Portfolio Terminal Documentation

Documentation

Learn how to import holdings, read portfolio analytics, and configure monitoring in Portfolio Terminal.

Start here

If you are new to Portfolio Terminal, start with the import flow and then move into analytics and alerts.

Copy holdings from your broker, paste them into the import flow, review detected assets, and confirm the result.

Go directly to the product when you are ready to import positions from a broker statement or spreadsheet.

Use the docs section as a structured product manual. Each page focuses on one part of the workflow.

Learn the fastest way to import holdings, review matches, and confirm your portfolio.

See what Portfolio Terminal covers across imports, analytics, workflow, and monitoring.

Understand active rules, coverage metrics, portfolio shortcuts, and inbox workflow.

Use risk and technical metrics such as volatility, drawdown, VaR, RSI, and MACD.

Read correlation coefficients and use the matrix to assess diversification quality.

These pages explain the product workflow directly and support the main search intents around Portfolio Terminal.

See the main product overview for import, risk review, dividend visibility, and portfolio monitoring.

Go to the import hub when you want the broker-first entry point into the product.

Read the commercial-educational page for portfolio Value at Risk.

Understand how Portfolio Terminal frames drawdown as an ongoing control.

See how income visibility fits inside the broader portfolio workflow.

Jump directly to the guide that matches what you need to do next.

Import a broker statement

Start with the import workflow and sample formats.

Review available analytics

See which calculations and portfolio views are available.

Set up monitoring

Configure alert rules and understand the alert inbox.

Understand a risk metric

Use the reference guide for volatility, drawdown, VaR, and more.