Get Started / 2 / Set Up Your Portfolio

 

AI Prompt:

I have uploaded a screenshot of a fictional brokerage account portfolio. I need you to extract the tickers and corresponding amounts of shares held in this portfolio for each ticker and output a CSV file with the following columns: "TICKER" and "AMOUNT". If there are exchange or country suffixes or prefixes attached to the ticker, remove them (eg: US.AAPL becomes AAPL). For cash holdings, the ticker name is formed is "TOTAL" followed by the currency abbreviation. For example, a cash amount of US Dollars would get the ticker "TOTAL USD".

Output a CSV file that I can download. Delete the screenshot afterwards.

🏆 Key Action Step: Create a New Portfolio using CSV Upload or Manual Entry Modes. Ideally, this portfolio should reflect your real-life holdings

Steps Shown in the Video

    • Navigate to the "Portfolio" folder in the app.

    • Click "Add New" to start creating a new portfolio.

    • Enter a name for the portfolio.

    • Enable email alerts (optional, recommended to leave on).

    • Enable fractional share amounts (optional, can leave off).

    • Set Display Currency (no change required for USD-only portfolio).

    • Proceed to the next step.

    • Select the "Upload CSV" option for the fastest setup (manual entry available below)

    • Click "Create Portfolio."

    • Download the CSV template from the app to see the expected format (requires a "Ticker" column for stock ticker names and an "Amount" column for shares held).

    • Obtain portfolio data from your brokerage account; AI generated version shown below:

      • Navigate to your brokerage account’s portfolio section;

      • Take a screenshot of your holdings.

      • Upload the screenshot of your portfolio to your favorite AI assistant, in a private chat.

      • Copy and paste the provided prompt.

      • Let the AI generate a CSV file with tickers and share amounts.

      • Download the generated CSV file.

    • In the app, upload the CSV file and confirm the import.

    • Note: Some tickers may appear as "custom tickers" if not in the app’s database; leave them as is for now.

    • Confirm that most of your portfolio holdings are now synced in Signal Sigma.

    • Click “NEXT >>” to proceed to the next step in the Guide.

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Alternative Method: Portfolio Creation With Manual Entry Mode

Steps Shown in the Video

    • Select "Manual entry” (instead of CSV upload)

    • Click "Create Portfolio."

    • After creating the portfolio, edit mode activates automatically.

    • Use this mode to add and adjust assets one by one, similar to editing a spreadsheet.

    • All changes in Edit Mode add to the total; start from zero and build up.

    • Click to add an asset (e.g., search and select "SPY").

    • Set the amount or value (e.g., enter $10,000 value, which auto-calculates shares based on last price, such as 15 shares).

    • Edit the amount if needed (e.g., change to 18 shares; the value will update automatically).

    • Note: Edit mode is additive, so each addition or adjustment increases or decreases the total portfolio size;

    • Ensure the portfolio in the app matches your brokerage account.

    • Click "Save Changes" to finalize.

    • Click “NEXT >>” to proceed to the next step in the Guide.

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