As second-quarter 2026 earnings season gains momentum, it can be tough to keep up with every earnings report. Fortunately, AAII's My Portfolio makes it easy to stay on top of your stocks. This week, I show you how using the Custom View Builder—a feature that is available to all AAII members.
The Custom View Builder in My Portfolio provides access to over 200 data fields. These include financial statement data, valuations, momentum, prices and earnings estimates. For the purposes of creating an earnings season view, I focus on the announcement date, earnings estimates, surprises and year-over-year growth fields.
Setting Up Your Custom View
To access the Custom View Builder, go to My Portfolio and open a portfolio (or create one if you haven't already). Then, click on the plus sign next to the View drop-down menu just above your portfolio.
A new window will appear listing the data categories and fields. To add a field to a custom view, just click on it. You'll see a running list of fields you have selected at the far right.
Discovering Growth Beyond the Headlines The July 2026 AAII Journal delves into two growth investing strategies that emphasize sustainable metrics, valuation awareness and avoiding glamour stocks.
AAII Sentiment Survey
Optimism among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey. This week’s special question asked AAII members how, if at all, they’ve changed their approach to investing recently. More about this week’s results.
This week’s results:
Bullish: 44.9%, up 8.6 points Neutral: 22.2%, down 4.3 points Bearish: 32.9%, down 4.3 points
Is your portfolio secretly redundant? Are your funds actually diversified, or just differently named? Can your withdrawal plan survive real market conditions? Over three live sessions with Craig Israelsen, Ph.D., you’ll get research-backed answers to all three of these questions, plus downloadable resources and lifetime access to recordings — all for only $99 ($199). Catch the first session that debuted today, July 16, and attend the next session live if you join now. Sign up here.
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