Customize Your Dashboard with the Limun Stock Widget

How to Use the Limun Stock Widget to Track Your PortfolioKeeping a close eye on your investments is easier when you have the right tools. The Limun Stock Widget is designed to deliver real-time quotes, customizable views, and portfolio tracking in a compact, easy-to-use interface. This guide walks you step-by-step through setup, customization, advanced features, and best practices so you can monitor your holdings efficiently and make timely decisions.

What is the Limun Stock Widget?

The Limun Stock Widget is a lightweight, embeddable market-tracking tool that displays live stock prices, percentage changes, charts, and news snippets. It’s built for desktop and mobile dashboards and integrates with brokerage accounts or CSV portfolio imports, depending on your subscription tier. It updates prices in real time (or near real time depending on your plan) and supports multiple watchlists and customizable alerts.

Getting Started: Installation and Initial Setup

1. Create an account
   • Visit Limun’s website and sign up. Choose a subscription tier that matches your needs (free tier typically offers delayed quotes; paid tiers unlock real-time data and integrations).
2. Add the widget to your dashboard or website
   • Use the provided embed code (JavaScript snippet or iframe) to place the widget on your dashboard, blog, or web app.
3. Configure basic settings
   • Set your preferred currency, time zone, and display language.
   • Choose default view: compact list, detailed list, or chart-focused.

Adding and Organizing Portfolio Holdings

1. Manual entry
   • Click “Add symbol” and type the ticker (e.g., AAPL, TSLA). Specify number of shares and purchase price to track cost basis and unrealized gains.
2. CSV import
   • Export your holdings from your broker as CSV and import into Limun. Map columns (ticker, quantity, purchase date, cost) during import.
3. Brokerage integration
   • Connect supported brokers securely (OAuth). Limun will sync holdings automatically and update positions in real time.
4. Use watchlists
   • Create multiple watchlists (e.g., “Tech,” “Dividend,” “Watch”) to segment positions without adding them to your active portfolio.

Reading the Widget: Key Elements Explained

• Ticker and company name — identifies the security.
• Last price — shows the most recent trade price.
• Change and % Change — immediate view of movement since previous close.
• Position summary — quantity, cost basis, market value, unrealized gain/loss.
• Intraday chart — small sparkline or full mini-chart showing price action.
• News headlines — brief, linked headlines for major events affecting the stock.
• Alerts icon — shows any active price or news alerts you set.

Customizing Display and Layout

• Columns: Add/remove columns (market cap, P/E, dividend yield).
• Sorting: Sort rows by symbol, market value, daily change, or unrealized gains.
• Themes: Choose light/dark theme for readability.
• Compact vs detailed: Compact hides extra fields; detailed shows charts and news.
• Locale: Toggle number formatting (commas/periods) and currency symbols.

Setting Alerts and Notifications

1. Price alerts
   • Set thresholds (e.g., alert if AAPL drops below $150). Choose one-time or recurring alerts.
2. Percentage change alerts
   • Triggered if a stock moves by X% in a day.
3. News alerts
   • Receive notifications for major news related to holdings or watchlist symbols.
4. Delivery channels
   • In-app push, email, SMS, or webhook to other automation/tools.

Advanced Features for Power Users

• Paper trading simulator
  • Test strategies by placing simulated trades and tracking performance without real capital.
• Custom formulas
  • Create derived columns (e.g., position weight, target allocation difference).
• API access
  • Use Limun’s API to pull portfolio data into spreadsheets or custom dashboards.
• Historical performance
  • Review portfolio returns over time with benchmark comparisons (S&P 500, NASDAQ).
• Tax lot tracking
  • Track individual lots for accurate realized gain/loss and tax reporting.

Workflow Examples

• Daily quick-check
  • Use compact view on mobile, scan top movers, check any triggered alerts, glance at news snippets.
• Weekly rebalancing
  • Export current weights, compare with target allocations, use custom formulas to calculate required trades.
• Earnings watch
  • Create a watchlist for upcoming earnings dates; set news and price-swing alerts.

Best Practices and Tips

• Verify data latency: free tiers may have delayed quotes. Real-time data often requires a paid plan.
• Use alerts conservatively to avoid notification fatigue.
• Secure integrations: enable two-factor authentication for broker connections.
• Regularly back up portfolio exports for tax and record-keeping.
• Combine Limun with deeper research tools for fundamental analysis; the widget is optimized for tracking and monitoring.

Troubleshooting Common Issues

• Missing symbols: check exchange suffixes (e.g., BRK.B vs BRK-B) or use company identifiers.
• Incorrect cost basis: verify CSV mapping or manual entry accuracy.
• Sync delays: reauthorize broker connection if positions aren’t updating.
• Widget not loading on site: ensure your site allows external scripts and that the embed code is placed correctly.

Privacy and Security Considerations

• Use strong passwords and enable 2FA.
• If linking broker accounts, review OAuth permissions and revoke access when no longer needed.
• Check Limun’s data retention and export policies before importing sensitive tax-lot or trade history.

Final Thoughts

The Limun Stock Widget is a flexible, efficient tool for tracking portfolios across devices. With proper setup, thoughtful alerts, and occasional checks against brokerage statements, it can become the central dashboard for daily portfolio monitoring and quick decision-making.