PRODUCT — RESEARCH

Portfolios

RESEARCH

A portfolio view that is actually wired to signals, recaps, and company pages — not a spreadsheet that dies the week after you build it.

What the portfolio view is for

You can import holdings from CSV or Excel, or build a book in the app. Once the names are there, performance, earnings dates, dividends, and portfolio-scoped alerts sit on the same page.

Ryxel does not execute trades or custody assets. It is a research layer on top of a book you already keep at a broker. There is no live sync. When you trade, you update the snapshot.

The point of importing is so news, signals, and company pages start from what you own. A generic watchlist is how people research names they will never hold.

Cost basis and tax lots stay at the broker. Use Ryxel to answer what changed and which holding deserves a company-page hour this week.

What you get

Import
CSV or Excel uploads
Tracking
Performance, earnings dates, dividends
Alerts
Signals calibrated to holdings
Also
Similar-ETF comparison from a held fund
Where it lives
In-app Portfolios after you sign in
Not included
Trade execution, custody, live broker sync, or tax filing

How to keep a book that does not go stale

  1. Step 1

    Export from the broker, then import

    CSV and Excel are supported. Column layouts vary, so you may need a clean export. You do this when the book changes, not every tick.

  2. Step 2

    Use the calendar, not the tape

    Earnings dates and dividends on the holdings are the weekday jobs. That is the cadence that matches a real account.

  3. Step 3

    Open the two names that moved

    Performance is a pointer. The research is the company page, the recap, and the news for those tickers.

  4. Step 4

    Re-import when you actually traded

    The book is a mirror. If you bought or sold at the broker, update the snapshot so signals stay honest.

Who the portfolio view is for

For people who already have an account somewhere and want research attached to those names.

A good fit if

  • You can export a CSV

    If the broker will give you a file, you can start. You do not need a live API hook.

  • You hold more than two tickers

    A calendar and scoped signals pay off when you cannot keep every print in your head.

  • You want research, not another broker

    Execution stays where it is. This page is the analysis layer.

Not the right tool if

  • You want Ryxel to place the trade

    We will not. There is no ticket and no custody.

  • You need tax lots and cost basis as the source of record

    Keep that at the broker. Importing here is for research, not filing a return.

Why it is useful

Holdings as the index

News, signals, and earnings are more useful when they start from what you own instead of from a generic watchlist.

Earnings and income dates

A calendar for the names in the book beats discovering a print on social media.

Import instead of retyping

CSV and Excel exist because nobody wants to key fifty tickers by hand twice a year.

Stays a research tool

We do not become your broker. The book in Ryxel is a mirror for analysis.

Jobs this actually helps with

Weekly holdings review

Open the book, scan performance, then open the two names that actually moved.

Earnings week prep

See which holdings report, then read the company page and recent news before the call.

Dividend check

Track income dates and amounts for the names you hold for yield.

Signal triage

When a portfolio-scoped alert fires, you already know why that ticker is on the list.

Frequently asked questions

Does Ryxel place trades?

No. Import or enter holdings for research. Execution stays at your broker.

What file types can I import?

CSV and Excel uploads are supported. Column layouts vary by broker, so you may need a clean export.

Is my broker connected live?

The portfolio is a book you maintain in Ryxel. It is not a live brokerage sync.

Is this investment advice?

No. Ryxel is a research and tracking tool. It does not recommend trades, manage money, or act as a broker or registered investment adviser. You decide what to do with the information.

Open the app and try it

Create an account to use signals, recaps, news, and company research on the names you care about.

Ryxel is a research tool. It is not financial advice, a broker, or an investment adviser.