Portfolios

Additional Features

Need some extra info on the portfolio’s more advanced features? Check out our additional demos below!

Custom Portfolio Views

Choose the metrics you see and how you see them

Launch Demo

Custom View Fields

Can’t find a metric you want to add to your custom portfolio view? You can build your own!

Launch Demo

Portfolio Performance Analysis

Dive deep into the performance metrics of your portfolio

Launch Demo

How to Link Your Brokerage Account

Want to import your portfolio directly from your brokerage account? Check out our demo here!

Launch Demo

Portfolio Change Logs

Stay on top of your investments with a detailed record of every portfolio adjustment you make!

Launch Demo

Create a New Portfolio

Check out the different ways you can build a new portfolio!

Launch Demo

Portfolio Alerts

Never miss a move that matters by setting alerts for your entire portfolio!

Launch Demo

How to Add Portfolio Holdings

Want to analyze the performance of your portfolio? You'll need to add transaction data first!

Launch Demo

Add Cash and Other Assets

Want to add non-stock assets like cash, gold or Bitcoin to your portfolio? Check out how!

Launch Demo

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.