A structured view of every stock position.
Track holdings, cost basis and performance with valuation dates, currencies and data sources kept visible.
Connection requirements: Position quantities and cost basis entered manually or supplied by an authorized compatible data plugin.
Related searches: stock portfolio tracker, investment portfolio tracking software, ETF portfolio tracker
Track holdings
Maintain symbol, quantity, cost basis, account and currency for each position.
Review allocation
Compare allocation by asset, account or category using dated valuations.
Measure results
Separate realized results, unrealized changes, deposits and withdrawals in performance views.
Frequently asked questions
How does the FollowIncome Stock Portfolio Tracker plugin work?
Track holdings, cost basis and performance with valuation dates, currencies and data sources kept visible.
What does the Stock Portfolio Tracker connection require?
Position quantities and cost basis entered manually or supplied by an authorized compatible data plugin.
How do I add the Stock Portfolio Tracker plugin?
Choose Continue with Stock Portfolio Tracker, then create an account or sign in to review setup and permissions.
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