Getting Started with Pro Stock Tracker
Welcome to the Learn section of Pro Stock Tracker! Whether you’re a new user or looking to enhance your portfolio investment strategy, you’re in the right place. Our comprehensive platform is designed to offer you detailed insights and powerful tools to track your investments with confidence. This guide will help you get acquainted with the essential features and resources available to you.
What is Pro Stock Tracker?
Pro Stock Tracker is a state-of-the-art portfolio monitoring solution tailored to meet the needs of sophisticated investors. With access to over 30 years of historical data and tracking capabilities across 86 exchanges and 200,000+ holdings, our platform provides an unparalleled view of your investments. From stocks and ETFs to forex, cryptocurrencies, bonds, and mutual funds, Pro Stock Tracker consolidates all your assets into a single, user-friendly interface. Our automatic synchronization of dividends and corporate actions ensures you have the most accurate and up-to-date information. We offer a suite of analytical tools to help you make informed investment decisions and optimize your financial strategies.
How to use this section
The Learn section is designed to provide you with step-by-step guides and detailed explanations of all the features available on Pro Stock Tracker. Here’s a quick overview of what you can find:
Manage Your Portfolio
Learn how to create, edit, and delete your investment portfolios within Pro Stock Tracker.
Add a New Holding
Discover how to seamlessly integrate new assets into your portfolio and track their performance.
Import Transactions (CSV)
Understand how to import bulk buy and sell transactions from a CSV file, making it easy to update both new and existing holdings.
Holding Page
Explore the comprehensive overview of each holding’s performance and transaction history, including buy, sell, corporate actions, and dividend transactions.
Add a Trade
Get instructions on how to manually input your buy and sell trades, as well as other corporate actions.
Add a Dividend
Learn how to input and manage your dividend income, including tracking dividend reinvestments.
Performance Report
Gain insights into your portfolio’s performance over any time frame with our customizable reporting tools.
Trade Report
View a detailed record of all your transactions to understand cash flow and trading impacts.
Dividend Report
Analyze your dividend income streams and their contribution to your overall portfolio performance.
Benchmarking Report
Compare your portfolio’s performance against chosen benchmarks to evaluate your investment strategy.
Contribution Report
Break down how each holding contributes to your portfolio’s performance and identify key drivers of returns.
Diversity Report
Assess the diversification of your portfolio across various markets, countries, currencies, sectors, industries, asset classes, and individual holdings.
Multi-Currency Report
Track your portfolio’s value in different currencies to make informed global investment decisions.
Multi-Period Report
Compare your portfolio’s performance over different periods to identify trends and evaluate strategies.
Cash Account
Manage and track all cash movements within your portfolio, including deposits, withdrawals, and other cash activities.
Add to Phone Home Screen
Learn how to create a shortcut to Pro Stock Tracker on your smartphone or tablet for quick access.
Getting started
To get the most out of Pro Stock Tracker, we recommend starting with these initial steps:
Create your first portfolio
Begin by setting up your portfolio to start tracking your investments. Use the Manage Your Portfolio guide to get started.
Add new holdings
Integrate your assets into the platform using the Add a New Holding feature.
Add transactions
Use the Import Transactions (CSV) guide to bulk-upload your transaction data for ease of use, or add transactions manually through the Add a Trade and Add a Dividend features.
Explore reports
Familiarize yourself with our reporting tools to gain valuable insights into your investment performance and optimize your investment strategy to achieve your financial goals.
Feel free to navigate through each guide and make use of the detailed instructions and tips provided. Our goal is to empower you with the knowledge to efficiently track and optimize your investment portfolio. If you have any questions or need further assistance, our support team is here to help.
Happy investing!