Portfolios Overview

Equities Lab Portfolios allows you to track and analyze your trades. You can see at a glance how your portfolio has done. Using the Create Multi-Portfolio Report option, you can also get customized reports on multiple portfolios at once for given time ranges.

Portfolios Introduction

Portfolios allow you to track stocks you have traded or want to trade. Equities Lab Portfolios allows you to track and analyze your trades. Overview You can see at a glance how your portfolio has done. Using the Create Multi-Portfolio…

Find Stocks

Find Stocks to Buy From your home page, click on “Open Explorer,” or the “Explorer” tab on the left. You will see a list of stock screens, watchlists, and a search bar to filter through them. You can select one of the pre-existing watchlists, or…

Connect to Interactive Brokers

How to connect Equities Lab to Interactive Brokers. Configuring Equities Lab From the home screen, click on Account Settings. In the Connect to Brokerage  box, select Interactive Brokers. Once you return to the home screen,…

Import Trades

“Import Stocks”  will guide you through creating a watchlist of user input stocks to find out information on the stocks individually and as a whole. Click on the Import Stocks  function on your account screen. In the resulting…

Research Stock

Using the “Research Stock”  function will give you access to the chart of a stock and allow you to test technical strategies on it. From your account screen, click on enter a company in the box next to Research Stock: The result…

Review my Portfolio

So now that you have saved watch lists, stocks will show up on a heat map on your Home Screen. Your portfolio shows ALL of your watchlists on one heat map on your acocunt page. Notice how stocks are separated based on which watchlist they…

Research a Market Segment

This page walks you the second selection in the Welcome section of your account page, “Research a Market Segment” https://www.youtube.com/embed/Nt3w3PXZCZo?feature=player_detailpage From your account page select “research a market segment”…

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