Do I have to connect a trading account to use Simvestrix?

No. Trading connection is optional. You can use tracking, analysis, demo portfolio and Watchlist without connecting anything.

Is Simvestrix a broker?

No. Simvestrix is not a broker and does not hold customer funds. If you connect trading, the account and execution are managed by a third-party brokerage provider.

Is this investment advice?

No. The information and tools are for learning and informational purposes only and are not investment advice or portfolio management.

Simvestrix Guide — tracking, analysis & a demo portfolio

In a few minutes you’ll learn how to: get a market snapshot, find a stock, open the chart, and add it to a demo portfolio and Watchlist. If you choose — you can also connect a supported third-party brokerage account (optional) to execute actions from within the platform.

Before you start:

Sign in / sign up to save your portfolio, lists, and settings.
Add your first stock via the Search page.
On the chart, enable MA200 and RSI for a quick baseline.

Step 1 — Demo portfolio (home page)

This is your demo portfolio: add stocks, set average price and shares, and track value and return. Practice only — no real money.

Add stocks: type a symbol (AAPL/NVDA/…) or pick from suggestions.
Update position: avg price + shares → portfolio value & return.
Quick actions: open chart, details/delete/alerts.

⚠️ Educational only. Not investment advice.

Create a free portfolio

Portfolio page with holdings and actions — Tip: start with 5–8 diversified stocks and update as you practice.

Step 2 — Market page (overview)

A quick snapshot: indexes, comparisons, and short insights that focus what to check now.

Index cards: daily change and a mini chart.
Performance comparisons: see what leads the market.
Jump to Search/Chart when something stands out.

Market screen: indexes, comparisons and insights — Tip: use the overview to jump to Search/Chart when something looks interesting.

Step 3 — Stock search

Find stocks fast: search by symbol/name, chips (Big Tech/AI), and “today’s trends”. From each card: ➕ to portfolio or ⭐ to Watchlist. On narrow/mobile screens, swipe the card left to reveal ➕/⭐ actions.

Type a symbol (AAPL) or company name (Apple) and press Enter.
On a card: ⭐ Watchlist • ➕ Portfolio • click opens the chart.
If you don’t see actions: swipe the card left (mobile/narrow screens).

Search page with result cards — ⭐ = review later; ➕ = practice in demo portfolio. If actions are hidden — swipe left.

Step 4 — Chart page

Candlestick chart with built-in tools: MA20/50/150/200, Bollinger, MACD, RSI, Volume. Goal: understand trend, key levels, and volatility quickly.

Enable MA200 and RSI for a baseline direction.
Add MACD/Bollinger when you need more depth.
Save interesting stocks to Watchlist with one click.

Candlestick chart with RSI, MACD and Bollinger — “Tools” toggles indicators quickly.

Step 5 — Trading account connection (optional)

If you want to execute actions from within Simvestrix, you can connect a trading account via a supported third-party brokerage provider. The connection is user-authorized (OAuth or a similar mechanism) and can be disconnected anytime. You can keep using the platform without connecting.

Open the connect page and authorize securely (OAuth or a similar mechanism).
After a successful connection, you can execute actions based on granted permissions.
Disconnect anytime from Settings.

⚠️ Simvestrix is not a broker and does not hold funds. Not investment advice.

Connect trading account

Step 6 — Watchlist

Collect stocks for quick review: add from Search, set price alerts, and jump to the chart.

Add: type a symbol and press ➕ or Enter.
Manage: 🗑️ delete • 🔔 alerts • open chart by clicking the symbol.
Keep it focused (5–10 stocks) and review weekly.

Watchlist with selected stocks — Short watchlist = focus. Too long = noise.

FAQ

Disclaimer: Simvestrix is an information, analysis and learning platform. This content is not investment advice.

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