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Live prices, cost basis, and allocation — the information you need to know whether your portfolio still matches your plan.

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Everything you need to track your portfolio

Live Market Data

Real-time stock prices powered by Yahoo Finance. See current prices, daily changes, and market status at a glance.

Multiple Portfolio Management

Organize holdings across separate portfolios — retirement, investment, trading, or education. Each portfolio has its own holdings list and performance summary.

Gain/Loss Tracking

See exactly what you paid versus what your holdings are worth today. Unrealized gains and losses tracked per position and across your full portfolio.

Dividend Yield

View the current dividend yield for each holding, sourced from Yahoo Finance. Know which positions generate passive income at a glance.

Cost Basis Tracking

Automatically calculate your cost basis per share. Know your unrealized gains and losses for smarter tax decisions.

Historical Price Charts

Interactive price charts for every holding. Visualize trends over days, months, or years to inform your strategy.

Your portfolio at a glance

$34,200

Total Value

5 holdings

+12.4%

Total Gain/Loss

+$3,780

$30,420

Total Cost

cost basis

1.2%

Div Yield

portfolio avg

Holdings Performance

AA

AAPL

Apple Inc.

$4,961

+18.3%

VT

VTI

Vanguard Total Market

$10,484

+12.1%

MS

MSFT

Microsoft Corp.

$4,984

-2.4%

GO

GOOGL

Alphabet Inc.

$3,220

+15.7%

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