Tracking a Stock Portfolio's Value and Performance
Overview
A stock portfolio tracker keeps all your holdings in one place so you can see total value, gains and losses, and how each position is doing at a glance. Instead of adding up brokerage screens by hand, you enter each stock, its shares, and cost, and the tool does the math. It runs in your browser, so your holdings and cost basis stay private on your device.
How to Use (Step by Step)
- 1
Add each holding
Enter the ticker, number of shares, and your purchase price for every position.
- 2
Review value and gains
The tool shows market value, unrealized gain/loss, and each holding's share of the total.
- 3
Use it to decide
Check concentration and returns to inform buying, selling, or rebalancing decisions.
How It Works
You add each position with a ticker, number of shares, and purchase price (cost basis). The tool multiplies shares by current price for market value, subtracts cost to find unrealized gain or loss, and sums everything into a portfolio total with overall return. It can show each holding's weight so you see how concentrated the portfolio is. All calculations happen locally.
When to Use This
Seeing the total value of investments spread across accounts. Checking unrealized gains and losses before deciding to sell. Understanding how concentrated your portfolio is in one stock or sector. Tracking overall return against what you paid. Preparing figures for rebalancing. Keeping a private record of holdings without linking a brokerage account.
Frequently Asked Questions
Basic portfolio value is based on share price and cost. Dividends add to your total return but aren't captured in price alone — track them separately, or use a total-return view if the tool offers one.
Important Notes
This tool tracks and calculates; it is not investment advice. Prices you enter are a snapshot, and unrealized gains change constantly with the market — figures don't reflect taxes or trading fees on a sale.