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What is the Portfolios Feature?

About Unusual Whales, General Options

The Portfolio Tracker documents and tracks the performance of filed trades. All members of Congress can be found here, including Nancy Pelosi, as well as some public figures such as Dave Portnoy. 

You can search through all portfolios, and save those you wish to follow to your own watch list. To search for a specific political portfolio for example, you’ll scroll to the section at the bottom, “All Political Portfolios”, and search the individual using the search bar. In this example, we’ve used Nancy Pelosi’s portfolio.

Once you select the portfolio you want, you’ll be taken to their portfolio overview page. On this page, you’ll find their total portfolio value, the stocks they hold, any options contracts they have transacted, as well as a full account of all reported trades for the selected politician. You can track and follow these portfolios by clicking “Follow” in the top right hand side of the page. All followed portfolios will be listed within the “Your Followed Portfolios” on the left hand sidebar.

Not only can you follow these portfolios on-site, you can also create custom push notifications to your mobile device any time there is a change to one of your followed portfolios. To do so, head over to the “Custom Alerts” page (which you can find in the sidebar, or select the Custom Alerts link from the Get Notifications panel on the left hand side of the Portfolios Overview page).

You’ll first select “Politician Trades”. You can set up the alert to push notifications for politician trades in ALL stocks, specific tickers, and even limit it to only send notifications when a politician reports trades in stocks within your watchlists. From there, you can opt to limit alerts only to specific politicians, member types, and markets; or you can leave the settings on default to receive all politician trade notifications.

This video on the Unusual Whales YouTube also helps break down how to get these push notifications for various events!