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Portfolio

Mon, Mar 18th, 2024

Build Portfolios to Track and Analyze Your Investments

For less than $10/month, a Barchart Plus membership 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 Plus and 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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