Portfolio

Track your gains, losses & performance

Import Transactions

Tap to select a JSON file from Files or iCloud Drive

Annualized

Portfolio Value

$0.00

Total Cost Basis

$0.00

Unrealized P/L

$0.00

Realized P/L

$0.00

Net Gain

$0.00

Symbol	Shares	Avg Cost	Last Price	Market Value	Cost Basis	Gain/Loss	Gain %

Date	Type	Symbol	Quantity	Price	Amount

Total Realized

$0.00

Short-Term Gains

$0.00

Long-Term Gains

$0.00

Sell Date	Symbol	Quantity	Proceeds	Cost Basis	Gain/Loss	Term

Portfolio Allocation

Current holdings by market value

Gain/Loss by Position

Unrealized profit or loss per holding

Performance Over Time

Cumulative realized gains

Appearance

Theme

Choose your preferred appearance

Data Management

Export Data

Download your portfolio data as JSON

Clear All Data

Remove all stored transactions and settings

Force Update

Clear cache, re-import data, and reload (fixes calculation issues)

App version: loading...

Calculation Method

Realized Gains/Losses

FIFO (First In, First Out) - Oldest shares are sold first

Unrealized Gains/Losses

Weighted Average Cost - Average price of all remaining shares

Cash Positions

Automatically excluded (SPAXX, money market funds, etc.)

Quote Provider

Quote Source

How to get current stock prices

Alpaca: Real-time quotes for US stocks via IEX feed. API keys are securely managed server-side.

About

This app runs entirely in your browser. All data is stored locally using IndexedDB. No data is ever sent to any server. Your financial information stays private and secure.

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Portfolio Analyzer

Import Transactions

Appearance

Data Management

Calculation Method

Quote Provider

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