Start with your first portfolio

Follow these four steps to set up your portfolio and find your daily routine.

1. Connect Account

Sign in to keep your portfolio and preferences associated with your account.

2. Create My Portfolio

Enter the ticker symbols you want to track, then save your portfolio.

3. Portfolio Dashboard

Review portfolio health, holdings that need attention, and the heatmap.

4. The Daily

Review the market snapshot, rotations, and changes as part of your daily routine.

Connect Account

Already set up? Open your Portfolio Dashboard or The Daily from the menu.

What is Tickerscope?

Start with the best.TickerScope begins with the S&P 500 and Nasdaq 100 — a broad pool of high-quality companies.
Step 1 of 6
Build the playing field.We combine the indexes, remove duplicates, and apply liquidity and quality filters to create the TickerScope Universe.
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Let the data do the work.Each stock is ranked using TickerScope metrics such as Regime, Stack alignment, Buy Today Score, and Holding Health.
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Focus on the strongest.The ranking process narrows the universe to the highest-ranked candidates for your strategy.
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Own the best opportunities.The portfolio is built from the strongest available candidates and monitored as conditions change.
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Replace weak with strong.When a holding weakens, TickerScope identifies stronger alternatives so the portfolio can continue to improve.
Build Your PortfolioStep 6 of 6