Portfolio Management
Learn how to create, manage, and optimize your investment portfolios with ZapInvest's comprehensive portfolio management tools.
📊 Creating Portfolios
Portfolio Types
💰 Live Portfolio
Track real investments with actual money. Perfect for active traders and long-term investors.
🎮 Demo Portfolio
Practice with virtual money. Ideal for learning and testing strategies risk-free.
👁️ Watchlist
Monitor stocks without tracking positions. Great for research and market analysis.
Step-by-Step Portfolio Creation
- Navigate to the Dashboard and click "Create New Portfolio"
- Choose your portfolio type (Live, Demo, or Watchlist)
- Name your portfolio (e.g., "Growth Stocks", "Dividend Portfolio")
- Set your initial capital (for Live and Demo portfolios)
- Configure your risk tolerance and investment goals
- Add your first stocks using our search tool
📈 Adding and Managing Positions
Adding Stocks
Add stocks to your portfolio in several ways:
- Search by ticker symbol (AAPL, TSLA, MSFT)
- Search by company name
- Browse popular stocks
- Import from CSV files
Position Management
Track your positions with detailed information:
- Current market value
- Total gains/losses
- Percentage returns
- Dividend tracking
💡 Pro Tip: Position Sizing
Our platform includes advanced position sizing tools to help you manage risk:
- Fixed Fractional: Risk a fixed percentage of your capital per trade
- Kelly Criterion: Optimal position size based on win rate and average returns
- Volatility-Based: Adjust position size based on stock volatility
📊 Portfolio Analytics
Performance Metrics
Key Metrics
- Total Portfolio Value
- Total Return (Absolute & Percentage)
- Daily/Weekly/Monthly Performance
- Best & Worst Performing Stocks
Risk Metrics
- Portfolio Volatility
- Sharpe Ratio
- Maximum Drawdown
- Beta vs Market
Allocation Analysis
Understand your portfolio composition with detailed allocation breakdowns:
By Sector
Technology, Healthcare, Finance, etc.
By Market Cap
Large Cap, Mid Cap, Small Cap
By Geography
US, International, Emerging Markets
🔄 Rebalancing & Optimization
⭐ Premium Feature: Portfolio Optimization
Our AI-powered optimization tools help you rebalance your portfolio for better risk-adjusted returns:
- Automatic rebalancing suggestions
- Tax-loss harvesting opportunities
- Diversification analysis
- Risk-adjusted optimization
Manual Rebalancing
Even with our free tools, you can manually rebalance your portfolio:
- Review your current allocation vs target allocation
- Identify over-weighted and under-weighted positions
- Calculate the required trades to rebalance
- Consider tax implications of selling positions
- Execute rebalancing trades gradually if needed
📱 Mobile Portfolio Management
Mobile App Features
Manage your portfolios on the go with our mobile app:
- Real-time portfolio updates
- Push notifications for alerts
- Quick buy/sell actions
- Portfolio performance charts
- Offline portfolio viewing
Sync Across Devices
Your portfolios sync seamlessly across all your devices:
- Desktop web application
- Mobile iOS app
- Mobile Android app
- Real-time synchronization
🔒 Security & Privacy
Your Data is Protected
We take the security of your financial data seriously:
Security Measures
- End-to-end encryption
- Two-factor authentication
- Regular security audits
- SOC 2 compliance
Privacy Protection
- We never sell your data
- Minimal data collection
- GDPR compliant
- Financial data encryption