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The New Features in Our Rebuilt My Portfolio

by Charles Rotblut | January 08, 2026

One of the most-visited pages on AAII.com is My Portfolio. My Portfolio is our portfolio and watchlist tracking tool. It is available to all AAII members.

We just made it significantly better.

The completely rebuilt My Portfolio is more intuitive, with several new features and a modern look. Among the added features are the new asset allocation breakdown, customized views, a simplified way to add and delete investments, and the ability to import your holdings from your brokerage and mutual fund accounts.

  • Asset Allocation: My Portfolio’s home page in the AAII Investor Hub visually breaks down the allocations of each of your portfolios. Hovering over the bar to the right of each portfolio’s name shows you the percentage you have allocated to domestic stocks, foreign stocks, bonds and cash. It’s a quick way to determine how diversified or concentrated your portfolio is.
  • Customized Views: You can now control what data is displayed in each of your portfolio holdings tables. Clicking on the Columns drop-down menu on the right side of the Holdings page gives you the option of including or hiding specific data points. This allows you to focus only on the key criteria you want to see.
  • Model Shadow Stock Portfolio View: This customized view makes it easy to analyze your portfolio using the same criteria used to analyze the Model Shadow Stock Portfolio. This view includes valuation data, momentum data and, of course, market capitalization. There are also a few hidden gems in this view.
  • Simpler Portfolio Modifications: Adding an investment to or removing an investment from an existing portfolio can now be done with just a few clicks while viewing your portfolio. You can also still add investments to your portfolio by clicking on the “+” sign adjacent to any stock, exchange-traded fund (ETF) or mutual fund on AAII.com.
  • Import Holdings: In response to member feedback, we added the ability to import holdings—including the number of shares and purchase lots—from your brokerage or mutual fund account using a CSV spreadsheet file. Full integration with brokerage accounts is coming soon.
  • Analyze Your Portfolios Offline (Coming Soon): You will soon be able to analyze your portfolios offline. Simply load your portfolios while you are connected to the internet and keep your browser window open. Any changes you make to your portfolios while offline will be synced once you are online.

These features are available to all AAII members.

To take advantage of them, plus even more features, visit the brand-new AAII Investor Hub and log in using your AAII credentials. The Investor Hub not only houses the rebuilt My Portfolio, it also puts numerous AAII resources at your fingertips, including the AAII Stock Screens, our new artificial intelligence (AI) chatbot, James, and your personal library of saved AAII Journal articles.


More on AAII.com


AAII Sentiment Survey

Neutral sentiment among individual investors about the short-term outlook for stocks decreased in the latest AAII Sentiment Survey. Meanwhile, both optimism and pessimism increased.

Bullish sentiment, expectations that stock prices will rise over the next six months, increased 0.5 percentage points to 42.5%. Bullish sentiment is above its historical average of 37.5% for the sixth time in nine weeks.

Neutral sentiment, expectations that stock prices will stay essentially unchanged over the next six months, decreased 3.5 percentage points to 27.5%. Neutral sentiment is below its historical average of 31.5% for the 77th time in 79 weeks.

Bearish sentiment, expectations that stock prices will fall over the next six months, increased 3.0 percentage points to 30.0%. Bearish sentiment is below its historical average of 31.0% for the 48th time in 50 weeks.

The bull-bear spread (bullish minus bearish sentiment) decreased 2.6 percentage points to 12.5%. The bull-bear spread is above its historical average of 6.5% for the 10th time in 49 weeks.

This week’s special question asked AAII members what they think about the Federal Reserve’s decision to cut interest rates by 0.25 percentage points.

Here is how they responded:

  • It was the right decision: 51.1%
  • They should have left rates unchanged: 31.2%
  • They should have cut rates: 8.4%
  • They should have raised rates: 3.1%
  • Not sure/no opinion: 6.1%

This week’s Sentiment Survey results:

Bullish: 42.5%, up 0.5 points
Neutral: 27.5%, down 3.5 points
Bearish: 30.0%, up 3.0 points

Historical averages:

Bullish: 37.5%
Neutral: 31.5%
Bearish: 31.0%

See more Sentiment Survey results.



AAII Asset Allocation Survey

Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in the December AAII Asset Allocation Survey.

Stock and stock fund allocations decreased 0.4 percentage points to 70.8%. Stock and stock fund allocations are above their historical average of 61.5% for the 67th consecutive month.

Bond and bond fund allocations increased 0.4 percentage points to 14.4%. Bond and bond fund allocations are below their historical average of 16.0% for the fifth time in nine months.

Cash allocations were unchanged at 14.8%. Cash allocations are below their historical average of 22.5% for the 37th consecutive month.

December AAII Asset Allocation Survey results:
  • Stocks and Stock Funds: 70.8%, down 0.4 percentage points
  • Bonds and Bond Funds: 14.4%, up 0.5 percentage points
  • Cash: 14.8%, down 0.1 percentage points
December AAII Asset Allocation Details:
  • Stocks: 29.8%, down 2.3 percentage points
  • Stocks Funds: 41.0%, up 1.9 percentage points
  • Bonds: 4.7%, down 0.0 percentage points
  • Bond Funds: 9.8%, up 0.5 percentage points

Historical averages:
  • Stocks/Stock Funds: 61.5%
  • Bonds/Bond Funds: 16.0%
  • Cash: 22.5%

Take the Asset Allocation Survey.


Discussion

Barry from TX posted 6 months ago:

Charles, I prefer to keep my investment relationships compartmentalized based on the relative COMPARATIVE ADVANTAGES and COST STRUCTURES of the multiple institutions I patronize. I find that one size does not fit all when it comes to investment services. #1 I do not want all my meager investments and personal wealth DATA and TRANSACTIONS to be AGGREGATED in any one place where any of them (or anyone) can "research" my positions and transactions. #2 "Data security" and "cybersecurity" are very problematic oxymorons these days. #3 NO organization of any size (and especially any individual investor) is safe from having its/their data purloined and sold multiple times indiscriminately to unnamed "business associates" that we MUST agree to accept in industry-standard user agreements we have to "agree to" to receive the nominal value of the services we seek. #4 I already see that every broker I use has somehow gleaned the totals of some of my other investment accounts at other brokerages. #5 "To serve me better?" I doubt it. I receive a parade of spontaneously generated solicitations to consolidate the accounts I seek to isolate. #6 Despite my efforts to scatter my investments across several brokers, I see some of them showing up on my brokerage sites. #7 This indicates to me that significant tranches of the investment industry use a limbo pole as their bar for the level of integrity they are willing to accept as "professional" and "ethical conduct. #8 These same providers want me to "trust" them. Right. #8 And, "no Lucy, you and Ethel cannot be in the big show tonight" ... and I don't need another "titanium" or "platinum" or "premier" credit card with generous travel reward points. #9 PS: I would consider such an offer, but only if the "double triple bonus reward points" I earn can be redeemed to pay arbitration or legal fees.


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