- Manage your stock portfolio actively with InvestingPro, gaining instant access to detailed information about owned shares.
- Retrieve current financial results and forecasts for portfolio stocks on a single screen, and actively contribute to portfolio strength with customizable criteria.
- Beyond portfolio tracking, use InvestingPro to create watchlists, access professional investors' portfolios, and stay informed about smart money movements.
- Secure your Black Friday gains with InvestingPro's up to 55% discount!
Active portfolio management is crucial for effectively managing savings in financial markets, especially for stock investors navigating fast-paced markets. With InvestingPro, investors can register their owned shares on the platform, gaining instant access to detailed and up-to-date information about these assets.
By leveraging InvestingPro, investors can promptly retrieve current financial results and forecasts for the shares in their portfolios, all on a single screen. The platform's dynamic feature allows for the comparison of shares using customizable criteria based on hundreds of financial models, actively contributing to the creation of a robust portfolio.
Beyond professional portfolio tracking, InvestingPro offers the flexibility to create a watchlist from a vast stock database worldwide, simplifying the identification of investment opportunities. Additionally, users can tap into regularly updated portfolios of professional investors and institutional firms, gaining insights into sectors of focus and staying attuned to smart money movements.
How to Track Your Portfolio on InvestingPro
Upon logging into the InvestingPro platform, initiating a new watchlist is a breeze. Clicking on the designated tab in the upper right corner provides options to create a new watchlist or access and replicate portfolios from a pool of 3,955 individuals and institutions.
Opting to create a new watchlist involves naming the portfolio and selecting the desired stocks for tracking.
Source: InvestingPro
As in the example below, after selecting the stocks, we are presented with a detailed table where we can quickly compare the general market outlook of the relevant companies, starting from the asset price. By taking a quick look at the data in the market outlook tab, we can quickly determine whether these stocks are overvalued or undervalued by checking the fair value prices calculated by InvestingPro based on financial models, even if we have no information about the stocks.
In addition, this prediction is reinforced by analysts' target price estimates, providing a more consistent forecast. Scrolling through the table, we can see that the ratios presented based on current data help you conduct a more detailed fundamental analysis of the stocks in your portfolio, but it doesn't stop there.
Source: InvestingPro
You can also evaluate the portfolio according to the data on risk, efficiency, forecasting, and financial health at the top of the table. Thus, you can shape your perspective on companies according to the criteria you want, in line with the view that every investor's risk perception is different.
In addition to the fair value price, which is determined according to detailed financial model calculations and provides an idea about the value of the share, you can also have a target price for the share. By recording this target price in the portfolio list we will create on InvestingPro, you can track the distance of the share price to your target as well as its fundamental data in detail.
Source: InvestingPro
Let's assume that you have a target price of 204 dollars for the share AAPL in the example table. When you enter the relevant section and type this target price, you will see a table.
In this table, you can see the distance of the target price from the current price, as well as what the company's market capitalization, P/E ratio, and the ratio of market capitalization to the last 12 months' revenue will be when your target price is reached.
This information will help you test the appropriateness of the target prices you can obtain from technical analysis to fundamental analysis. In fact, the forecasts section also includes the ratios that the relevant company may reach in a 1-year period.
Source: InvestingPro
No investor wants to hold a company in their portfolio that is in poor financial health. Therefore, with InvestingPro, you can regularly monitor the current financial health of the companies in your portfolio, see possible deterioration or development as an early warning, and re-evaluate your investments. In addition, the financial health is scored on a 5-point scale, which helps you quickly assess the financial health of the company.
In addition, you can download your portfolio according to instant data with the export feature and then easily compare it with the changes in quarterly data.
Source: InvestingPro
This detailed portfolio tracking can also be made richer with the analysis section, which can be accessed from the top right corner of the screen. In the analysis section, you can quickly see your portfolio's dividend yield, last one-year return, return comparison with S&P 500, and sectoral breakdown.
On the analysis page, you can rank the stocks you follow according to 13 different criteria and quickly identify the strong and weak stocks of the portfolio according to these criteria.
Source: InvestingPro
As you can see, InvestingPro offers you professional tracking of your portfolio as one of the platforms that offers the largest database in the sector, beyond just price tracking in a ranked list. InvestingPro also has a user-friendly design, making it easy to use for both beginners and professional investors.
Copy Professionals' Portfolios
Another important feature of InvestingPro is that it allows you to instantly see the portfolios of the best investors and companies in the industry. In addition to creating your own portfolio, you can review nearly 4,000 portfolios in the ideas section of the platform's right menu and start following them closely by copying the portfolios that match your risk profile.
Source: InvestingPro
To do this, simply copy any of the hundreds of portfolios that will appear when you click on the ideas tab. The stocks in that portfolio will be automatically added to your watch list.
You can also narrow the selection according to the criteria you set with the filtering feature on the left side of the best ideas page and select the portfolios that suit you more quickly. You can also use the search tab to find nearly 4,000 portfolios by typing the name of the person or organization you want to follow.
Source: InvestingPro
If you want to examine the portfolios in detail in this section, which offers a unique idea for creating a portfolio, just click on the relevant card. You can then switch to the analysis section of the portfolio you have selected and learn more about the details of the stocks.
InvestingPro is one of the market's richest databases for fundamental analysis, providing detailed information on stocks from almost every region of the world, and the service is available in 24 different languages.
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We can imagine how hard it can be to miss out on stocks whose prices are skyrocketing.
That's why we're offering up to 55% off InvestingPro subscription plans on Black Friday. This will make it much easier for you to stay informed about the market and seize the next opportunity.
Disclaimer: This article is written for informational purposes only; it does not constitute a solicitation, offer, advice, or recommendation to invest as such it is not intended to incentivize the purchase of assets in any way. I would like to remind you that any type of asset, is evaluated from multiple points of view and is highly risky and therefore, any investment decision and the associated risk remains with the investor.