What's New: Improved Portfolio Management
November 3, 2021

Over the past few months, we have been working on a number of key enhancements to Portfolio Insight's underlying portfolio engine. The portfolio engine is the software that manages buy and sell transactions, your positions, dividend payments and other account details. Normally, we would not highlight these technical details, but we figured it would be worth talking about them because of the benefits they will bring in upcoming releases.

The first improvement you will likely notice after logging into your account is the improved load times. After receiving feedback from subscribers with a large number of transactions, we made some significant optimizations to our engine that now deliver lightning fast operation even for accounts with thousands of transactions.

One of the immediate benefits of these improvements was our ability to introduce support for automated dividend reinvestments. When you add a position, there is now an option to reinvest dividends:

Dividend Reinvestments

If this option is selected, dividend payments will be automatically tracked as additional shares purchased. You'll no longer need to manually account for DRIP plans.

We've also improved the sell transactions interface. Now, you have the option of manually selecting a lot to sell or applying first-in-first-out (FIFO):

Manually Select a Lot to Sell or use FIFO

Based on user feedback, we also added the ability to customize account benchmarks. Now, in the Portfolio Overview section, you can set the benchmark to any security by selecting the icon to the upper right:

Custom Portfolio Overview Benchmark

In the above example, we have set QQQ as the benchmark security against our portfolio. When a custom benchmark is set, Portfolio Insight will remember it next time you log in.

We've also added a market cap search filter and additional metrics for custom views, including Book Value/Share and Non-GAAP EPS.

Although many of the improvements to Portfolio Insight for this release are behind the scenes, we're excited as the application is now positioned to introduce a number of exciting new capabilities in upcoming releases. As a teaser, one of our upcoming features will be stock snapshots, which will provide a concise overview of select tickers. Snapshots will contain a combination of automated and human company analysis so that you can quickly determine if a stock warrants further research or action.

As always, if you have questions or feedback, please don't hesitate to get in touch.

Happy Investing!

The Portfolio Insight Team