Portfolio Analysis Requirements

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Smart Portfolio’s portfolio analysis provides deep insights on asset allocation and investment performance. To have your portfolio analysed, please make sure your portfolio meets the requirements presented below.

 

1) Stocks – Your portfolio requires a minimum of 7 stocks.

2) Shares – Please amount of shares of at least 10 shares in each holding (at least 7 holdings). You can edit your shares amount for your holdings in Smart Portfolio’s My Holdings page.

3) Trading Days – Please allow 2 to 3trading days for portfolio analysis to appear.

 

Smart Portfolio analyses portfolios from since they were added. Therefore, Purchase Date and Purchase Price are arbitrary and serve only as notes, they do not affect recorded performance. Smart Portfolio will soon support Purchase Dates and Purchase Prices.