> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tryinvesti.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio

> Brokerage-connected portfolios, so the analyst can reason over what you actually hold.

The **Portfolio** entry in the left navigation is a placeholder for a feature currently in development.

Connect your brokerage accounts to sync holdings and track positions, so the analyst can reason over what you actually hold: flag concentration, surface relevant news, and connect your notes to real positions. Planned integrations include major brokerages such as Interactive Brokers, Charles Schwab, Fidelity, and Robinhood.

<Info>
  Until it ships, the same ground is covered manually: keep positions as [folders](/organize/explorer), and have a [monitor](/organize/monitors) sweep them on a schedule, for example "anything notable across <span className="chip-inline chip-note">{"@Portfolio/"}</span> this week?"
</Info>