Chapters in Portfolio & Risk Management
Chapter 2 of 6 · 4 min read
Tracking holdings, activity and your watchlist
Import holdings, log trades and keep a watchlist for names you want but do not yet own.
A portfolio view shows each position, its cost, current value, day change and total P&L, plus NAV for the whole book. An activity log records every trade and corporate action so realised gains are traceable.
Watchlist
A watchlist tracks names without a position. Pair it with alerts so you are notified at the levels you decided on in advance.
Importing
You can add holdings manually or import a broker statement. Always verify quantities and average prices after import.
Key takeaways
- Accurate cost basis drives everything downstream.
- Log every trade; tax depends on it.
- Use a watchlist plus alerts instead of impulse buying.
Put it into practice
Open the live page on Market Intelligence and see this concept on real data.
Keep learning
- Alerts: let the market come to you · Technical Analysis & Trading Tools
Education only, not investment advice. Updated 2026-10-09.