A portfolio tells you what you own. A chart tells you how it’s moving. Until now, switching between the two meant manual searches and broken flow. With this update, the two work together — click a symbol in your portfolio, and your chart follows.
How it works
When you open your portfolio in the overlay sheet alongside a chart, clicking any symbol instantly loads it on the chart. No search, no extra steps — just the price action you want, right when you need it.
This works across the following portfolio sections:
- Gainers and losers, upcoming earnings, and dividends on the Overview tab
- Holdings and Transactions tabs
- Holdings performance in the Analysis tab
If you track a lot of names and frequently move between positions, this significantly cuts the friction of your daily review.
Multiselect of holdings and transactions
You can now select multiple holdings or transactions and act on all of them at once. Simply press the Ctrl / Command key and select any combination. Then choose to delete, flag, unflag, or add to a watchlist in one go — instead of repeating the same action row by row.
This is especially useful when cleaning up a portfolio, flagging a batch of positions for review, or quickly building a watchlist from a subset of your holdings. Learn more about how you can set Portfolios in our knowledge base.
We hope these improvements will make your work with Portfolios smoother. Let us know what you think — open your portfolio alongside any chart and try it. As always, your feedback drives what we build next.
Team TradingView