Portfolio Tracker

A free portfolio tracker for stocks, ETFs, and crypto — no signup, and your data stays in your browser. Enter your holdings below to see cost basis, profit/loss, allocation, and dividends. New here? The Holdings tab has a quick guide to which symbols to type.

The By WoozKa Portfolio Tracker is a free, no-signup tool to track your investment holdings in one place: enter your shares and average cost for any stock, ETF, or major cryptocurrency and see your market value, unrealized profit and loss, day change, dividend income, and portfolio allocation. Prices sync automatically once you connect the optional free price feed, or you can type them in yourself. Your portfolio is saved only in your own browser — we never receive it.

Which assets and symbols can I track?

You can track three kinds of holdings. US stocks and ETFs use their ticker (for example AAPL, MSFT, VOO, SPY, QQQ) and price automatically. Major cryptocurrencies use the coin symbol followed by -USD (for example BTC-USD, ETH-USD, SOL-USD) — note this can differ from what your exchange or broker shows, which might display BTCUSDT, XBT, or a regional code. Anything else — non-US stocks, mutual funds, gold, or a private holding — can be tracked by adding it with any label and typing its price in yourself. Auto price sync currently covers US-listed stocks and ETFs plus these coins: BTC, ETH, SOL, XRP, ADA, DOGE, BNB, MATIC, DOT, AVAX, LTC, and LINK (each entered as SYMBOL-USD). For any other asset, just enter a manual price and all the cost-basis, profit/loss, and allocation math still works.

How the portfolio tracker calculates your numbers

For each holding, market value is your shares multiplied by the current price, and unrealized profit or loss is that market value minus your cost basis (shares × average cost). Allocation weight is each holding’s value divided by your total portfolio value; holdings without a price are left out of the weighting so the mix isn’t distorted. Cost basis uses the average-cost method — the same math as our Stock Average Calculator — which may differ from your broker’s tax lots. Dividend income is your shares times the annual dividend per share, and yield on cost is that dividend divided by your average cost.

Your data stays private

Everything you enter is stored only in your browser (localStorage) and is never sent to us. The optional price sync asks a lightweight proxy for anonymous ticker prices only — it never sees which tickers are yours or who you are. You can export a JSON or CSV backup at any time from the Settings tab.

Frequently asked questions

Do I need an account to use the portfolio tracker?

No. There is no sign-up and no server storing your holdings — it all stays in your browser. Export a backup if you clear your browser data or switch devices.

Are the prices real-time?

Prices are delayed and refresh about once a day on the free setup, which is what a portfolio tracker actually needs. You can always type a current price to override, and a real-time feed can be added later.

What symbol do I use for crypto or a foreign stock?

Crypto uses SYMBOL-USD (e.g. BTC-USD), which may differ from your exchange’s code. For a foreign stock, mutual fund, or anything the price feed doesn’t recognize, add it with any label and type the price manually — the tracker still calculates everything.

Can I import my portfolio from a spreadsheet?

Yes. In the Settings tab, download the CSV template, fill it in with your holdings in Excel, Numbers, or Google Sheets (columns: symbol, shares, avgCost, price, targetPct, annualDPS), save as CSV, and import it — it replaces your current holdings. You can also export your holdings back to CSV at any time.

Educational tool only — not financial advice, and not a recommendation to buy, sell, or hold any asset. Prices may be delayed or inaccurate and figures are estimates. Investing involves risk, including loss of principal.

Where to invest: brokers with fractional shares

To act on what this tool shows you, you’ll need a brokerage account. These are established brokers we use that support fractional shares — buying a slice of a share by dollar amount, which makes dollar-cost averaging and diversifying with small amounts easy:

• Charles Schwab — full-service broker whose “Stock Slices” let you buy fractional shares of S&P 500 companies from $5.
• Fidelity — “Stocks by the Slice” fractional investing from $1, with strong research and low-cost index funds.

Referral disclosure: the broker links above are referral links. If you open and fund an account through them we may receive a referral reward at no cost to you; it never affects our tools or conclusions. This is educational information, not investment advice — choose the broker that best fits your needs.