Portfolios
Track your holdings manually, explore curated Model Portfolios, and link your brokerage account via Plaid.
Quick checklist
- Create a portfolio and add a sample transaction
- Switch between Positions, Transactions, and Analytics tabs
- Review the portfolio chart for trend insights
- Browse Model Portfolios and open one to inspect holdings
Pro tips
- Share a portfolio with a collaborator when you want help tracking it — permissions keep ownership intact.
- Toggle DRIP settings per holding to model reinvested dividends.
- Use Model Portfolios as research inspiration, then recreate positions in your own portfolio to track them.
- The portfolio chart and the BackTester use the same underlying price data, so numbers stay consistent.
Portfolios are your workspace for tracking investments. Enter trades manually, browse curated models, or connect your brokerage — the same powerful analytics apply.
Create and manage portfolios
Use the selector at the top to switch between portfolios. The Add Transaction dialog walks you through buys, sells, dividends, fees, and transfers — edit or delete any row later.
Collaborators can be invited to shared portfolios with clearly separated permissions.
Analyze performance
Use the chart timeframe buttons (1D, 1W, 1M, 3M, 1Y, ALL) to view performance across different windows. Summary cards show total value, gain/loss, allocation breakdown, and cash levels.
The Analytics tab provides deeper portfolio-level performance metrics and insights.
Model Portfolios
Browse curated strategies built by the GNG analyst team. Each card shows the manager, description, total value, and unrealized return.
Click into any model to view it in read-only mode using the standard portfolio workspace. Models are updated regularly.
Brokerage linking via Plaid
Connect your brokerage account to automatically sync holdings and transactions. Look for the 'Connect Brokerage' option in the portfolio workspace.
FAQs
- Where do the prices come from?
- The same data pipeline that powers the Research Terminal — daily imports with complete history back to 1999.
- Can I edit or delete a transaction?
- Yes. Open the Transactions tab, choose Edit or Delete on any row, and holdings recalculate immediately.
- Can I copy a Model Portfolio into my own account?
- Open the model, review its holdings, then recreate positions in your own portfolio using Add Transaction. The model stays read-only so you always know what's original.