In the seventh installment of the "Mastering the GuruFocus Site" series, we go over where to find and how to use some of the features that users often say are difficult to locate, or that they did not know existed until many months after becoming a GuruFocus user.
The series will consist of 12 short videos (approximately three to five minutes each) meant to provide users with everything they need to know about how to navigate the GuruFocus site quickly, efficiently and to full effect.
Throughout the series, we have made every effort to provide answers to the questions that new users most frequently ask us about. This isn't a cut-and-dry manufacturer's instruction book; we have taken the input we have received from GuruFocus users and used it to create a quick and comprehensive introductory series.
Next time, we will be doing a run-down on our API features, including the popular Excel Add-in, as well as what exactly API is and how it works. Stay tuned!
My Portfolios tutorial link: https://www.youtube.com/watch?v=ZpjwwZKdwsg&t=43s
Text version:
Hello, welcome to GuruFocus! This is the seventh episode of "Mastering the GuruFocus Site," a series designed to help you learn your way around at GuruFocus.com.
In this episode, "My Portfolio, Your Portfolio," we will be going over some of the more difficult-to-find tools on the GuruFocus site, such as the checklists, stock baskets and the My Portfolios feature. These may not be the first things that jump out to new users, but they can still be incredibly useful.
On the stock summary pages, you can find a tab called "checklist," which allows you to rate stocks based on how well they meet a set of predefined criteria. You can either create your own list or use one generated by someone else.
You can also find the "baskets" feature on this page. Based on Warren Buffett (Trades, Portfolio) and Charlie Munger (Trades, Portfolio)'s strategy of putting stocks into different baskets when researching potential investments, the baskets feature allows users to vote on which basket a stock falls into for them – buying, considering, researching or not interested. The place to vote may be easy to find, but you may not know that the baskets feature also has a tab below, where you can find the history of when the votes were made.
Additionally, when you vote on a stock using the baskets feature, the system automatically adds it to a corresponding portfolio in the "My Portfolios" feature. For example, if I vote "not interested" for Amazon.com, it will add the stock to my "not interested" portfolio.
If I wanted to change my vote, I could do so by deleting the stock from the "not interested" basket.
So, what is the "My Portfolios" feature? This feature helps users build and keep track of hypothetical portfolios. You can access this feature through the link on the right side of the search bar here.
You can create a new portfolio by clicking here, then following the instructions to add stocks and create the new portfolio. To add a new stock after creating the portfolio, all you have to do is enter the ticker in the bar here.
To get full use out of the Portfolio, make sure to edit the sections that have the pencil icon in the top left corner, including the quantity bought, the date of the buy and the cost per share, as well as your own estimate of fair value and any notes. You can also rearrange the categories on the chart and add new ones by going to "customize this view."
For more information about the My Portfolios feature, make sure to check out the tutorial in the link provided below.
The last thing I want to go over in this section is the downloadable content. Throughout the site, GuruFocus has content available for download via .pdfs, embed codes, excel documents, etc. For example, on the stock summary pages, you can find the stock .pdfs, and you can copy the embed code for charts that have the word "embed" at the bottom right. Under the 30-year financials tab, you can download a company's 30-year financial data as an excel document, or do a batch download for the data of up to five stocks at a time.
Under the Screeners tab, there is a section called "tools" where you can find more downloadable content, such as the manual of stocks and Guru portfolios.
That's all for this video! Next time, we will be doing a run-down on our API features, including the popular Excel Add-in, as well as what exactly API is and how it works. Stay tuned!
If you want to see more from GuruFocus, make sure to subscribe to our YouTube channel, or find us on social media. Thanks for watching!
Disclosure: Author owns no shares in any of the stocks mentioned. The mention of stocks in this article does not at any point constitute an investment recommendation. Investors should always conduct their own careful research and/or consult registered investment advisors before taking action in the stock market.
