Unlock Smarter Investing with InvestSimple PortfolioTracking & Valuation Alerts

Introduction

In today’s fast-moving markets, knowing not just what you own but how it’s valued can be the difference between building lasting wealth and chasing short-lived gains. InvestSimple’s integrated

Portfolio Tracking and Valuation Alerts suite puts every critical data point at your fingertips. Seamlessly uniting real-time pricing, intrinsic-value estimates, margin-of-safety metrics, conviction signals, and a personal trade log in one intuitive dashboard, it empowers you to act with confidence, discipline, and speed.

Unified Dashboard:

All Your Holdings, One View

Gone are the days of toggling between brokerage statements, spreadsheets, and alert services.

InvestSimple aggregates your stocks, ETFs, mutual funds, and even cryptocurrencies into a single, customizable dashboard. With automatic data updates every minute, you see current market prices, fair-value estimates, and historical valuation trends side by side so you don’t just track performance, you understand it.

Live Margin-of-Safety Monitoring

Popularized by Benjamin Graham and Warren Buffett, the margin-of-safety principle teaches buying

when price is meaningfully below intrinsic value. InvestSimple brings this timeless concept into the

digital age:

• Dynamic Safety Bands show your percentage margin above or below fair value.

• Instant Alerts notify you the moment a position drifts outside your comfort zone—whether it becomes

underpriced (buying opportunity) or overpriced (time to consider trimming). By quantifying downside

risk in real-time, you avoid emotional reactions and focus on decisions backed by objective data.

Customizable Valuation Alerts

Markets move in minutes, but traditional research services can lag hours or days. InvestSimple’s

Valuation Alerts bridge that gap:

• Email & Mobile Push Notifications

• Thresholds You Control (e.g.,

alert when price crosses 10% below fair value)

• Deep-Dive Links take you straight to conviction charts

and margin-of-safety history Whether you’re a swing trader hunting momentum plays or a long-term

investor safeguarding capital, these alerts ensure you never miss a signal.

Actionable Conviction Signals & Trend Insights

Numbers alone aren’t enough—context matters. InvestSimple overlays technical indicators and

fundamental data to generate a conviction score for each holding. Visual charts display:

1. Valuation vs.Entry Cost over time, highlighting when a holding became unusually cheap or expensive relative to your

purchase price.

2. Blended Momentum & Value Signals so you can sense whether a move has broad

market support or stems from temporary volatility. This “360°” view helps you decide whether to hold, buy more, hedge with options, or take profits.

Your Personal Trade Log

Every decision is a learning opportunity. InvestSimple’s built-in Trade Log captures your buys, sells,

and written notes alongside automatic timestamps and valuation snapshots. Over time, you gain clarity

on which strategies work best, refining your process and sharpening your edge.

Who Benefits

• Value Investors seeking disciplined, data-driven entry points.

• Swing Traders looking for precise

buy/sell triggers.

• Long-Term Holders wanting an early warning system against overvaluation.

• DIY Investors & Financial Advisors who need a scalable, transparent way to monitor multiple accounts.

Getting Started: Your 21-Day Free Trial

Ready to elevate your investing? Sign up for InvestSimple today and explore the full suite—Portfolio

Tracking, real-time Valuation Alerts, conviction signals, trend charts, and trade logging—absolutely free

for 21 days. No credit card required. Start your trial now at https://www.investsimple.ca/