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Portfolio

Wed, Oct 28th, 2020

Build Portfolios to Track and Analyze Your Investments

Barchart's unique suite of Portfolio tools helps you track your equities, futures, forex, and options positions in one place, with a wealth of market data and news at your fingertips to help you with your investment decisions.

  • Enter Buy or Sell transactions to track long or short positions.
  • Download Portfolio details, view your Portfolio symbols using FlipCharts.
  • Barchart Premier Members may run a stock screener on a Portfolio
  • Analyze your transactions using different views, including Profit/Loss, transaction detail, or any Custom View you create. Or use the Visualization View to show investment weights, market cap, Barchart Opinion, and sector weights.
  • Receive daily email recaps of your Portfolio. Barchart Premier Members may also receive Portfolio recaps at market-open (9:00am CT) and mid-day (noon CT) with a .csv attachment for use in 3rd party spreadsheets.
Build Portfolios to track your investments.
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