Portfolio & Risk Dashboard
How to use TradeMind AI's portfolio tracker to monitor positions, calculate beta, and understand concentration risk.
Adding positions
Go to the Portfolio page from the navigation. Click "Add Position" and enter:
- Ticker symbol
- Number of shares
- Average cost per share (your entry price)
You can add as many positions as needed. The portfolio page is separate from signals — you can track any holdings, not just signal-generated ones.
What the risk dashboard shows
- Portfolio beta — how much your portfolio moves relative to the S&P 500. A beta of 1.2 means your portfolio tends to move 20% more than the index (both up and down).
- Concentration risk — the percentage of your portfolio value in each position. High concentration (one stock >20%) amplifies both gains and losses.
- P&L per position — current price vs average cost, shown as dollar gain/loss and percentage.
Why beta matters
A high-beta portfolio performs well in bull markets but falls sharply in corrections. If your portfolio beta is above 1.5, consider whether you have enough defensive positions (utilities, healthcare, cash) to balance your risk exposure.
Portfolio vs signals
The portfolio tracker is for monitoring holdings. AI signals are trade ideas. They work together: use signals to identify entries and manage risk on individual trades; use the portfolio tracker to monitor your overall exposure and concentration.
See it in action
Every TradeMind AI signal shows confidence score, entry, stop, target, and R-multiple — all explained with tooltip hints when you hover the term.