A portfolio is like an account at your broker. Your positions are in portfolios.

TradeStops offers two types of portfolios:

  • Investment. They contain positions you own.
  • Watch Only. They contain positions you don’t own. These are the ones that interest you.

You can manage Investment Portfolios in many ways.

  • Synchronized – We automatically download your positions and periodically update changes to your portfolio(s)
  • Manually – Input and track investments in TradeStops
  • Importing – Import your portfolio via a CSV file

By default, we allow you to create up to 20 portfolios. If you need more portfolios, please Contact our customer success team.

We will go over how to create portfolios here.

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