01 · Portfolio
Portfolios and sections: two levels
A portfolio is an independent list, for example “Main”, “Long term” or “Research”. A section is a folder inside a portfolio: “Layer 1”, “Semiconductors”, “Energy”. You can create up to three portfolios and as many sections as you need.
The “+ New” button creates a portfolio; sections are added inside the active portfolio.
02 · Portfolio
Themed baskets
The Portfolio page offers editorial baskets (artificial intelligence, quantum, defence, biotech…) with a documented exposure score for every company. AI never decides inclusion: every list stays verifiable. Import a theme in one click to get started.
03 · Portfolio
A portfolio connected to the whole site
The portfolio picker appears on the Heatmap, Performance, News and AI Compass. On the charts, the Portfolio panel lets you step through assets with the arrow keys in the exact order of your sections.
04 · Portfolio
Saving and privacy
When signed in, your portfolio is saved to your account and follows you across devices; no one else can read it. Without an account, a default list is shown and not saved. Learn more about data privacy.
◆ Step by step
Get started in 4 steps
- 01
Create an account
Sign up with email, Google or Apple.
- 02
Start with a theme
Pick a themed basket or a starter list.
- 03
Organise into sections
Create sections and move your assets into them.
- 04
Use it everywhere
Find your portfolio on charts, heatmap and news.
◆ FAQ
Your questions, clear answers.
01Are watchlist and Portfolio different?
No, on GraphTrade everything is called Portfolio: your tracked assets, organised into sections.
02How many portfolios can I create?
Up to three portfolios, each with its own sections.
03Do I need to enter invested amounts?
No, the Portfolio tracks assets; no banking data is requested.