Blog Posts Tagged with Portfolios
Sync Your Fidelity Portfolio with SwingTradeBot
Good news for those of you who have Fidelity brokerage accounts -- you can now sync your Fidelity portfolios to SwingTradeBot . Here's the current list of supported brokerages:Read More ➞
Brokerage Portfolio Syncing is Back!
Those of you who've been using SwingTradeBot for a few years may remember when I last announced portfolio syncing in 2018. Unfortunately the service I was using went out of business in 2020 and so the portfolio syncing stopped working. I was very disappointed when that service went away because the automatic syncing was a great way to stay up-to-date with SwingTradeBot's analysis on your current holdings.
Well I'm glad to announce that portfolio syncing is now back! This time it's powered by SnapTrade / Passiv. Unlike the previous service provider, this one actually has a business model -- they're charging actual money for their services. :-) (And they're backed by Y Combinator) That means two things:Read More ➞
New Feature: Sync Your Brokerage Account to a SwingTradeBot Portfolio
***We've switched to a new syncing service. See the details here***
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 ➞
New Feature: Import Stocks into Your Portfolio from a CSV File
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 ➞
SwingTradeBot's Smart Portfolios as a Google Finance Portfolio Tracker Replacement
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 ➞
Streamlined Adding of Stocks to Portfolios
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 ➞
Site Usage Tips
Accessing via a Mobile Device:
I've been asked a few times if there are mobile apps for SwingTradeBot. The answer is
no yes (there are now Android and iOS apps) , however, the site is mobile-friendly and is 100% usable on a mobile device. The vast majority of my own usage is on the website from my Android phone & 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 from view on mobile devices. You will have to scroll those tables to the side in order to see the extra data.
Pro Subscribers Account Customization
Pro-level subscribers should take advantage of the capability to define the characteristics of stocks they want to see in the scan results listings. Visit the Scan Filter Settings to define your "Tradable Universe" of stocks. This is where you can configure the site so that it only shows you, for example, stocks priced above $50 and which trade an average of 10 million shares per day. You can define this setting once instead of adjusting the scan result settings on every page load.
Similarly, pro-level subscribers can define your default chart settings so that the TradingView chart widget displays the indicators you care about.
Watchlists and Portfolios:
Rename Your Lists
While on a portfolio or watchlist page, you can click the pencil icon next to the list's name to change the name of the list.
This is more important for Pro users but all users can rename their watchlists and portfolios to something more meaningful. This will allow Pro users to more easily differentiate their multiple lists when adding stocks to them and when navigating via the menu.
Use the Hover Charts
On the scan results, Watchlist and Portfolio pages you can get a quick view of each stock's chart via the hover chart feature. On a desktop or laptop computer just hover your mouse pointer over the small chart icon next to wach stock symbol and the associated chart will pop up. If you're on mobile a single tap on that chart icon will reveal the chart. While the chart is displayed, tapping somewhere other than the stock symbol will close the chart.
View Scan Results as a Page Full of Charts
Another way to quicky view many charts is to use the "As Charts" button. That will let you see up to 20 charts at one time.
Edit or Remove List Items
In your watchlists & portfolios, you can click the pencil icons to edit an entry and click the trash can icon to remove an item.
Adding a Stock to a Portfolio
Here are some tips on adding stocks to your portfolio(s).
- Pro users can use the Portfolio dropdown to choose which portfolio they want to add the stock to
- You can enter a short position by entering a negative number of shares
- The Trailing Stops are optional but can be useful to alert you to when your position may need to be reevaluated.
Below you can see how the violated stops are highlighted in red. A glance to this part of your portfolio page can alert you to positions which may need attention. (Assuming you didn't actually enter the stop loss orders in the market with your broker.)
Many of the tables are sortable. For those which are, you can just click on a column header to sort the data by that column. Clicking/tapping that column header again will reverse the sort. I often sort the scan results listings to get to stocks which interest me quicker. Once a column is sorted, you'll see a sort order indicator to the right of the column name, as in the image below which shows a table sorted by stock symbol.
I recently added a way to drill down to the technical alerts based on the type of alert. So, for example, if you're a breakout trader, that page will make it easier to zero in on the alerts most relevant to you.
If you haven't already, please see the the "Get Started" page .Read More ➞