Getting Started: One Portfolio Terminal for Macro-Aware Investing
From first import to calendar impact analysis and smart alerts — how to set up Ripplora as your single portfolio command center.
Ripplora is an AI-powered portfolio terminal built for investors who care about macro context — not just daily P/L. This guide walks through the core workflow: consolidate holdings, connect them to the economic calendar, and use AI analysis when events or risk questions arise.
Step 1: Create your account
Sign up free at ripplora.com — no credit card required on the Free tier. You get portfolio tracking, calendar access, and limited daily AI analysis runs to explore the platform.
Step 2: Add your holdings
Two paths: Smart Import from a broker export file (CSV, Excel, PDF) or manual add for individual tickers. If you have multiple accounts, import each file with merge mode to build one consolidated book. See our broker import guide for detailed steps.
Step 3: Explore the dashboard
The dashboard shows portfolio summary, sector mix, fear & greed index, top movers, and upcoming calendar events — a quick health check before diving deeper.
Step 4: Use the macro calendar
Open Calendar, filter to high-impact events, and run impact analysis before CPI, Fed, or jobs data. You'll see which holdings are most sensitive and estimated move ranges. Calendar visits also sync macro alerts automatically.
Step 5: Run AI analysis when it matters
- Risk — after big trades or imports, check concentration and sector balance
- Opportunities — scan your watchlist for AI-ranked ideas
- Stocks — deep-dive a single ticker before buying
- Advisor chat (Pro) — ask portfolio-aware questions in natural language
Step 6: Stay informed with smart alerts
Check the Alerts page for macro, opportunity, and risk notifications generated from your analysis activity. Unread count shows in the sidebar.
Who Ripplora is for
- Active investors tracking US and European equities and ETFs
- Macro-aware traders who plan around CPI, Fed, and jobs releases
- Multi-account holders who need one consolidated view
- Researchers who want AI context — not black-box trade signals
Ripplora is for education and research only. Not financial advice.