Your stuff

Portfolio, watchlists, alerts, tracking, notes and the newsletter.

• PortfolioFree + Pro. Part of this works on Free; the sections marked Pro need DocStoX ProAdd your holdings once and see live P&L, allocation, day change and the analytics DocStoX runs on them.
• Import holdings and connect a brokerBring your holdings in from a broker CSV or a broker connection instead of typing them.
• Investment committeePro. This feature needs DocStoX ProA structured bull and bear review of your portfolio, written by DoXy from your own holdings.
• WatchlistsFree + Pro. Part of this works on Free; the sections marked Pro need DocStoX ProKeep the stocks you are following in lists, scan them at a glance, and check watchlist health.
• AlertsFree + Pro. Part of this works on Free; the sections marked Pro need DocStoX ProChoose which market events reach you, for which stocks, and how: in the app, by email or on your phone.
• TrackingPro. This feature needs DocStoX ProTell DocStoX what you care about once, a stock, a theme or a screen, and see what will reach you about it.
• Notebook and notesFree + Pro. Part of this works on Free; the sections marked Pro need DocStoX ProWrite notes against stocks, keep your conclusions, and get insights from what you wrote.
• The newsletterFree + Pro. Part of this works on Free; the sections marked Pro need DocStoX ProThe DocStoX Newsletter: a daily market brief, twice a day. What is in it, when it arrives, and how to subscribe.
• Your morning briefPro. This feature needs DocStoX ProA brief built from your own positions each morning, and how it differs from the newsletter.
• Notifications and emailFree + Pro. Part of this works on Free; the sections marked Pro need DocStoX ProThe notifications page, the bell, alert pop-ups and the email preferences you can change.