Stockfolio for Mac is a professional portfolio management and stock analysis software designed specifically for macOS. With its intuitive interface, powerful data visualization capabilities, and in-depth market analysis tools, it helps investors efficiently track, analyze, and manage their financial assets. This article aims to provide a detailed software operation guide to help you quickly master its core features.

I. Detailed Explanation of the Core Interface and Workspace

After launching Stockfolio, you will see a clearly structured, information-rich main window, primarily divided into the following core areas:

Top Menu Bar and Toolbar: Contains all advanced operation menus (File, Edit, View, Analysis, etc.) as well as shortcut buttons for commonly used functions (such as adding stocks, refreshing data, switching views).
Left Navigation Sidebar:
- Portfolio List: Displays all the portfolios you have created, supporting quick switching.
- Watchlist: Used to track stocks of interest without adding them to a portfolio.
- Market Overview: Provides macro data views such as major indices and sector performance.
- Alerts List: Centrally manages the price or news alerts you have set.
Central Main Workspace: This is the core area for information presentation, changing dynamically according to the currently selected view.
- Portfolio Overview View: Displays asset allocation with pie charts and bar charts, and lists holdings details (ticker, position size, cost basis, market value, gain/loss, etc.).
- Stock Detail View: When a particular stock is selected, this area displays rich option cards, including intraday/daily K/weekly K charts, fundamental data (P/E ratio, dividend yield, etc.), news feed, financial statement summaries, and more.
- Chart Analysis Panel: Provides various drawing tools (trendlines, Fibonacci retracement), technical indicators (MACD, RSI, Bollinger Bands, etc.), and overlay features.
Right Information Panel (collapsible):
- Real-time Quotes: Displays real-time bid/ask prices, trading volume, etc. for the selected stock.
- Order Book (if supported): Displays market depth data.
- Quick Trade Panel (e.g., integrated with brokers): Allows simulated or live order placement.
Bottom Status Bar: Displays key summary information such as data update time, connection status, total asset net value, and daily total profit/loss.

II. Complete Workflow: From Creation to Export

1. Create or Open a Portfolio

Steps:

Launch Stockfolio.
In the menu bar, click File -> New Portfolio, or use the shortcut Command + N.
In the dialog that appears, enter a portfolio name (e.g., “My A-Share Portfolio”), base currency, and optionally add a description.
Click “Create.” The new portfolio will appear in the left sidebar.
To open an existing portfolio, click its name directly in the left sidebar, or select it from File -> Open Recent.

2. Add securities to a portfolio or watchlist

Steps:

Make sure the target portfolio or watchlist is selected in the left sidebar.
Click the “+” button in the toolbar, or use the shortcut Command + Shift + A.
In the search box that appears, enter a ticker symbol (e.g., AAPL), company name, or ISIN to search.
Select the correct security from the results and click “Add.”
For a portfolio, an “Add Position” dialog will appear. Enter the following:
- Purchase Date: Click the date field to select a date.
- Quantity: Enter the number of shares.
- Cost Price: Enter the cost per share (you can check “Include Fees” and enter the commission).
Click “Confirm” to finish adding. The security and its position information will appear in the main workspace.

3. Analyze data and charts

Steps:

In the portfolio list or watchlist, click any security.
The main workspace will switch to the detail view for that security.
View Charts:
- Select a time period (1 day, 1 month, 1 year, 5 years, etc.) above the chart.
- Click the indicator buttons above the chart (such as MA, RSI) to add technical indicators to the chart.
- Click the drawing tool icons (trend line, horizontal line), then click and drag on the chart to draw.
View Fundamentals: Click the “Fundamentals” or “Financials” tab to view valuation metrics, income statement summaries, etc.
View News: Click the “News” tab to browse real-time news feeds related to the security.

4. Adjust Holdings and Update Transactions

Steps:

In the portfolio overview, locate the holding row you need to adjust.
Right-click the holding, or click the “More” (…) button at the end of the row.
In the context menu, select Edit Transaction or Add Transaction.
In the transaction dialog:
- Select the transaction type: buy, sell, dividend reinvestment, etc.
- Enter the new date, quantity, and price.
- The software will automatically calculate and update the average cost, total holdings, and profit/loss.
Click “Save” to complete the update.

5. Set Price Alerts

Steps:

Right-click on any security (in the portfolio or watchlist), and select Set Alert.
In the alert conditions, set the trigger type (e.g., “Price is above”, “Price is below”, “Change exceeds”).
Enter the target price or percentage.
Choose the notification method (usually desktop notification).
Click “Create”. The alert will appear in the “Alerts” list on the left.

6. Export Portfolio Report

Steps:

Make sure the target portfolio is selected in the left sidebar.
In the menu bar, click File -> Export -> Portfolio Report.
Choose the export format (usually PDF or CSV).
In the following options, select the data range to include (e.g., all holdings, transactions within a specific date range, current profit/loss summary).
Click “Export”, choose a save location, and the report file will be generated.

III. Advanced Tips for Common Features

Multi-Window Comparison: Select a stock, hold the Command key and drag it from the list to an empty area on the desktop to create a new standalone window containing that stock’s details. This method can be used to compare multiple stocks or different period charts of the same stock at the same time.
Custom Views and Columns: Right-click on the table header in the portfolio overview, select “Choose Columns” to customize which data fields are displayed (such as beta, market value, sector, etc.), and drag the header to adjust column order.
Batch Operations: In the watchlist or portfolio, hold the Command key and click to select multiple securities, then right-click to batch add to a portfolio, set alerts, or remove them.
Chart Memory: Technical indicators and drawing tools added to a stock’s chart will be automatically remembered and loaded the next time you open that stock, making it easy to continue technical analysis.
Keyboard Shortcuts: Mastering keyboard shortcuts can greatly boost efficiency. For example, pressing Command + F anywhere in the app quickly brings up the global symbol search box.

IV. Common Issues and Solutions

Issue: Stock symbol search returns no results or data is not updating.

Solution: First check your network connection. Confirm that the symbol you entered is the correct one for that exchange (for example, Tencent Holdings is 0700.HK on the Hong Kong stock market). Try searching with the company’s full name or switching data sources (if the app supports it). If the problem persists, it may be a temporary issue with the data provider—try again later.
Issue: The total profit/loss calculation for the portfolio is inaccurate.

Solution: Check whether the “cost price” of each transaction already includes commissions and taxes. Ensure that all transaction records (including corporate actions such as dividends and stock splits) have been entered correctly. Verify the calculation basis for the average cost in the holdings editor.
Issue: The software interface is cluttered or some panels have disappeared.

Solution: Go to the menu bar View -> Reset Workspace Layout to restore all panels to their default positions and states.
Issue: Alerts are not triggering.

Solution: Check the system notification settings and ensure that Stockfolio has permission to send desktop notifications. Confirm that the alert conditions are set correctly (for example, “price is above” rather than “below”). Check whether the data feed for the stock is working properly (whether the real-time price is updating).
Issue: Charts load slowly or lag.

Solution: Try reducing the number of technical indicators overlaid at the same time. Shorten the time period displayed on the chart (for example, from 10 years to 1 year). Close unnecessary software windows to free up system resources.

V. Stockfolio for Mac Keyboard Shortcuts Summary

Function	Shortcut (Mac)	Description
New Portfolio	`Command + N`	Create a new portfolio
Open Portfolio	`Command + O`	Open an existing portfolio file
Save Portfolio	`Command + S`	Save changes to the current portfolio
Add Security	`Command + Shift + A`	Open the add security search box
Global Search	`Command + F`	Focus on the security/feature search box
Refresh Data	`Command + R`	Manually refresh all market data
Show/Hide Sidebar	`Command + Option + S`	Toggle the display of the left navigation sidebar
Show/Hide Right Panel	`Command + Option + P`	Toggle the display of the right information panel
Toggle Full Screen	`Control + Command + F`	Enter or exit full-screen view
Edit Selected Holding	`Command + E`	Edit the currently selected holding transaction
Delete Selected Item	`Delete` or `Command + Delete`	Remove the selected security from the portfolio or list
Copy Selected Data	`Command + C`	Copy the contents of the selected cells in the table
Export Report	`Command + Shift + E`	Quickly open the export dialog
Preferences	`Command + ,`	Open the software preferences window
Quit Software	`Command + Q`	Quit the Stockfolio application