Portfolio
Personal research book
Track ideas, notes, and hypothetical portfolios — never a broker connection.
Shipping in the next research release
This module is on the House Of Trade research roadmap and will unlock in Phase 2. Preview of what's coming:
- Create research-only paper portfolios
- Track hypothetical P&L
- Attach notes to every idea
- Tag ideas by research thesis
- Rolling drawdown and exposure metrics
- Export research book as PDF