https://www.stockopedia.com/marketing/_next/static/chunks/pages/features/portfolios-c11c0ff07f5ae6ef.js

1!function(){try{var o="undefined"!=typeof window?window:"undefined"!=typeof global?global:"undefined"!=typeof globalThis?globalThis:"undefined"!=typeof self?self:{},e=(new o.Error).stack;e&&(o._sentryDebugIds=o._sentryDebugIds||{},o._sentryDebugIds[e]="4b8945c6-81b4-45d4-9fe1-ce4740507591",o._sentryDebugIdIdentifier="sentry-dbid-4b8945c6-81b4-45d4-9fe1-ce4740507591")}catch(o){}}(),(self.webpackChunk_N_E=self.webpackChunk_N_E||[]).push([[1603],{11544:o=>{o.exports={"portfolios-track-and-improve":"portfolios-track-and-improve_portfolios-track-and-improve__bxUyZ",portfoliosTrackAndImprove:"portfolios-track-and-improve_portfolios-track-and-improve__bxUyZ","portfolios-track-and-improve__cta":"portfolios-track-and-improve_portfolios-track-and-improve__cta__lBVVm",portfoliosTrackAndImprove__cta:"portfolios-track-and-improve_portfolios-track-and-improve__cta__lBVVm","portfolios-track-and-improve__image":"portfolios-track-and-improve_portfolios-track-and-improve__image__sO2fs",portfoliosTrackAndImprove__image:"portfolios-track-and-improve_portfolios-track-and-improve__image__sO2fs"}},25380:o=>{o.exports={"portfolios-performance__heading":"portfolios-performance_portfolios-performance__heading__lLy0C",portfoliosPerformance__heading:"portfolios-performance_portfolios-performance__heading__lLy0C","portfolios-performance__grid-section-heading":"portfolios-performance_portfolios-performance__grid-section-heading__1cmGP",portfoliosPerformance__gridSectionHeading:"portfolios-performance_portfolios-performance__grid-section-heading__1cmGP","portfolios-performance__news-items":"portfolios-performance_portfolios-performance__news-items__fzhYW",portfoliosPerformance__newsItems:"portfolios-performance_portfolios-performance__news-items__fzhYW","portfolios-performance__news-item":"portfolios-performance_portfolios-performance__news-item__KGUru",portfoliosPerformance__newsItem:"portfolios-performance_portfolios-performance__news-item__KGUru","portfolios-performance__news-item-image-wrapper":"portfolios-performance_portfolios-performance__news-item-image-wrapper__8FagS",portfoliosPerformance__newsItemImageWrapper:"portfolios-performance_portfolios-performance__news-item-image-wrapper__8FagS","portfolios-performance__news-item-ticker":"portfolios-performance_portfolios-performance__news-item-ticker__6_FSr",portfoliosPerformance__newsItemTicker:"portfolios-performance_portfolios-performance__news-item-ticker__6_FSr","portfolios-performance__testimonial":"portfolios-performance_portfolios-performance__testimonial__a11_Z",portfoliosPerformance__testimonial:"portfolios-performance_portfolios-performance__testimonial__a11_Z"}},54653:(o,e,i)=>{"use strict";i.d(e,{y:()=>f});var t=i(37876),s=i(15039),r=i.n(s),a=i(1747),n=i(54587),l=i.n(n),c=i(57272),d=i.n(c);let f=()=>(0,t.jsxs)(a.w,{children:[(0,t.jsx)("h2",{className:d().coverageSection__heading,children:"Choose the coverage that suits you & access more than 35,000 stocks"}),(0,t.jsxs)("div",{className:"stk-gr stk-gr--center stk-gr--middle",children:[(0,t.jsx)("div",{className:"stk-gr__col-12-msm stk-gr__col-6-ts",children:(0,t.jsxs)("p",{children:["We cover more than 35,000 stocks across the world including"," ",(0,t.jsx)("strong",{children:"UK, Europe, North America, Asia & Australasia"}),". It's never been easier to broaden your investing horizon & diversify your portfolio"]})}),(0,t.jsx)("div",{className:r()("stk-gr__col-6-ts",d().coverageSection__imageColumn),children:(0,t.jsx)(l(),{src:"/assets/marketing/images/flagballs.png",width:371,height:249,alt:"Picture of country flags",loading:"lazy",style:{maxWidth:"100%",height:"auto"}})})]})]})},54963:(o,e,i)=>{"use strict";i.r(e),i.d(e,{default:()=>C});var t=i(37876),s=i(54653),r=i(24129),a=i(65403),n=i(1747),l=i(22051),c=i(57341),d=i(54587),f=i.n(d),p=i(55442),_=i.n(p);let h=()=>(0,t.jsxs)(n.w,{children:[(0,t.jsx)("h2",{className:_().portfoliosDiversification__heading,children:"Build a better-diversified portfolio to reduce your risk"}),(0,t.jsxs)(a.c2,{children:[(0,t.jsxs)(a.w_,{children:[(0,t.jsxs)(a.kj,{children:[(0,t.jsxs)("div",{className:_().portfoliosDiversification__gridSectionHeading,children:["Instantly review the spread of your holdings ",(0,t.jsx)("strong",{children:"across countries, sectors & styles"})]}),(0,t.jsx)("p",{children:"Diversification has been called the only free lunch in investing. By spreading your bets across different c

1ountries, sectors and styles you can earn similar returns at a lower chance of catastrophic risk. With our visual toolkit of pie & bar charts spotting issues has never been as straightforward."})]}),(0,t.jsx)(a.kj,{children:(0,t.jsx)(f(),{src:"/assets/marketing/images/portfolios/diversification_pie.png",width:1162,height:562,alt:"Picture of a pie chart",loading:"lazy",style:{maxWidth:"100%",height:"auto"}})})]}),(0,t.jsxs)(a.w_,{children:[(0,t.jsxs)(a.kj,{children:[(0,t.jsxs)("div",{className:_().portfoliosDiversification__gridSectionHeading,children:[(0,t.jsx)("strong",{children:"Set position limits and receive alerts"})," when you are over-exposed"]}),(0,t.jsx)("p",{children:"You don't need us to tell you that share prices rise and fall… but what do you do when a position gets so large in a portfolio that it has a disproportionate impact on portfolio risk? By setting maximum and minimum position limits you can stay on top of your riskiest exposures, worry less and most importantly act more quickly to address imbalances."})]}),(0,t.jsx)(a.kj,{children:(0,t.jsx)("div",{className:"stk-card stk-card--floating",children:(0,t.jsx)(f(),{src:"/assets/marketing/images/portfolios/folio_limit.png",alt:"Picture of a bar chart",width:483,height:363,loading:"lazy",style:{maxWidth:"100%",height:"auto"}})})})]})]}),(0,t.jsx)(l.G,{className:_().portfoliosDiversification__testimonial,id:c.b.JohnBradney})]});var m=i(91844),g=i(3693),u=i(15941),k=i(3804);let w={[k.h.GB]:{transactionImage:{src:"/assets/marketing/images/portfolios/transaction_add.png",width:519,height:412,alt:"Picture of add transaction form"},historyImage:{src:"/assets/marketing/images/portfolios/folio_chart.png",height:310,width:622,alt:"Picture of portfolio chart"},newsImage:{src:"/assets/marketing/images/portfolios/folio_news.png",width:2208,height:2048,alt:"Picture of a list of news"}},[k.h.AU]:{transactionImage:{src:"/assets/marketing/images/portfolios/transaction-add-au.png",width:1102,height:942,alt:"Picture of add transaction form"},historyImage:{src:"/assets/marketing/images/portfolios/folio_chart_au.png",height:300,width:622,alt:"Picture of portfolio chart"},newsImage:{src:"/assets/marketing/images/portfolios/folio_news_au.png",width:1104,height:1024,alt:"Picture of a list of news"}}};var y=i(25380),v=i.n(y);let x=()=>{let{transactionImage:o,historyImage:e,newsImage:i}=(0,g.T)(w);return(0,t.jsxs)(n.w,{children:[(0,t.jsx)("h2",{className:v().portfoliosPerformance__heading,children:"A single place to track your portfolio performance & get updates"}),(0,t.jsxs)(a.c2,{children:[(0,t.jsxs)(a.w_,{children:[(0,t.jsxs)(a.kj,{children:[(0,t.jsxs)("h3",{className:v().portfoliosPerformance__gridSectionHeading,children:["Get the big picture with accurate ",(0,t.jsx)("strong",{children:"valuations & performance histories"})]}),(0,t.jsx)("p",{children:"Finally, you can keep track of how well your portfolio has performed over time with included time-weighted return performance. These charts automatically adjust your returns for the impact of cash inflows and outflows over time - giving you a true reflection of your performance."})]}),(0,t.jsx)(a.kj,{children:(0,t.jsx)(f(),{src:e.src,width:e.width,height:e.height,alt:e.alt,loading:"lazy",style:{maxWidth:"100%",height:"auto"}})})]}),(0,t.jsxs)(a.w_,{children:[(0,t.jsxs)(a.kj,{children:[(0,t.jsxs)("h3",{className:v().portfoliosPerformance__gridSectionHeading,children:["Stop jumping between brokers and ",(0,t.jsx)("strong",{children:"centralise your portfolio records"})]}),(0,t.jsx)("p",{children:"There's no need to open multiple tabs and build spreadsheets to know your wealth status. With easy-to-use portfolio import tools you can get your trade records in fast and see your valuations. Alternatively, you can log the precise details of any share purchase or sale at will with our easy-to-use tools."})]}),(0,t.jsx)(a.kj,{children:(0,t.jsx)(f(),{src:o.src,alt:o.alt,width:o.width,height:o.height,loading:"lazy",style:{maxWidth:"100%",height:"auto"}})})]}),(0,t.jsxs)(a.w_,{children:[(0,t.jsxs)(a.kj,{children:[(0,t.jsxs)("h3",{className:v().portfoliosPerformance__gridSectionHeading,children:[(0,t.jsx)("strong",{children:"Stay instantly informed"})," with news, event & comment updates"]}),(0,t.jsx)("p",{children:"It's so much easier to know what to do when you have confidence you are up to date. Review the upcoming reporting schedule, get daily company announcements & review comments from our analysts on your stocks throughout the week."})]}),(0,t.jsx)(a.kj,{children:(0,t.jsx)(u.k,{url:i.src,alt:i.alt,width:i.width,height:i.height})})]})]}),(0,t.jsx)(l.G,{className:v().portfoliosPerformance__testimonial,id:c.b.PeterOughtibridge}),(0,t.jsx)(m.x,{})]})};var j=i(42875),b=i(46276),P=i(34013);let S={[k.h.GB]:{laptopImage:{src:"/assets/marketing/images/portfolios/laptop_folios.png",width:998,height:593,alt:"Picture of a laptop"}},[k.h.AU]:{laptopImage:{src:"/assets/marketing/images/portfolios/laptop_folios_au.png",width:1966,height:1163,alt:"Picture of a laptop"}}};var I=i(11544),N=i.n(I);let A=()=>{let{src:o,alt:e,width:i,height:s}=(0,g.T)(S).laptopImage;

1return(0,t.jsxs)(n.w,{className:N().portfoliosTrackAndImprove,children:[(0,t.jsx)(P.Y,{title:"All you need to track & improve your portfolio",description:"Instantly spot your weak holdings & diversify for safety."}),(0,t.jsx)(j.A,{className:N().portfoliosTrackAndImprove__cta,size:b.or.Large,color:b.Q1.Success,style:b.OF.Primary,url:"/auth/register/",children:"Try stockopedia free for 14 days"}),(0,t.jsx)("div",{className:N().portfoliosTrackAndImprove__image,children:(0,t.jsx)(f(),{src:o,alt:e,width:i,height:s,priority:!0,style:{maxWidth:"100%",height:"auto"}})})]})},W={[k.h.GB]:{bubblesImage:{src:"/assets/marketing/images/portfolios/bubbles.png",width:550,height:497,alt:"Picture of a bubble chart"}},[k.h.AU]:{bubblesImage:{src:"/assets/marketing/images/portfolios/bubbles_au.png",width:1050,height:1038,alt:"Picture of a bubble chart"}}};var T=i(98918),D=i.n(T);let H=()=>{let{bubblesImage:o}=(0,g.T)(W);return(0,t.jsxs)(n.w,{children:[(0,t.jsx)("h2",{className:D().portfoliosWeakestStocks__heading,children:"Identify your weakest stocks and react more quickly to issues"}),(0,t.jsxs)(a.c2,{children:[(0,t.jsxs)(a.w_,{children:[(0,t.jsxs)(a.kj,{children:[(0,t.jsxs)("div",{className:D().portfoliosWeakestStocks__gridSectionHeading,children:[(0,t.jsx)("strong",{children:"Effortlessly monitor the financial health"})," of all your stocks at once"]}),(0,t.jsxs)("p",{children:["We bring all the power of Stockopedia's proprietary data to your portfolio in easy-to-use data views. A quick glance at the ",(0,t.jsx)("strong",{children:"StockRanks™"})," & ",(0,t.jsx)("strong",{children:"RiskRatings™"})," brings an immediate understanding of upside potential and downside risks. With laser guided efficiency you can weed out potential underperformers and build a higher expected return portfolio."]})]}),(0,t.jsx)(a.kj,{children:(0,t.jsx)("div",{className:"stk-card stk-card--floating",children:(0,t.jsx)(f(),{src:o.src,alt:o.alt,width:o.width,height:o.height,loading:"lazy",style:{maxWidth:"100%",height:"auto"}})})})]}),(0,t.jsxs)(a.w_,{children:[(0,t.jsxs)(a.kj,{children:[(0,t.jsxs)("div",{className:D().portfoliosWeakestStocks__gridSectionHeading,children:["Customise the display to view your positions ",(0,t.jsx)("strong",{children:"your way"})]}),(0,t.jsx)("p",{children:"Everybody likes to view their holdings in their own way, so we’ve made it possible for you to customise the display to show the table columns or charts you want. Whether you prefer to see today's latest gains or broker forecasts - it's all there. You can choose from any our set of 350+ fundamental & technical ratios plus all our proprietary data sets."})]}),(0,t.jsx)(a.kj,{children:(0,t.jsx)(f(),{src:"/assets/marketing/images/portfolios/view_as.png",alt:"Illustration of a configurable table view",width:276,height:201,loading:"lazy",style:{maxWidth:"100%",height:"auto"}})})]})]}),(0,t.jsx)(l.G,{className:D().portfoliosWeakestStocks__testimonial,id:c.b.Jon})]})};var G=i(95019),z=i(6401),B=i(57367),E=i(37189),F=i(3880),U=i(17347);function C(){return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(U.p,{title:"Portfolio Analysis & Management Software | Stockopedia",description:"Track and improve your stock portfolio with Stockopedia's portfolio management and analysis software. Get started with a 14-day free trial.",keywords:"stock portfolios, portfolio management software, portfolio analysis, portfolio tracker",canonical:`${F.W6}/features/portfolios/`}),(0,t.jsx)(r.t,{}),(0,t.jsx)(A,{}),(0,t.jsx)(x,{}),(0,t.jsx)(H,{}),(0,t.jsx)(G.h,{videos:[E.Z.MichaelMoule2,E.Z.JohnHolmes,E.Z.RoderickCarter]}),(0,t.jsx)(h,{}),(0,t.jsx)(s.y,{}),(0,t.jsx)(z.n,{...B.e})]})}},55442:o=>{o.exports={"portfolios-diversification__heading":"portfolios-diversification_portfolios-diversification__heading__oRk3n",portfoliosDiversification__heading:"portfolios-diversification_portfolios-diversification__heading__oRk3n","portfolios-diversification__grid-section-heading":"portfolios-diversification_portfolios-diversification__grid-section-heading__QAAYx",portfoliosDiversification__gridSectionHeading:"portfolios-diversification_portfolios-diversification__grid-section-heading__QAAYx","portfolios-diversification__testimonial":"portfolios-diversification_portfolios-diversification__testimonial__B8_MU",portfoliosDiversification__testimonial:"portfolios-diversification_portfolios-diversification__testimonial__B8_MU"}},57272:o=>{o.exports={"coverage-section__heading":"coverage-section_coverage-section__heading__vAPDF",coverageSection__heading:"coverage-section_coverage-section__heading__vAPDF","coverage-section__image-column":"coverage-section_coverage-section__image-column__1L7gh",coverageSection__imageColumn:"coverage-section_coverage-section__image-column__1L7gh"}},80328:(o,e,i)=>{(window.__NEXT_P=window.__NEXT_P||[]).push(["/features/portfolios",function(){return i(54963)}])}

1,98918:o=>{o.exports={"portfolios-weakest-stocks__heading":"portfolios-weakest-stocks_portfolios-weakest-stocks__heading__YX8jb",portfoliosWeakestStocks__heading:"portfolios-weakest-stocks_portfolios-weakest-stocks__heading__YX8jb","portfolios-weakest-stocks__grid-section-heading":"portfolios-weakest-stocks_portfolios-weakest-stocks__grid-section-heading__HfqFN",portfoliosWeakestStocks__gridSectionHeading:"portfolios-weakest-stocks_portfolios-weakest-stocks__grid-section-heading__HfqFN","portfolios-weakest-stocks__testimonial":"portfolios-weakest-stocks_portfolios-weakest-stocks__testimonial__vE5gA",portfoliosWeakestStocks__testimonial:"portfolios-weakest-stocks_portfolios-weakest-stocks__testimonial__vE5gA"}}},o=>{o.O(0,[4587,9918,2915,5230,636,6593,8792],()=>o(o.s=80328)),_N_E=o.O()}]);