Portfolio Tracking & Alert Emails

Our portfolio tool allows members to track our ratings and metrics for stocks, ETFs & mutual funds in one convenient place. Easily keep up to date on our latest research and analysis for the securities you care about most.

Portfolio Tracking Tool


We also provide email alerts for any changes in our ratings or Analyst Notes for securities in your portfolios. These alerts let members know when a rating is upgraded/downgraded, when we’ve updated our models with the latest 10-Q or 10-K, or when our analyst team adds or updates an Analyst Note.

Clients can get daily alert emails that highlight any changes to the stocks, ETFs or mutual funds in portfolios, as well as weekly alert emails that summarize all of the changes that happened in the last week.

Portfolio Alert Emails