Portfolio
Add positions and track value, result and distributions with this site's data. The portfolio lives in this browser and, if you sign in, it is also saved to your account — the same on your phone and your computer. Without signing in, nothing leaves your browser.
Sign in to keep this portfolio in your account and open it on any device.
RelatoriON subscribers import the year's brokerage notes and the portfolio builds itself — positions and average prices straight from the notes, no typing. Included with the subscription, here in the portfolio.
Tax computation, DARF and the annual return belong to RelatoriON — that requires its subscription.
Prices are the archive's latest close; distributions apply the trailing 12-month per-share sum to your current position — not a statement of what you received. Return ignores differing purchase dates and reinvestment.