Every holding bucketed across five health tiers, from Strongly Bullish to Strongly Bearish.
Your portfolio is not a static spreadsheet. StockLens watches every holding on the schedule that matters.
Overnight
Every holding is rescored each night across the full multi-domain signal set — fundamentals, technicals, risk, sentiment, and macro.
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.
The signal at the heart of each weekly review is how your portfolio average moved over the week, with the largest moves among the companies you follow.
Each review names up to three companies whose score rose and three whose score fell. Where a driver points the way the score moved, it shows what shapes the company's reading as of its latest analysis, never the cause of the move.
Beyond the digest, your portfolio surface quietly tracks the realities that shape conviction: gains, concentration, and drift from the moment you took each position.
P&L and Cost Basis
Cost basis, unrealized gain, and total return for every position, priced from the latest sync, with a toggle between unrealized and total-return views.
Sector Concentration at a Glance
See which sector holds the largest share of the companies you follow, and every sector's share in one bar, once a portfolio has three companies.
Progress Since You Added
Each holding records a baseline, the composite score at the moment you added it, and your portfolio surfaces the average drift since those entry points, so you can see whether conviction is strengthening or fading.
StockLens syncs your holdings through SnapTrade. Credentials stay with your brokerage.
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 and its own digest.
Automatic Holdings Sync
Holdings refresh on a nightly sync and on brokerage update events, so the view you analyze tracks the account 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.
Same engine, same cadence -- no stripped-down view for stocks you have not bought yet.
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.
Transparent intelligence across five analysis domains, all in one platform.
Research Inputs, Organized
Review ranked drivers, source references, and the methodology behind each score.
Portfolio Intelligence
Overnight portfolio health monitoring with optional broker sync and a weekly review in the app and by email.
Market Discovery
Latest overnight sector health, momentum movers, and distribution analytics to identify opportunities across the analyzed stock universe.
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