Upgraded My Portfolio and Stock Screens Available Exclusively on the AAII Investor Hub
My Portfolio and the AAII Stock Screens are getting an upgrade. Both will be fully transferred to the AAII Investor Hub this weekend. This change will provide you with new features.
My Portfolio will be accessible only on the AAII Investor Hub going forward. All member portfolios have already been automatically transferred over to the new My Portfolio. There is nothing you need to do if you have information saved in the legacy My Portfolio. Go to the Investor Hub to take advantage of the new features.
Those new features include:
The ability to import holdings directly from your broker (coming soon)
The ability to view your portfolio offline via the AAII Investor Hub app
Customized views displaying your preferred metrics for stocks, such as sales and earnings growth (coming soon)
Specialized metrics for subscribers to our premium newsletters and AAII Platinum
Yes, you read the “offline” part of that second bullet point correctly. You can download the Investor Hub directly to your computer, smartphone or tablet and access your portfolio when you are offline. To download the Investor Hub, click Install in the Install App pop-up window that will appear when you log in to the Investor Hub.
Once you have downloaded the Investor Hub to your device, it will update when you open it while you have an internet connection.
Additional instructions for installing the AAII Investor Hub are available at the end of this article.
Secure Broker Integration
We know security matters to you. Broker integration will be provided via the Plaid network. Plaid is a read-only application widely used in the financial industry. Plaid only provides us with your portfolio holdings in the accounts you choose in a read-only format. We cannot alter or edit your portfolio holdings.
Other Investor Hub Enhancements
The AAII Stock Screens are also fully integrated into the AAII Investor Hub, including your favorite screens. Among the new features we’ve added are:
The ability to sort passing stocks by the criteria that are most important to you
A brand-new interactive chart that makes analyzing performance easier
Access to historical lists of passing companies for each screen, with data dating back to the fall of 2024
Plus, if you find a stock you are interested in, you can add it directly to My Portfolio. This seamless integration makes it easy to jump back and forth between our idea-generating stock screens and your portfolios in the Investor Hub.
In addition to these new features, we’ve already included plenty of enhancements in the AAII Investor Hub, including access your saved AAII articles, the Ask James artificial intelligence (AI) chatbot feature and more. Most importantly, even more features are coming to the AAII Investor Hub. It is a great addition to your AAII member benefits.
Additional Ways to Install the AAII Investor Hub App
If you do not see the prompt to install the AAII Investor Hub on your device, here are other ways to install it.
On both Windows PCs and Apple Macs, install the app by clicking the monitor icon in the top-right corner of the Chrome browser or the box with the upward-pointing arrow in the top-right corner of the Safari browser. We suggest dragging the icon to the Windows taskbar or the macOS Dock at the bottom of your screen for easy access.
If you are using an iPhone or iPad, call up the Investor Hub in the Safari browser (the default web browser on iPhones) and click on the three horizontal dots at the bottom of the screen.
Then click Share, scroll down the list options and select Add to Home Screen. (Note: If you do not see the horizontal dots at the bottom of your screen, look for a square with an upward-pointing arrow and click on it to bring up a menu similar to the one shown below.)
If you are using an Android phone (e.g., a Samsung Galaxy) or tablet, click the down arrow in the upper-right corner in the browser bar.
More on AAII.com
Your Guide to the New AAII Investor Hub
AAII’s new Investor Hub brings your portfolios, watchlists and research together in one place.Choosing the Right Stock Screen for Your Investing Strategy
A well-designed screen can provide you with a preliminary list of stocks that hold promise.Dollar-Cost Averaging Versus Lump-Sum Investing: Which Builds More Wealth?
In a test of rolling 20-year periods since 1926, lump-sum investing outperformed dollar-cost averaging 73% of the time. Get the details in the March 2026 AAII Journal.
AAII Sentiment Survey
Pessimism among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey. Meanwhile, optimism and neutral sentiment decreased.
Bullish sentiment, expectations that stock prices will rise over the next six months, decreased 1.1 percentage points to 31.9%. Bullish sentiment is below its historical average of 37.5% for the fourth consecutive week.
Neutral sentiment, expectations that stock prices will stay essentially unchanged over the next six months, decreased 9.7 percentage points to 21.7%. Neutral sentiment is unusually low and is below its historical average of 31.5% for the 86th time in 88 weeks.
Bearish sentiment, expectations that stock prices will fall over the next six months, increased 10.9 percentage points to 46.4%. Bearish sentiment is unusually high and is above its historical average of 31.0% for the fifth consecutive week.
The bull-bear spread (bullish minus bearish sentiment) decreased 12.0 percentage points to –14.4%. The bull-bear spread is unusually low and is below its historical average of 6.5% for the fifth consecutive week.
This week’s special question asked AAII members what impact the military conflict with Iran is having on their short-term outlook for stocks.
Here is how they responded:
It is bearish for stocks: 38.0%
It is a reason to be a little more cautious: 33.5%
It creates a buying opportunity: 21.9%
No impact: 4.6%
Not sure/no opinion: 2.1%
This week’s Sentiment Survey results:
Bullish: 31.9%, down 1.1 points
Neutral: 21.7%, down 9.7 points
Bearish: 46.4%, up 10.9 points
Historical averages:
Bullish: 37.5%
Neutral: 31.5%
Bearish: 31.0%
See more Sentiment Survey results.
