How to use Stockflare to run a health check on your portfolio. Are your stocks 5 star stocks? Does Wall Street like what you own?

1. Get A Health Check On Your Portfolio
Shane Leonard, CFA

2. What we’re going to cover
1. How do I add my portfolio
2. Where is the health check
3. Do I need to take action?

3. What we’re going to cover
1. How do I add my portfolio
2. Where is the health check
3. Do I need to take action?

4. How do I add my portfolio
• From Search
• From any stock page
• On the Watchlist page

5. From search

6. From any stock page

7. From any stock page

8. Get a health check on your portfolio
1. How do I add my portfolio
2. Where is the health check
3. Do I need to take action?

9. Where is the health check
• Could your stocks go down in the short term?
• Does Wall Street like your stocks?
• What is the long-term forecast?

10. Any low star ratings

11. Could it go down? What’s the recommendation?

12. What is the long-term forecast?

13. Get a health check on your portfolio
1. How do I add my portfolio
2. Where is the health check
3. Do I need to take action?

14. Do I need to take action?
• No
• But revisit your logic for owning any “bad eggs”
• Look at the competitors
• Use the Find Ideas page

15. Get A Health Check On Your Portfolio
Shane Leonard, CFA