Stock tracking tools
Performance tracking
Follow your daily and overall portfolio performance. Additionally, the total portfolio value and cost are always displayed at the top. The last one is the total sum of paid out dividends in the portfolio.
Transactions management
Track individual buy and sell transactions. You can enter shares, commissions, and notes for each of the portfolio lots. You can also edit or remove individual transactions.
Portfolio charts
Portfolio performance charts help you track the portfolio value and daily performance. Choose between different time frames and see portfolio details when you hover over the charts.
Dividends and splits
Dividend payouts are recorded automatically. Paid out dividends are added to the total cash balance of the portfolio and are visible as one of the portfolio summary metrics at the top. Portfolio transactions are also automatically adjusted for splits.
Cash tracking
Track cash by adding cash deposits and withdrawals to your portfolio. You can set any stock transaction to be cash-linked which will reflect on the total cash balance.
Portfolio alerts
Set up price alerts for the stocks in your portfolios. You can receive them as email or push notifications and set up different price limits for the same portfolio.
Portfolio visualizations
Get a quick view of your portfolio performance and sector breakdown by accessing a heat map view of the portfolio. The colored visualization makes it easy to understand different aspects of the portfolio.
Stock watchlist
Monitor your stocks as a simple watchlist compared to a portfolio. If you don't input any transaction information, the portfolio becomes a watchlist and the return is calculated based on a theoretical investment.
Advanced portfolio data tracking
Track additional information such as most recent news and insiders trading. Open the portfolio in a screener view to access advanced technical and fundamental metrics of the portfolio holdings.
Import and export
Import your portfolio from a CSV or OFX file. Export summaries and transactions into a spreadsheet for better accessibility and management. You can also export any of portfolio chart as an image or a PDF file.
Portfolio assets
You can add any stocks listed on Nasdaq, NYSE, and NYSE MKT to the portfolio. Additionally, ETFs and mutual funds can be added to the same portfolios. Portfolio tracking for Canadian, European, and international stocks will be available soon.
Dividend reinvestments BETA
Monitor your dividend reinvestments by automatically recording dividend reinvestments transactions in your portfolio.
