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.