How Does Smart Portfolio @ Nasdaq Help Me Invest?
The securities portfolio on Nasdaq allows you to increase your understanding of the securities you own.
You can view the stock’s price movements and your gains, get real-time smart analytics of your portfolio, including; news, warning alerts (for a stock decrease, negative trading signals and more), analyst ratings and price targets, stock sentiments of financial bloggers, company insiders and hedge funds.
Also get an overall portfolio analysis of your asset allocation, risk, fund management fees and comparison to other investor portfolios.
Is There a Stock Watchlist?
While a ‘Watchlist’ that is designated for tracking securities that you are interested in but do not own is still in the works, you can manage multiple portfolios each for a different use by joining Smart Portfolio Pro.
Can I Import My Existing Portfolio from My Broker?
Yes, you can sync your portfolio from your current broker account and have all of your securities right on the Smart Portfolio @ Nasdaq with just a few quick steps.
Click the + Add Portfolio button at the right-hand corner of the Smart Portfolio screen.
In the shown pop-up window, select Import Portfolio (from the bottom of the pop-up window)
Start typing in your broker’s name:
From Which Brokers Can I Import My Portfolio?
You can import your portfolios from all the top brokers, such as; E*TRADE, Fidelity, Charles Schwab, Vanguard, TD Ameritrade, TradeKing and more.
Select the Import Portfolio button, and start typing in your broker’s name in the opened window to find it.
Will My Imported Portfolio Sync with My Broker Account?
Yes, the trades you make on your broker account are also reflected on the Nasdaq portfolio within a day.
How Do I Delete Stocks from My Portfolio?
To remove an equity from your portfolio:
On the My Holdings screen, roll over the stock you want to delete with the cursor.
A blue ‘X’ button will appear on the left side of the stock
Press this button
A confirmation pop-up message will appear on the screen, select Remove to delete that equity from your portfolio.
What Is the Star-Ranking That Is Shown Next to Analysts and Financial Bloggers?
These stars represent the performance of the analyst or any other financial Expert (such as financial bloggers or company insiders).
It uses TipRanks Star Ranking™ system, which was developed alongside Cornell University Finance Department and incorporates the ratings/transactions since January, 2009.
The calculation combines the Success Rate and Average Return of each financial expert; however the success rate is secondary to the ability of the analyst to generate positive returns. This combination then uses the Z Test to incorporate the significance of the amount of ratings. This allows to determine what combination of success rate and return is statistically more difficult to achieve in order to compare between the different experts.
What Is The Analyst Consensus?
The Analyst Consensus chart that is shown next to the stocks on your holdings’ screen, is based on the Wall Street analysts’ buy/hold/sell recommendations from the last three months.
It is calculated by providing a score to each recommendation as follows:
Buy = 1, Hold = 3, Sell = 5
Then based on the amount of each recommendation on the stock, one of these five consensuses is formed:
‘Strong Buy’: less than or equal to 1.5 score
‘Moderate Buy’: more than 1.5, but less than or equal to 2.5 score
‘Hold’: more than 2.5, but less than or equal to 3.5 score
‘Moderate Sell’: more than 3.5, but less than or equal to 4.5 score
‘Strong Sell’: more than 4.5 score
The Strong Buy/Sell consensuses will only be provided for a stock that has a minimum of 3 recommendations in the past month. Otherwise, its consensus will be normalized to a Moderate Buy/Sell.
Members of the Pro subscription can view also rating and price target consensuses that are based only on the top performing analysts, and consensus sentiments of bloggers, insiders and hedge funds.
What Is the Best Analyst Consensus?
The consensus of the Best Analysts on a stock is based only on those Wall Street analysts which recommendations were most accurate.
The performance measurement incorporates the analysts’ success rates and average returns and is based on TipRanks Star Ranking™ system.
How Is the Daily Return Calculated?
The ‘Daily Return’ of your portfolio equities takes into account the price change between today’s price and the previous close price for each stock, and measures the total weighted average of your portfolio (each stock is weighed based on its percentage of your portfolio).
Can I Customize Notifications on My Holdings Based on My Needs?
To let you stay up-to-date with the activity of your equities in real-time, you can sign up for email notifications by switching on the ‘Email Alerts’ button next to each stock (if you do not see the On/Off toggle on your holdings’ chart, switch to the ‘Detailed View’ by pressing the 
button at the upper right-hand corner).
You can modify on which stock events to be notified, and to disable your notifications when needed by pressing the envelope button at the right-hand side of My Holdings screen.
From the Email Notifications preferences’ screen you can choose for which events an email will be sent, such as; when a company reaches a 52-week high/low or when its price changes below a level you set up, new analyst ratings, insiders buying/selling shares, consensus changes and more.
How Can I Choose What Data is Shown in My Holdings Columns?
To configure what information about your securities is shown on your holdings’ chart, simply press the Detailed View button shown at the upper right-hand corner.
Under the chart, an Add Metrics to Chart button will be shown, pressing this button will open a window with the columns which you can add/remove on your holdings chart.
Why Don’t I See the Total Holdings Amount and Other Stats of My Portfolio?
Stats such as the Holding Value, Dividend Amount, that rely on the amount of shares will not be available and you might see a $0.00 instead, unless the quantity of that stock/fund is added.
You can update the quantity of each holding by clicking that stock from My Holdings screen, and entering the number of shares you own under No. of Shares.
Why Are My Columns And Personalized Settings Are Sometimes Not Saved?
The changes you make on your Smart Portfolio, such as; selection of columns and column order are applied per each browser. So if you are logging in to your Smart Portfolio on a different device (or on the same device but just a different browser, such as, Safari instead of Chrome), the settings will reset to default on that browser.
What Are Fund/ETF Management Fees?
Equities such as Funds and ETFs allow investors to easily diversify their portfolios, but they are a bit different than stocks and involve a management cost.
ETFs’ annual fees are significantly lower from those of the Mutual Funds’ but both types of equities collect fees to cover transaction fees and management fees.
To learn more on ETFs and Mutual Funds visit this page.
Where Can I Learn More on Stock Market Terms Such as Beta, P/E, Stock?
Whether you are new to the stock market or a savvy investor, this financial terms’ glossary page can provide more explanation on the most important investing terms.
What Features Are Included for Pro Members?
With the Professional membership, you get access to all the smart analytics on your holdings that the Smart Portfolio has to offer.
Here is a full list of these features:
| Features | Basic | Professional |
|---|---|---|
| Keep track of your holdings |  |
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| Get analysis of your portfolio including asset allocation, volatility and risk | |
|
| Access analyst consensus and average price targets on your stocks | |
|
| Sync your existing brokerage account with the Smart Portfolio | |
|
| Compare your portfolio to the average Nasdaq portfolio | |
|
| Integrated earnings and dividends calendar | |
|
| Get the latest news on your holdings | |
|
| Get email notifications on stock price changes, earnings and dividends | |
|
| Measure the performance of your portfolio transactions | |
|
| Manage multiple portfolios | – | |
| Reduce management fees of ETFs and Mutual Funds | – | |
| Filter news by bullish vs. bearish news on your holdings | – | |
| Access hedge fund, insider and blogger sentiment on your holdings | – | |
| See top ranked analyst consensus and price targets on your holdings | – | |
| Get email notifications on new analyst ratings and consensus changes | – | |
Join Smart Portfolio Pro now to take your investing experience to the next level!
How to Save a Bookmark of the Smart Portfolio on My Browser?
To set up a “bookmark” of the Smart Portfolio page without having to type in its URL address every time, follow these below steps for most browsers:
Press Ctrl + D to bookmark the page you are viewing, and then select ‘Done/Add’.
If you are running Internet Explorer a bookmark is called a ‘favorite’.
From now on you will be able to see the Smart Portfolio page’s icon in your bookmarks, the location of your bookmarks depends on your browser and device but it often appears in a bar at the top of every webpage.
Can I Access the Smart Portfolio @ Nasdaq from My Mobile Device?
Yes, the Smart Portfolio is completely compatible with mobile and tablet screens, and supports all popular devices.
Simply browse to the same Nasdaq link as you do from your desktop/laptop, and the screen will be automatically adjusted to your mobile device providing a fast and intuitive navigation.
What Are the Browser Requirements for Smart Portfolio Site?
The following browsers will provide the best experience, older versions or other browsers may not fully support all the Smart Portfolio features or provide a less smooth experience.
The three latest versions of these browsers are currently supported:
Сhrome
Internet Explorer
Edge
Safari
Mozilla Firefox
Who Do I Contact If I Have Additional Questions or Need Help?
For any further questions or feedback that you may have, please feel free to contact us here.