Keeping Track of Potential Investments

[mcliu]

How do you guys keep track of potential investments and their prices? I've looked at a lot of companies and there are often times where after I've researched a company, it falls into target range a few months later but I would miss it since I don't keep track of prices. Do you guys use price alerts?

[matjone]

I asked this question, supposedly scottrade offers this service.  I use google docs, but I have to enter a lot of things manually.

 

[moustachio]

Many brokerage software have price alerts built in. You can also build a watchlist with yahoo finance and set alerts and get an email when it hits a price target.

[hyten1]

i have a bunch of yahoo finance portfolio i track different type of stocks

 

i set the  low and high limit for the price

 

hy

[CONeal]

Fidelity has price alerts and this is the route I go. Get an email once the price is hit.  Though those alerts are very rare lately. 

[matjone]

I'd like to get a regular report of how much these price alerts are being revised upwards or downwards, might be a good indicator of psychology.

 

What types of securities can you put into these alerts?  Do any of these allow you to do so with foreign securities? 

[Palantir]

I run a Hit List on Google Finance. I put down target prices in the notes. So far, tracking has not been hard, actually making the move when it falls to your price has been.

[Philip Morris IV]

I use a free Morningstar account to track.  I sort them by 3 different mock "portfolios" - cheap, wide moat, and high dividend.

 

When I decide to track a stock, I just add 100 shares to the portfolio.  You can create custom views to sort them by however you want.  I don't use alerts, but check it regularly.  I like to track 30-50 at a time so at least several are down, implying an opportunity to look into.

 

Lately everything's been up though, and it's been frustrating.  There's not a margin of safety to be found.