Your stuff

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

• PortfolioAdd 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 committeeA structured bull and bear review of your portfolio, written by DoXy from your own holdings.
• WatchlistsKeep the stocks you are following in lists, scan them at a glance, and check watchlist health.
• AlertsChoose which market events reach you, for which stocks, and how: in the app, by email or on your phone.
• TrackingTell DocStoX what you care about once, a stock, a theme or a screen, and see what will reach you about it.
• Notebook and notesWrite notes against stocks, keep your conclusions, and get insights from what you wrote.
• The newsletterThe DocStoX Newsletter: a daily market brief, twice a day. What is in it, when it arrives, and how to subscribe.
• Your morning briefA brief built from your own positions each morning, and how it differs from the newsletter.
• Notifications and emailThe notifications page, the bell, alert pop-ups and the email preferences you can change.