Stock Portfolio Tracker workflow — planned, not currently available.

Planned — not currently available

Minimum setup: Position quantities and cost basis entered manually or supplied by an authorized compatible data plugin.

Permissions: No provider permission is requested because this integration is not currently available.

Tested user outcome: No public user outcome is available. This repository contains no runtime class or declared actions for this page.

Limitations: Planning page only. No connection, synchronization, import, export, or provider action is currently available.

Capability owner: Unassigned — product decision required

Last verified: 2026-10-22

Provider reference: Not applicable: this page describes a FollowIncome-owned or provider-neutral workflow and names no specific external API.

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?

This connection is not currently available in FollowIncome. Review the intended workflow, setup requirements, permissions, and limitations below.

What does the Stock Portfolio Tracker connection require?

Position quantities and cost basis entered manually or supplied by an authorized compatible data plugin.

Can I install the Stock Portfolio Tracker plugin now?

No. This integration is planned and no FollowIncome runtime or provider action is currently available.