Platform Updates

Keep Your Investment Research with Private Symbol Notes

You can now save private research notes and context directly alongside any asset

See What's Driving Your Portfolio Returns

PortfoliosLab's new waterfall chart shows how much each holding contributed to your total portfolio return, so you can see what actually drove or dragged performance.

June 05, 26

New: Copy PortfoliosLab Pages for ChatGPT or Claude

Symbol, portfolio, and comparison pages can now be copied as structured markdown context for ChatGPT or Claude

Discussions

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asking a question about Upside capture vs Downside capture...

Nick

last mo. in General

Please add XWEM and XWEV

Raphaël Guerreiro

last mo. in New Ticker Requests

last mo. in General

last mo. in General

Please add Galderma (GALD.SW)

Allen

last mo. in New Ticker Requests

ZBAL.TO: price drop between jul 17-20 2025

Ian Brissette

last mo. in Help

Profile Settings screen: Default Benchmark

Ian Brissette

last mo. in Enhancement Requests

No historical data (lost): DXMO.TO

Ian Brissette

last mo. in General

HGRO

Dwayne Malone

last mo. in New Ticker Requests

Ticker data is not correct

Temo Khmelidze

last mo. in General

SLVR not showing correct price

Nick

last mo. in Help

Return / Risk — by metrics section and displaying it

Nick

last mo. in Help

Graph Alpha, Beta, R2

Scott

last mo. in Enhancement Requests

Liquidity - Volume

Gilmour1

last mo. in Enhancement Requests

METY.DE wrong performance

Celvin

last mo. in General

Scanners - Freeze Header and Left Columns when scrolling

Gilmour1

last mo. in General

AUEG.L has invalidate data before inception date

Celvin

last mo. in General

AINF.L no any data

Celvin

last mo. in Help

IBTS.L wrong max drawdown

Celvin

last mo. in Help

Performance and other data missing

Paul Pearson

last mo. in Help