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Tracking your portfolio without the noise

Samuel Batista · July 6, 2026

Before any AI advice or automated trading is useful, you need one thing to actually be true: an accurate, trustworthy picture of what you hold. That's the foundation everything else in Stock Rankings is built on.

Three ways in, one model out

You can get a portfolio into Stock Rankings however fits your situation:

  • Sync it live from your portfolio tracker, and it stays current on a schedule with no manual upkeep.
  • Enter it by hand — useful for a small account or one you're modeling out.
  • Import a CSV from your broker. We show you a diff before anything is saved, so a re-import updates your holdings in place instead of quietly duplicating them.

All three converge on the same underlying portfolio model, so nothing downstream — target allocations, drift, the rebalance engine, performance history — cares how a position got there.

Know when you've drifted, and what to do about it

Set target allocations once, and Stock Rankings shows your actual drift from target at a glance, plus a concrete trade plan to get back in line — not just a "you're overweight tech" observation, but the actual buys and sells that would close the gap.

Performance you can trust over time

Nightly valuation snapshots build a real time-weighted return series, so "how am I doing" is answered with an actual performance history, not a single point-in-time balance that resets your sense of progress every time you check in.

Accurate data is what makes proposals trustworthy

None of this is tracking for tracking's sake. An accurate, freshness-aware picture of what you hold is what lets everything above it — the blended target, the drift analysis, the AI Council, your connected assistant — produce proposals you can actually act on. Garbage in, confident-sounding garbage out; that's the failure mode this foundation exists to prevent.

Get started at Getting started.