The Integrated Portfolio System
Each feature on Investography is useful independently. Combined, they create a feedback loop: the screener finds candidates, the watchlist tracks them, the calendar plots events, alerts fire on conditions, the morning brief provides context, and the portfolio tracks outcomes. Running this loop consistently is what separates reactive trading from systematic investing.
Using the Screener as a Stock Discovery Engine (Pro+)
The advanced screener filters by RSI range, 52-week proximity, moving average cross signals, and volume surge alongside basic price and change filters. Use it monthly to surface stocks that meet your entry criteria. Set it to show stocks with RSI below 40 and near their 52-week low — this surfaces oversold stocks at technical support, a common setup before recoveries.
Portfolio Transactions Log (Pro+)
Log every buy and sell transaction in the Portfolio Transactions feature. Over time this builds a complete record of your entry and exit prices, quantities, and dates. You can calculate realised P&L, measure your yield on cost for dividend stocks, and assess whether your alerts are translating to profitable entries.
Review your transaction log at month-end alongside the EOD summaries from the Calendar. Compare your entry dates against the market greed index readings at the time. If your best entries consistently happened when greed was below 35, that is a data-backed confirmation to weight toward contrarian entry timing.
Tier-Based Feature Allocation
On a Pro plan you have 25 watchlist slots, 300 alerts per month, 20 WhatsApp notifications, and full screener access. Allocate these deliberately. Reserve 10 watchlist slots for active trading candidates, 10 for long-term holds, and 5 for sector bellwethers. Allocate WhatsApp alerts to your highest-conviction, most time-sensitive rules. Save email delivery for slower-moving conditions.
The Weekly Portfolio Audit
Premium Tier: Maximum Platform Value
On Premium, you get 5-second live data from the CSE feed, 5-second alert checks, 50 watchlist slots, 1000 alerts per month, and 100 WhatsApp notifications. The 5-second alert check is the defining advantage — on a volatile session, a price move can unfold and partially reverse within a minute. At 5-second checks, you are notified at the earliest possible moment and have maximum time to decide. This tier is designed for investors managing larger positions where early notification has real financial consequence.
Building Toward Consistency
The most valuable outcome of running this system for 6 to 12 months is the pattern library you build. You will know which alert types give you the most actionable signals on the CSE. You will know which calendar events reliably create opportunities. You will know your own decision-making patterns under different market conditions. Investography provides the tools — the pattern recognition comes from consistent use over time.