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Portfolio

Fri, Nov 15th, 2019

Build Portfolios to Track and Analyze Your Investments

Manage your buy/sell transactions and shareholdings while using Barchart's unique suite of Portfolio analysis tools. Track your equities, futures and forex positions in one place, and have a wealth of market data and news at your fingertips to help you with your investment decisions. You may also receive an email recap of your Portfolio's Profit or Loss.

Unique features of Barchart's Portfolio:

  • Enter Buy or Sell transactions to track your long and short positions.
  • Track fees per transaction, enter comments for later viewing.
  • Download Portfolio details, view your Portfolio symbols using FlipCharts.
  • Premier Members may run a stock screener on a Portfolio
  • Analyze your transactions using different views, including Profit/Loss, transaction detail, technicals, performance, and any of your Custom Views. Barchart also offers a unique Visualization View that shows investment weights, market cap, Barchart Opinion, and sector weights.
  • Receive email recaps of your Portfolio at end-of-day. 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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