connect to your brokerage:Read More ➞
For a long time I've wanted to make it easier to keep my SwingTradeBot portfolios in sync with my actual brokerage portfolios. Today I've come one step closer to that goal. I just released a new feature which allows you to import stocks into a portfolio from a CSV file. There's now an 'Import Stocks' button next to the portfolio's name:
Clicking that button will open a pop-up which will allow you to select the CSV file to upload.Read More ➞
I was shocked to see the news that Google just revamped Google Finance and dropped their portfolio tracking tool. I see on Twitter that a lot of people are looking for a replacement portfolio tracker. Well I have a great solution for those folks -- SwingTradeBot's portfolios!Read More ➞
I just made it a little easier to add stocks to portfolio lists in the app. Before you were required to enter the number of shares and the entry price. Those values are still required but they now get automatically set to default values (100 shares & the average price from the latest full trading day). So now you can just click the "Add to Portfolio" button without making any other adjustments.
This should come in handy for those who don't particularly want to track actual P&L within SwingTradeBot but, instead, want to track more stocks in order to get alerts/signals on them. This makes it easier to use a portfolio as an additional watchlist.Read More ➞
Accessing via a Mobile Device:
I've been asked a few times if there are mobile apps for SwingTradeBot. The answer is no, however, the site is mobile-friendly and is 100% usable on a mobile device. A good portion of my own usage is from my iPhone & iPad, so mobile usability is very important to me. Having said that, when I really want to power through some charts, I do so on my laptop. It's so much faster to be able to open links in new browser tabs and to see all the information at once. (You can also open links in new tabs on mobile but it's just not as seamless & quick.)
It's "seeing all the information at once" where I had to make some compromises for mobile devices. There are certain places where some of the data is hidden (collapsed) from view on mobile devices. You'll need to make an extra tap in order to reveal the hidden data. On many of the tables you'll see a plus sign on the left side of each row. That signifies that some data has been collapsed/hidden from view in order to make the table fit on the screen.
You can simply tap the plus sign to reveal the hidden data.Read More ➞