Guide: Getting started with Stockfolio
- Stockfolio is an investment app for macOS that will help improve your investment returns by allowing you to research and track interesting stocks and cryptocurrencies. It is extremely easy to set up and the best way to manage and follow your investment portfolio.
- So an all fixed-income portfolio, which could get gobbled up by inflation, won’t work. In Kay’s case, a good recommendation would be a portfolio, somewhat depending on Kay’s tolerance for risk, of 50 to 55 percent stocks and 45 to 50 percent bonds, as shown.
- Stockfolio is an investment app for macOS that will help improve your investment returns by allowing you to research and track interesting stocks and cryptocurrencies. It is extremely easy to set up and the best way to manage and follow your investment portfolio. Featured several times by Apple in new Apps we love. #1 Top Paid Finance app.
Posted on October 10, 2017
Stocks kick off October with tech-led advances, as Nasdaq gains 1.4% Breaking News. Oct 01, 2020 Another 837,000 American workers filed for unemployment benefits last week (850,000 expected).
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One of our main goals when creating Stockfolio was to make the app as intuitive as possible. Overall we felt we did a good job on that, but sometimes we receive e-mails from people who are having issues locating one or more specific feature(s) within the app. So we decided to put together this 'Getting Started with Stockfolio' guide.
The app is split up in different sections, and a brief app overview can be found below:
Stockfolio
Search for stocks in the top right corner.
You can enter either the stock or cryptocurrency name and/or ticker. Selecting the appropriate ticker will load the stock.
You can enter either the stock or cryptocurrency name and/or ticker. Selecting the appropriate ticker will load the stock.
News is on the right.
We currently source news from different channels, including from real-time investment communities such as Stocktwits and Twitter.
We currently source news from different channels, including from real-time investment communities such as Stocktwits and Twitter.
Various chart controls (technical analysis, drawing tools, timeframes) are positioned above the chart.
Watchlists
Your watchlist is on the left.
It contains a list of all stocks you are tracking, with most entries receiving real-time tick data.
It contains a list of all stocks you are tracking, with most entries receiving real-time tick data.
You can add a stock to your watchlist by clicking “Add Stock to Watchlist” after searching for a stock. It will pop up on your watchlist, on the left.
Portfolio
Access to the portfolio screen is on the left, (there is a button) above your watchlist. Your portfolio shows the gains generated by your open positions.
You can add transactions to your portfolio by clicking the + sign in the top right corner, below search. Adding or editing portfolios can also be done under the same menu item.
Adding new, renaming, or deleting old watchlists can be done by clicking on the dropdown above the portfolio button.
Editing your portfolio can be done by going to the history tab.
You can adjust the currency in which your gains are displayed by adjusting the currency dropdown in the top right corner, below search.
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![Stocks Stocks](https://is3-ssl.mzstatic.com/image/thumb/Purple128/v4/de/15/47/de1547fb-5057-5a15-e3f0-a2520a0b34df/pr_source.png/800x500bb.jpg)
Stockfolio Stocks Portfolio 1 500
Was macht Stockfolio - Stocks Portfolio tun? FEATURED BY APPLE AS A NEW APP THEY LOVE: ** CURRENTLY $24,99 INSTEAD OF $49,99 **Stockfolio is an investment app for macOS that will help improve your investment returns by allowing you to research and track interesting stocks and cryptocurrencies. It is extremely easy to set up and the best way to manage and follow your investment portfolio. * Featured several times by Apple in new Apps we love* #1 Top Paid Finance appSOME HIGHLIGHTED FEATURES:TRACK EQUITIES:* Real-time stock quotes from around the world* Track mutual funds, ETFs, and major stock indices.* Research and monitor important stock details, and analyze valuable investment fundamentals, such as RoA, RoE, operating cashflow and free cashflow. .. AND CRYPTOCURRENCIES:* Real-time cryptocurrency quotes in over 200 currency pairs, directly sourced from more than 75 individual exchanges, including Coinbase, Gdax, Kraken, Bitfinex, Gemini, Bitstamp, BitThumb, Poloniex, and others!* Support for more than 1800 cryptocurrencies, including Bitcoin, Ethereum, Litecoin, Neo, Dash, Ripple, Monero, Bitcoin Cash and Gold, IOTA, Cardano, OmiseGo, and many many more!CHART* An advanced and powerful, yet simple to use chart. * Extensive support for technical analysis. Draw customized trend lines.* Add technical overlays for stocks and crypto, including:- Simple Moving Average (SMA)- Exponential Moving Average (EMA)- Bollinger Bands (BB)- Money Flow Index (MFI)- Moving Average Convergence Divergence (MACD)- Relative Strength Index (RSI)- Stochastic Oscillator* Zoom in on any area of the chart you find relevant. * Support for different charting modes: area, line, candlestick and bars. * Pick the theme that works best for your investment or trading set up: light, dark, improved contrast.* Easily share your chart and annotations with your fellow traders with a single click, or save the chart to disk.* Support for both a linear and logarithmic chart scale* Customized date rangesWATCHLISTS * Create one or multiple watchlists* Watchlists allow you to monitor in realtime the stocks and cryptocurrencies you own, or intend to buy. ADVANCED PORTFOLIO(S)* Divide your holdings in one or multiple portfolios.* Receive a visual overview of the composition and weighting of your portfolio, and its entire overall gain or loss. * Get a detailed overview of your current positions, plus both the gains and losses on those positions.* Contains a historical overview of your entered transactionsNEWS* Direct integration with various news sources to fetch relevant news data. * See what other investors are saying about your favorite stock or cryptocurrency through integration with Stocktwits and Twitter. MENU BAR INTEGRATION* Quick access to your stocks and cryptocurrencies from anywhere on your Mac.* Check the current price of your favorite stock directly on the menu bar while you continue with your normal work flow. (You don't even need to click anything!)TOUCH BAR SUPPORT* And of course, we support the MacBook Pro touch bar. :)We currently do not support connecting directly to your brokerage account to trade securities from within the app. It is something we are working on, though!Have an issue or discovered a crash? Seeing something you don’t like? Do you have some feedback? Let us know at [email protected] and we’ll take a look! We are constantly updating our app. App issues will be fixed and your received suggestions might pop up in one of our next updates.
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