Our New Stansberry Investor Portfolio Manager

 

Our New Stansberry Investor Portfolio Manager

Dear subscriber,

We are improving how you manage your portfolios on Stansberry Investor.

We hope this new Portfolio Manager launch will change how you use Stansberry Investor forever... as well as enhancing your Stansberry Research subscriptions.

Our new Portfolio Manager tool takes our previous position and portfolio tracking management and combines it with proprietary Stansberry Research indicators to give you a real-time glimpse of your entire portfolio's health.

Don't worry. All portfolios that you previously have created or imported are still available.

And if you have not yet created, imported, or saved a portfolio, you will see a prompt to explaining how to create your first portfolio. You can either add each individual transaction, import a CSV file, or upload it directly from your broker's website.

Once you have created a portfolio, you will see the portfolio overview. This shows you everything you need to see, including Total Gains/Losses, Value, Cost, and Position/Sector breakdowns.

You will also notice one of our strongest new features – Portfolio Analysis by Stansberry. This proprietary analysis provides a single score from zero to 100 that assesses your portfolio's health in real time.

Open the portfolio and you will see the individual positions listed as well as the ability to view the position at the transaction level. This will account for shares purchased, dividends paid, and shares sold. And the Add Transaction button allows you to add to your position, sell part of a position, or sell the whole position.

We'll have more upgrades to Portfolio Manager in the coming weeks and months. So please take some time to use the new Portfolio Manager and let us know any feedback you may have via e-mail at info@stansberryinvestor.com.

We wish you continued health and safety,

Mark Friske
Stansberry Investor Product Coordinator

 

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