What Are Tools and Utilities?
WealthLab's supporting tools, reachable from any screen.
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Tools and Utilities is where WealthLab's supporting tools live — things that come in handy while you're using several of them.
What's Inside This Category
- Position Sizing Tool — Works out how many shares to trade for a given entry, based on your capital and how much of it you're willing to risk. Set a stop-loss by moving average or your own price, and it returns quantity, risk, and position size.
- My Notes — Your thesis library, collecting every note you've written from a stock, sector, or index page in one searchable place. Notes are written from those pages directly, not from this screen.
- Time Machine — Lets you view WealthLab's screens as they stood on a past date instead of live. A banner stays on screen the whole time you're viewing history, so you always know you're not looking at current data.
- Notifications and Alerts Work — The bell icon covers WealthLab's own updates (notifications) and the price alerts you've set on stocks (My Alerts), with a separate list for each.
Common Questions
Are these tools available everywhere in WealthLab?
Yes. All four icons — Position Sizer, My Notes, Notifications, and Time Machine — sit in the top bar, so they're reachable from any screen.