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How to use Stockflare to run a health check on your portfolio. Are your stocks 5 star stocks? Does Wall Street like what you own?
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Get A Health Check On Your Portfolio Shane Leonard, CFA
1. How do I add my portfolio
2. Where is the health check
3. Do I need to take action?
What we’re going to cover
1. How do I add my portfolio
2. Where is the health check
3. Do I need to take action?
What we’re going to cover
• From Search
• From any stock page
• On the Watchlist page
How do I add my portfolio
From search
From any stock page
From any stock page
1. How do I add my portfolio
2. Where is the health check
3. Do I need to take action?
Get a health check on your portfolio
• Could your stocks go down in the short term?
• Does Wall Street like your stocks?
• What is the long-term forecast?
Where is the health check
Any low star ratings
Could it go down? What’s the recommendation?
What is the long-term forecast?
1. How do I add my portfolio
2. Where is the health check
3. Do I need to take action?
Get a health check on your portfolio
• No
• But revisit your logic for owning any “bad eggs”
• Look at the competitors
• Use the Find Ideas page
Do I need to take action?
Get A Health Check On Your Portfolio Shane Leonard, CFA