Stock Portfolio Tracker
Track your stock investments with real-time prices, comprehensive financials, and performance analytics
Enter ticker symbols and click the search icon to fetch real-time prices and comprehensive financial data from Finnhub
A stock portfolio tracker monitors the current value, cost basis, gain/loss, and sector allocation of all your stock holdings in one place. By entering your ticker symbols, share counts, and purchase prices, you can see your total portfolio value, unrealized gains and losses per position, weighted portfolio metrics (P/E ratio, beta, dividend yield), and projected future value at different growth assumptions. Real-time price fetching via Finnhub API keeps your valuations current without manual updates.
Formula:
Gain/Loss % = (Current Value − Cost Basis) ÷ Cost Basis × 100Portfolio Allocation % = (Position Value ÷ Total Portfolio Value) × 100. Weighted P/E = Sum of (Position P/E × Position Value) ÷ Total Portfolio Value. Understanding both individual position gains and portfolio-level metrics helps you make rebalancing and tax-loss harvesting decisions.
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Enter a ticker symbol (e.g., AAPL, VTI, SCHD) for each position
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Click the search icon to fetch the current price and financial data from Finnhub
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Enter the number of shares you own
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Enter your purchase price (cost basis per share) for gain/loss calculation
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Add all positions to see total portfolio value, gain/loss, and allocation
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Review the sector allocation chart to identify concentration risk
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Set a projected annual growth rate and time horizon to model future portfolio value
- Knowing your exact cost basis per position is essential for tax-loss harvesting and capital gains planning
- Portfolio allocation drift — positions growing beyond target weights — is the primary trigger for rebalancing
- Sector concentration risk is invisible without tracking: many investors are unknowingly overweight Tech via index funds plus individual tech stocks
- Weighted portfolio P/E and beta provide an instant sanity check on whether your portfolio is positioned for your risk tolerance
- Tracking unrealized gains by position allows you to optimize tax outcomes when selling — prioritizing long-term over short-term gains
- Individual investors managing multiple positions across one or more brokerage accounts
- Dividend investors tracking income, yield on cost, and reinvestment progress
- Tax-conscious investors planning year-end tax-loss harvesting and capital gains timing
- Investors reviewing sector diversification and identifying concentration risks
- Anyone wanting to project portfolio value at retirement based on current holdings and expected growth
- •Review portfolio-level beta annually — a portfolio with beta above 1.3 will amplify market downturns by 30%+ relative to the index.
- •Use the portfolio tracker before year-end to identify tax-loss harvesting opportunities: positions with unrealized losses that can offset realized gains.
- •Weighted dividend yield gives you a realistic picture of annual dividend income across your entire portfolio, not just high-yield outliers.
- •Track your portfolio's weighted P/E against the S&P 500 (~21x forward P/E) to assess whether you are holding a premium or discount portfolio.
Portfolio Rebalancing Calculator
Calculate exact rebalancing trades to return to your target allocation.
Try Calculator →Dividend Yield Calculator
Project dividend income and DRIP compounding for any holding.
Try Calculator →Dollar Cost Averaging Calculator
Model regular contributions into your portfolio over time.
Try Calculator →Stock Valuation Calculator
Estimate intrinsic value of individual holdings using DCF and multiples.
Try Calculator →Have questions about using this calculator? Check out our financial guides or contact us for help.
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