How can I track my portfolio in fintwit.ai?

Created by Evan Smith, Modified on Mon, 15 Jan at 11:08 PM by Evan Smith

To track your portfolio in Fintwit.ai, you can follow these steps:

Log in to your Fintwit.ai account, click on the Portfolio tab, create a portfolio, and enter a name for the portfolio.

Add the stocks that you own to the new portfolio.

Additionally, you can add an individual stock to your portfolio from the stock page (https://fintwit.ai/quote/<ticker>/summary)

Fintwit.ai will automatically track the prices of the stocks in your portfolio and update your portfolio value.

5. Edit your existing portfolio by clicking on 'Edit Portfolio' and the pencil icon in the portfolio table for each ticker.

6. Add new stock to your existing portfolio by clicking on 'ADD NEW STOCK' at the bottom of the portfolio table

Here are some of the advanced features of the Fintwit.ai portfolio tracker:

Set Preferences: You can set your investment preferences for the Portfolio.

Portfolio AI Insight (Pro Plan): Fintwit.ai offers a variety of tools that you can use to analyze your portfolio, such as portfolio rating, risk analysis, and alignment with the investor’s goal.

Stock Recommendation (Pro Plan): Fintwit.ai recommends stocks that align with your investment goal and complement current investment.

Portfolio Recommendation (Pro Plan): Fintwit.ai recommends actions on existing portfolio stocks.