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Annualized
Holdings
Transactions
Realized Gains
Charts
Settings
All Symbols
All Terms
Short-Term
Long-Term
Appearance
Theme
Choose your preferred appearance
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Data Management
Export Data
Download your portfolio data as JSON
Export
Clear All Data
Remove all stored transactions and settings
Clear
Force Update
Clear cache, re-import data, and reload (fixes calculation issues)
Update
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 API
Manual Entry
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.
Holdings
Activity
Gains
Charts
Settings