To get started with the Portfolio Risk Analyzer™, begin by using the control panel in the top-left corner of the screen. This panel gives you several flexible options to load and manage your portfolio.

The first three buttons allow you to load a list of stocks in three different ways:

  1. Add Stocks: Enter stock symbols manually by typing or pasting into the input field.
  2. Upload CSV: Import a pre-formatted list of stock symbols directly from a CSV file.
  3. Open Saved List: Load a portfolio you previously saved and revisit it instantly.

The bottom three buttons are for saving and organizing your portfolios:

  1. Save As: Save your current list as a new portfolio under a custom name.
  2. Save: Update the currently selected portfolio with any changes you’ve made to the stock list.
  3. Rename: Change the name of your current portfolio without having to create a new file.

This streamlined loading and saving system ensures that you can manage multiple portfolios with ease and flexibility, keeping your analysis organized and accessible.

After loading your list of stocks, you can analyze the portfolio through 3 different views: