Every holding bucketed across five health tiers, from Strongly Bullish to Strongly Bearish.
Overnight
Every holding is rescored each night across the full multi-domain signal set — fundamentals, technicals, risk, sentiment, and macro.
Daily
Each trading day your portfolio health is rescored and the drivers ranked.
Digest
A recurring summary lands in your inbox: score changes, new drivers, watchlist highlights.
Alerts
Rating transitions and large score swings are surfaced after overnight score processing, with clear snapshot timing.
Each position gets a score delta and the ranked drivers behind it. Large moves surface to the top; everything else is still one scroll away so nothing slips by unnoticed.
P&L and Cost Basis, Live
Cost basis, unrealized gain, and total return for every position — with live prices, per-position weight, and a toggle between unrealized and total-return views.
Sector Concentration at a Glance
An HHI-driven sector concentration signal classifies your mix as Low, Moderate, or High so you can see over-exposure before it hurts.
Progress Since You Added
Every position carries a baseline — the composite score at the moment you added it — so you can see whether each holding has strengthened or drifted since conviction.
Automatic Transaction Sync
Buys, sells, and dividends import automatically. Corporate actions — splits, mergers, spinoffs — are surfaced in operator logs and can be entered manually when needed.
Multi-Portfolio Management
Connect multiple brokerage accounts and organize holdings into separate portfolios, each with its own health snapshot. A single consolidated digest covers your full picture.
Continuous Holdings Sync
Holdings sync within minutes of each trade, so the view you analyze is the view you trade.
Your brokerage credentials are never stored by StockLens. SnapTrade acts as the regulated intermediary; StockLens only receives the portfolio data required for analysis.
First-class coverage
Watchlist items get the same analysis depth and alerts as active positions.
Continuous rescoring
Watchlist stocks rescore on the same cadence as your holdings.
Driver-level explanations
Each watchlist stock carries the same ranked drivers: fundamental, technical, risk, sentiment, macro.
Promote in one step
When conviction arrives, promote a watchlist stock to an active position -- the analysis history follows.