Public.com Introduces More Ways to Build and Manage Portfolio

Public.com is continually adding new features to its platform to help its clients be a better investor, and today, it is sharing some new updates to Public for Web, its web-based portfolio management experience.

The updates give users even more ways to keep tabs on their portfolio and customize how they invest in stocks, funds, and cryptos on Public.

Fazzaco Live Webinar Preview: Andrei Savitski Talks About Essentials for Starting A Brokerage​

See detailed metrics alongside the bigger picture.

The new web dashboard offers an enhanced portfolio view, with customized ways to track users' positions over time. Users can sort their portfolio view by asset name, asset price, daily change, all-time change, or percentage of total holdings. Tap to easily buy and sell stock, funds, and crypto.

Compare portfolio performance to key market indicators.

It's natural to wonder how investors' performance compares to aggregate market indexes. Public.com made it easy to see their performance over time as compared to major market index ETFs, including the S&P 500, Nasdaq, Dow Jones, and Russell 2000. Just tap on a time frame to see how their portfolio stacks up.

Access personalized news and alerts.

Studying an investment opportunity shouldn't end with investors' first trade. Following ongoing news relevant to the stocks they own can help clients gauge their confidence in the asset over time, and even expose them to new concepts in the category or market overall.

The company has added personalized alerts to Public for Web so clients can dig deeper into information relevant to their portfolio and Watchlist. For members looking to stay up-to-date on trends in the market beyond their own portfolio, it has also included Market Movers to highlight real-time news as it happens. Finally, the Earnings & Events calendar gives clients a view of what’s ahead, including upcoming Public Town Halls, which connect them directly with the executives behind the companies they’re interested in.

Keep tabs on clients' diversification.

Lastly, clients can now see how they portfolio is split across stocks, funds, and crypto assets, making it easy to track their diversification strategy as they add to their portfolio.