Inside Premium: Sharpen Your Strategy with New Portfolio Tools

Seeking Alpha Premium Features Webinar Summary

Key Concepts:

• Customizable Alerts: Tailoring notifications for price changes, rating updates, analysis, and news related to specific stocks or portfolios.
• Portfolio Grouping: Organizing portfolios by sector, industry, country, asset type, or custom tags for deeper analysis.
• Insider Transactions: Accessing data on insider buying and selling, including remaining ownership and 10B51 plan details.
• Homepage Customization: Personalizing the Seeking Alpha homepage with relevant cards and information.
• Advanced Charting: Utilizing technical indicators like RSI for in-depth stock analysis.
• Comparison Tool: Analyzing and comparing ETFs based on various metrics.
• Seeking Alpha Community & News Quiz: Engaging with the Seeking Alpha community and participating in investment quizzes.

I. Customizing Alerts for Investment Strategy

Fred Egler and Sam Drackett began by highlighting improvements to alert customization within Seeking Alpha Premium. Previously, alerts were accessed via a bell icon. Now, price alerts are directly accessible via a "Add Price Alert" CTA next to price data on a stock’s symbol page. Users can set multiple price points simultaneously within a single flow. A "View Price Alerts" CTA replaces the "Add Price Alert" button after alerts are created.

Similarly, rating alerts are now accessible via a "Get Notified When Ratings Change" CTA in the rating summary section of the symbol page. Selecting "Quant" and saving sets a quant rating alert, with a "View Rating Alert" CTA replacing the original button. Following a ticker allows further customization of analysis and news alerts directly from the follow button.

Mobile App Implementation: On the mobile app, price alerts are accessed by scrolling to "Expand for Key Data" below the price graph and selecting "Add Price Alert." Rating alerts are similarly accessible within the rating summary.

Portfolio Page Alerts: Users can now hover over tickers within their portfolios to reveal a bell icon allowing for quick price alert creation. This also provides access to delete tickers from the portfolio.

II. Portfolio Grouping for Enhanced Analysis

Sam Drackett introduced the new portfolio grouping feature. Accessible via a dropdown menu in the top right corner of a portfolio view, this feature allows users to organize holdings by:

• Sector
• Industry
• Country
• Asset Type
• Custom Tags: Users can create up to 10 custom tags to categorize holdings. A pencil icon allows for tag creation and modification.

This grouping functionality is currently limited to individual portfolios and is not available in the "All Holdings" view.

III. Enhanced Insider Transaction Data

Seeking Alpha Premium has added two new fields to its insider transaction data:

• Remaining Ownership: Displays the number of shares an insider still owns after the transaction.
• 10B51: Indicates whether the transaction was part of a pre-planned trading program (10B51 plan).

This data is available for both insider buying and selling transactions. A homepage card highlights notable insider buying activity, also displaying these new fields.

IV. Homepage Customization and Tools

Fred Egler demonstrated the homepage customization options. Users can personalize their homepage by adding, removing, and reordering cards via two access points: a pencil icon in the top left corner and a "Customize My Topics" button in the "My Seeking Alpha" section. Cards include options like trending stocks, insider buying activity, and dividend aristocrats.

Comparison Tool: Users can compare ETFs using the comparison tool, accessible from the left-hand navigation. This tool displays key metrics and allows for charting performance.

Advanced Charting: The advanced charting tool allows users to apply technical indicators like Relative Strength Index (RSI) to stock charts. Indicators can be customized via a right-click menu.

V. Additional Features & Resources

• Seeking Alpha News Quiz: A February challenge offers a Pro subscription to the top performer on the leaderboard.
• Notification Management: Users can customize email and alert preferences in the "Manage Emails and Alerts" section of their profile settings.
• Premium How-To Videos: A video hub provides short tutorials on specific Premium features. (Link provided in chat).
• Community Feature: A new community feature allows for interaction and discussion among Seeking Alpha users. (Link provided in chat).

Notable Quotes:

• “We’ve streamlined the notifications and actually given you more customization by keeping this follow button very streamlined and adding the view price alerts and view rating alerts um CTAs in context in this price section and in this rating section.” – Fred Egler
• “This is a really powerful way to go about organizing your portfolio to understand the composition uh a little bit more deeply.” – Sam Drackett

Technical Terms:

• Quant Rating: Seeking Alpha’s proprietary stock rating system.
• ETF: Exchange Traded Fund.
• RSI (Relative Strength Index): A momentum indicator used in technical analysis.
• 10B51 Plan: A pre-planned trading program allowing company insiders to set up automatic stock sales.
• Arvall: A metric related to volume, not currently available in the screener but considered for future inclusion.

Logical Connections:

The webinar progressed logically from alert customization (proactive monitoring) to portfolio organization (strategic overview) and then to specific data enhancements (insider transactions). Homepage customization and the comparison tool were presented as tools to leverage the enhanced data and organization. The concluding section highlighted additional resources and community engagement opportunities.

Data & Statistics:

• Seeking Alpha Pro subscription value: up to $2,400 annually.
• Users can create up to 10 custom tags for portfolio grouping.

Conclusion:

The webinar showcased significant enhancements to Seeking Alpha Premium, focusing on increased customization, improved data access, and streamlined workflows. The new features empower users to proactively monitor investments, organize portfolios for deeper analysis, and make more informed decisions. The emphasis on community engagement and readily available resources further enhances the value proposition of the Premium subscription.