Your positions, next to your research.
Connect a brokerage through SnapTrade, which holds the connection so geoGM never sees your broker password, or build a portfolio by hand. Either way it lives in the same workspace as the analysis.
Read-only
geoGM reads positions, transactions and balances. It cannot place an order.
PrimeFolio
Composition, tracking, and bull, base and bear scenarios that you set, starting from analyst estimates.
Fundamentals & exposure
Your portfolio's fundamentals and its revenue by region, from Analyst up.
By hand, if you prefer
Build a portfolio manually on any plan; connecting a brokerage starts at Analyst.
How it connects
Your holdings rise to the top of the Calendar and show as pins on the map.