Once your portfolio is set up, the platform keeps it up to date, analyses it, and uses it to personalise what you receive. This article explains what to expect and where to go for details.
On your Simply Wall St portfolio, you can:
a. Track your investments
Your portfolio shows what you hold and what it is worth. Linked portfolios sync from your broker, and manual portfolios change when you add transactions.
b. Analyse your portfolio
The analysis goes beyond what you own. You can review your portfolio's analysis, valuation, dividends, diversification, and see detailed returns.
The Returns Report of a Linked Portfolio is limited. If you want to have a Detailed Returns Analysis, Annualized Returns, and Easier Tax & Reporting, you may create a Manual Portfolio.
To know more about how we analyse your portfolio, you may visit: Understanding the Portfolio Returns, Analysis & Calculations
c. Weekly Portfolio Report
You will receive a weekly email covering all of your portfolios. The portfolio weekly report shows the total value and returns for the holdings depending on your subscription limit:
- Free Plan: Access to 1 portfolio with a maximum of 10 holdings.
- Premium Plan: Access to 3 portfolios, with a limit of 30 holdings per portfolio.
- Unlimited Plan: Access to unlimited portfolios with an unlimited number of holdings.
At the top of the email, it shows a market and an industry from your portfolios:
- Market: the market with the most holdings across your portfolios.
- Industry: the industry that makes up the largest share of your invested value.
d. Smart Updates
Smart Updates are personalised alerts about companies in your portfolios and Watchlists. The companies you follow determine which events may be sent to you.
Smart Updates are not limited to portfolio holdings. A company in a Watchlist can trigger them too.
To receive them, subscribe to Important Updates in your notification settings.
- Daily Batch: groups your smart updates into fewer emails, so you receive fewer emails throughout the day.
- Individual emails: receive separate emails for each smart update about your portfolio holdings.
- Push notifications: receive mobile push notifications about updates to your portfolio holdings.
You may receive updates about events such as the following information:
Category |
Events |
|---|---|
Company and financial |
Earnings, analyst forecast changes, price target changes, breakeven forecast changes, valuation updates |
Dividends |
Upcoming dividends, special dividends, new dividends, dividend increases, dividend decreases |
Corporate activity |
Mergers, executive departures, insider transactions, buybacks, equity offerings, delistings |
Risk and legal |
Auditor warnings, bankruptcy, legal issues |
e. Community Updates
Stay in the loop on popular narratives and discussions about stocks in your portfolio or watchlist. Through these updates, you can also see what other investors are focusing on for the stocks in your portfolios and watchlists. This is separate from Smart Updates, which cover company events.
To receive them, subscribe to Trending Activity on Your Stocks in your notification settings.
f. Portfolio Hub
The Portfolio Hub is a convenient feature that displays a list of all your portfolios in one place. It provides you with a comprehensive overview of the value, returns, and analysis of all your portfolios. This feature is an extension of the Dashboard widget and allows you to have a closer look at all your portfolios as an aggregate.
You can easily access all the portfolios that you own by navigating through the drop-down menu. This way, you can also view each portfolio in detail.
The portfolio hub consists of:
Section |
What it shows |
|---|---|
Total Value |
The current market value of all your portfolios combined, using end-of-day prices |
Total Return |
The overall gain or loss across all portfolios, as a cash amount and a weighted-average percentage |
Estimated Dividend |
The dividend income expected over the next 12 months across all portfolios |
Portfolio Snowflake |
The combined fundamental scores for your portfolios. This also includes the number of risks and rewards of your holdings across all your portfolios. |
Performance vs Market Chart |
How your holdings performed against the market over periods such as 7D, 1M, 3M, YTD, and 1Y. |