Holdings, Watchlist & Price Alerts
Holdings
The Holdings page shows all positions across your portfolios:
- Current price, market value, and gain/loss
- Cost basis and unrealized P&L
- Sector, dividend yield, and beta
- Quick actions: edit, add transaction, view detail
Editing a Holding
Click any holding to edit shares, cost basis, or add a transaction directly.
Watchlist
The Watchlist lets you monitor stocks you're interested in:
- Go to Watchlist
- Click "+ Add Symbol"
- Enter stock symbols
- View live prices, daily changes, and key metrics
- Click any stock to open its detail page
Price Alerts
Create alerts at Alerts to be notified when conditions are met:
Alert Types
| Type | Description |
|---|---|
| Price Above | Triggers when price reaches or exceeds target |
| Price Below | Triggers when price drops to or below target |
| Price Change % | Triggers on % movement in a single day |
| Portfolio Value | Triggers when portfolio crosses a threshold |
How Alerts Work
- Conditions are checked every 30 seconds during market hours
- A notification appears in your browser (checked every couple of minutes while the page is open)
- Alert is marked "Triggered" with a timestamp
- View alert history at Alert History