Portfolio Tracker with live prices and research links

Use the “Create a Portfolio” form to enter purchase date, ticker, quantity, and cost per share. After saving, you’ll see current prices and charts in the portfolio table and can return anytime to update positions.

CSV import is supported from your dashboard (Import from CSV). You can add holdings manually or import from a CSV file. Broker syncing is not available.

No. Portfolios and research views require login and are not publicly browseable.

No. This app aggregates research links and tools for tracking only. Nothing here is investment, legal, tax, or accounting advice. Always do your own due diligence.

A portfolio tracker records your transactions and market prices to show value, allocation, and gain or loss. It helps you monitor performance over time across all your investments in one place.

Record every cash flow, including deposits, withdrawals, dividends, and fees, then measure returns consistently. Use time-weighted or money-weighted methods instead of checking only account balance changes.

Realized gains happen when you sell an investment for more than your cost basis. Unrealized gains are paper profits on positions you still hold and can change with market prices.

Cost basis is usually the purchase price plus commissions and eligible fees, adjusted for events like splits and return of capital. Tax lots can be tracked with methods like FIFO, LIFO, or specific identification.

Annualized return converts a multi-year result into an equivalent yearly growth rate. It makes performance easier to compare across portfolios or investments held for different time periods.

TWR removes the impact of deposits and withdrawals, so it reflects pure investment performance. MWR or IRR includes timing of your cash flows, so it reflects your personal investor experience.

Many investors rebalance on a schedule, such as quarterly or annually, or when allocations drift past a threshold like 5 percent. The right cadence depends on your strategy, taxes, and transaction costs.

Pick a benchmark that matches your asset mix, region, and risk profile, not just a popular index. A blended benchmark is often better for diversified portfolios with stocks, bonds, and alternatives.

Total return includes both price change and income such as dividends and interest. Ignoring dividends can understate long-term performance, especially for income-focused portfolios.

Fees reduce net returns every year, and compounding makes the impact larger over long periods. Even small differences in expense ratios can create meaningful gaps in final portfolio value.

Capital gains, dividends, interest, and account type all affect after-tax return. Tracking pre-tax and after-tax performance separately gives a clearer picture of real outcomes.

Use one consolidated view to combine all holdings, cash balances, and transactions from each account. Keep account-level tags so you can analyze both household totals and individual account performance.

Store each position in its trading currency and convert to a chosen base currency using current FX rates. This separates asset performance from currency effects and improves return analysis.

Corporate actions can change share count, ticker symbols, and cost basis without a normal buy or sell transaction. Accurate tracking requires applying these events so historical performance stays consistent.

Differences can come from delayed prices, unsettled trades, cash not yet posted, FX conversion timing, or missing corporate actions. Compare holdings, cash, and valuation timestamps to find the source quickly.

Manual entry gives full control and can improve privacy, but it takes more effort and discipline. Broker sync saves time and reduces typing errors, but still needs periodic reconciliation.

Track each asset with symbol, quantity, cost basis, and market price in a unified dashboard. Use consistent valuation time and base currency so cross-asset performance comparisons stay meaningful.

Volatility shows how widely returns fluctuate, max drawdown shows the largest peak-to-trough loss, and Sharpe ratio measures return per unit of risk. Tracking all three helps balance growth goals with downside tolerance.

Use strong unique passwords, two-factor authentication, and devices with updated security patches. Limit account sharing, review connected apps regularly, and avoid posting detailed holdings publicly.

Common mistakes include missing cash flows, ignoring fees and taxes, not updating cost basis after corporate actions, and comparing against the wrong benchmark. Consistent data entry and periodic reconciliation prevent most errors.