To convert a watchlist to a portfolio in legacy Portfolio Manager, select Convert to Portfolio under the Create menu. Because portfolios created in Portfolio Manager are mirrored in Investor ...

Philippe Laffont is the founder and portfolio manager of Coatue Management, a hedge fund and venture capital firm that ...

Portfolio management is how you set yourself up for long-term financial success and stability. Learn how to square your own investments with your time horizon and risk tolerance. There’s no one ...

number of shares or share price are optional when creating a watchlist in Portfolio Manager. We sell different types of products and services to both investment professionals and individual investors.

The title of portfolio manager is generally a catchall term for a person or firm that's responsible for investing client assets. A more precise definition, however, depends on the type of firm.