GuruFocus launched a new version of the My Portfolios page that contains several key enhancements:
Better Integration: Share customized views and fields from the all-in-one screener to your portfolio, responding to user requests for more cohesive functionality.
Advanced Technology: The new version offers faster performance and enhanced security. Plus, we're working on connecting your brokerage accounts directly to the platform within the next two months for real-time tracking.
Mobile-Friendly: Access and manage your investments easily from any device.
The feature also allows users to set stock email alerts and daily portfolio update alerts, allowing users to receive notifications when a stock in their portfolio reaches a certain price or when there is a change in the value of their portfolio.
My Portfolios access
To access the My Portfolios feature, click on the “My Portfolios” button in the top-right corner of your browser, right below your GuruFocus avatar.
Creating portfolios
Click on the “Create Portfolio” button to create a new portfolio.
You should see a pop-up box that allows you to create the portfolio.
Enter the name of your portfolio in the “Portfolio Name” field and the symbols in the “Symbols” field. Enter the symbols separated by commas like the following: AAPL, WMT, SHSE:600519.
Note that for non-U.S. stocks, please include the exchange as well, e.g., SHSE for Shanghai-based stocks, XSWX for Switzerland-based stocks, XTER for German stocks and XPAR for Paris-based stocks. You can find the available exchanges on the following page.
A description is required, though you can simply just write something like “this is my portfolio.” For the type, select either private (only you can view it) or public (anyone on GuruFocus can view it).
Importing portfolios from Excel
You can also import your portfolio from an Excel file by clicking on “Import from Microsoft Excel file” and selecting the XLS or CSV file containing your portfolio transactions.
You should then see a pop-up that allows you to choose the Excel file to import. Please keep in mind the following:
For the "Symbol" column, please make sure that the ticker symbols are entered in "exchange":"symbol" format, e.g., SHSE:600519.
For the “Date Added” column, please make sure that the date is entered in mm/dd/yyyy format, e.g., 6/4/2024 or 6/4/24. Other formats like Yahoo Finance's "20240604" will not work.
Also, if you attempt to upload transactions without a "Cost per Share" column, you will receive a warning that the quantities will not be added.
Add stocks to portfolio from a Screener or Guru Page
You can also create a portfolio from other GuruFocus features, which include the All-in-One Screener and Buffett-Munger Screener. Click on the “Add to Portfolio” button to add the list of stocks to your portfolio.
View an existing portfolio
If you have an existing portfolio, you can access it by selecting it from the drop-down menu.
You can also view an existing portfolio or create a new portfolio from the My Portfolios Overview page.
Add additional stocks to the portfolio
Once you create a portfolio, you can add additional stocks to the portfolio by entering the stock tickers in the “Add Stocks” field and then clicking on the stock to add from the drop-down menu.
You can also add a stock to your portfolio directly from the Summary page. Click on the blue “+” button to open a pop-up box that allows you to select the portfolios that you wish to add the stock to.
You can also vote the stock as a like or dislike by clicking on the thumbs up or thumbs down button. The stock will then be added to your “Liked / Basket: Buying” portfolio or the “Disliked / Not Interested” portfolio.
Warning: GuruFocus My Portfolios does not support mutual fund positions as of the time of writing. However, exchange-traded funds are supported. If you want to add a cash position to the portfolio, please click on the “Add Cash Position” button.
Also, if you attempt to add a stock that is already in the portfolio, you will receive the “No Stock Added” pop-up message. To add transactions for the stocks in your portfolio, please consult the following tutorial article.
Edit views in portfolios
As with most other GuruFocus features, the My Portfolios layout is fully customizable. You can arrange the columns in the portfolio view using the drag-and-drop method. You can also add other columns to the portfolio by clicking on the “Edit View” button.
Click on one of the available fields to add it to the portfolio view. You can also search for a specific field by entering in the "Search for a field" box.
You can also create and add customized fields to the portfolio view by clicking on "My Fields."
Click on the "Save As" to save the view as a new name. You can also set a view as the default view by placing a checkmark on the "As Default View" button. If you want to make a view available for all your portfolios, place a checkmark on the "For all portfolio" button.
Setting daily portfolio update alerts
To set the portfolios that you wish to receive daily updates for, click on the “Email Setting” button and select the desired portfolios from the “Daily Portfolio Update” pop-up window.
You can also set a specific view to use for the "Daily Portfolio Update" emails.
Setting stock alerts
You can also set stock alerts by scrolling to the right of the My Portfolios page and then clicking on the "Alerts” tab.
Place a checkmark for each email alert that you wish to receive:
- Daily Report: Receive a daily Portfolio Update email for this portfolio
- Price up / down more than a specific percentage, e.g., 5% or 10%
- Price more than / less than the 20-day SMA, 50-day SMA or 200-day SMA
- Volume more than twice 30-day average
- New 52-week high
- New 52-week low
- Price-earnings ratio reached in specified range
- Price-to-GF-Value ratio reached in specified range
- News
- Stock events
- Transcripts
- Guru trades
- Insider trades
- 10-Q / 10-K SEC Filings
- Other SEC Filings
You can also add individual stock alerts, including target prices and customized alerts based on a fundamental field like revenue, operating margin or GF Score.
Export portfolio to Excel
To export a portfolio to Excel, click on the “Download” button in the row of buttons starting with Edit View. You can export the portfolio in XLS format or CSV format.
Use a portfolio as the universe of stocks for the All-in-one Screener
To load a portfolio as the universe of stocks for the All-in-One Screener feature, click on the “Open in Screener” button.
Some FAQs
Q1: Do I need a Premium membership to create portfolios?
A1: Free members can create up to three portfolios with up to 25 stocks per portfolio.
Premium and Premium Plus members can have an unlimited number of portfolios with up to 500 stocks per portfolio.
Q2: Can I import portfolios from Excel?
A2: Yes, you can import portfolios from Excel by clicking on the “Import” button.
The Create New Portfolio pop-up also includes an “Import from Excel” link.
Q3: Can I export portfolios to Excel?
A3: Yes, you can export portfolios to Excel by clicking on the “Export” button.
You can export the portfolio in XLS or CSV format.
Q4: Why are the “5 Years” and “10 Years” columns missing from the Portfolio Gains table?
A4: To show a five-year portfolio gain, you will need to have at least one stock whose “Date Added” is on or before the “five-year ago” date.
For example: If the current date is June 29, 2023, the five-year portfolio gain calculation will have a June 29, 2018 start date. If none of your stock positions have a “Date Added” on or before June 29, 2018, the five-year portfolio gain calculation will contain some “Divide by zero” errors as the market value of the position will equal zero for days prior to the earliest “Date Added.” As the time-weighted portfolio returns are computed daily, the “Divide by zero” errors prevent the gain calculation from displaying a valid output.
Q5: Can you add short positions in a portfolio?
A5: You can add transactions to a company stock so that the quantity column for that stock shows a negative number.
A negative number in the quantity column indicates you have a net short position in the company stock.
Q6: Why is the “Change %” column showing as zero for a stock in my portfolio?
A6: The daily percent change column may be zero for delisted companies and stocks that no longer trade on the listed exchange. Additionally, GuruFocus does some daily share price / percent-change data clean up prior to market open; further, server cache lag may temporarily result in empty results.
If you see issues with the data, please contact us and we can help you investigate the problem.
