Managing a systematic portfolio requires discipline and consistency. I publish updated rankings every Sunday. Users of the method then check their holdings against their minimum rank threshold—some weekly, others every 2-4 weeks—to identify which positions to exit. This manual process is time-consuming and prone to errors. Today, I'm releasing a tool that automates this critical step in The Alpha Engineer methodology. The Portfolio Manager tool automatically generating SELL or HOLD signals for the entire portfolio in seconds.
Key Features
Automatic Signal Generation: Upload the weekly ranking file and instantly see which positions require action
Portfolio Persistence: Export the portfolio each week, then import it the following week to maintain continuity
Position Sizing Calculator: Automatically calculates minimum and maximum position sizes based on the portfolio value
100-Stock Capacity: Track up to 100 positions simultaneously
Gather Stock Data: Displays name, sector, country, market cap, current rank, previous rank, and current liquidity status
Browser-Based: Works on any device with a web browser—no installation required