Portfolio Tracker
Track your stocks, ETFs, and funds in one place — with a daily performance email.
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Portfolio Tracker
Prices as of: —
Filtering the holdings table, summary, allocation, and value chart below. The daily email and realized gains stay whole-account.
Portfolio Value Over Time
No history yet — run a backfill or check back after a few scheduled runs.
| Date | Market value | Total buy-in |
|---|
Allocation
By asset type
By currency
Target Allocation
Set a target weight per asset type or ticker; the gap column is a rough rebalancing hint (positive = under target, buy more; negative = over target, consider trimming). Compares against whichever portfolio filter is selected above.
| Target | Target % | Current % | Gap | Actions |
|---|---|---|---|---|
| No targets set yet — add one above. | ||||
Add a holding
Holdings
| Ticker | Portfolio | Type | Qty | Buy Price | Current Price | Trend | Value | Day % | Gain/Loss % | Weight | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading holdings… | |||||||||||
Watchlist
| Ticker | Price | Day % | Notes | Actions |
|---|---|---|---|---|
| Nothing on your watchlist yet. | ||||
Price Alerts
| Ticker | Condition | Target | Status | Actions |
|---|---|---|---|---|
| No price alerts set yet. | ||||
Sell
Realized Gains
| Ticker | Qty | Buy Price | Sell Price | Sell Date | Gain/Loss |
|---|---|---|---|---|---|
| Loading realized gains… | |||||
Dividend Log
| Date | Ticker | Amount | Notes | Actions |
|---|---|---|---|---|
| No dividends logged yet. | ||||
Transaction History
| Date | Event | Ticker | Qty | Price | Notes | Actions |
|---|---|---|---|---|---|---|
| Loading transaction history… | ||||||
Sharing
Share view-only access to your portfolio with someone else who has a Portfolio Tracker account. They'll be able to see holdings and value history, never edit, sell, or delete anything, and never see your notes, dividends, transactions, watchlist, or alerts.
People you've shared with
| Scope | Actions | |
|---|---|---|
| You haven't shared your portfolio with anyone. | ||
Shared with you
| Owner | Scope | Actions |
|---|---|---|
| No one has shared a portfolio with you. | ||
Account
Every holding, portfolio, realized gain, transaction, and value-history point tied to your account, as one JSON file.
Permanently deletes your account and everything tied to it — holdings, portfolios, realized gains, transaction history, value history. This cannot be undone.