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Portfolio Conversion

Wed, Apr 17th, 2024

Introducing our new "Investor Portfolio"

The Investor Portfolio (in BETA mode) brings tracking and analyzing your investments to a new level. Similar to portfolios found within professional brokerage accounts, the Investor Portfolio is a personal investment tracker for all your holdings, with valuations in real-time.

  • Multiple transactions for one asset are grouped into a single position.
  • The portfolio automatically adds all corporate actions (dividends and splits) as they happen.
  • Allows for dividends to be automatically reinvested, with new shares purchased.
  • Transaction history can be edited, including adjustments to price, quantity, and transaction date.
  • Monitor the value of your portfolio positions over time with Market Value charts.
  • Maintain positions for other assets, such as real estate, art work, etc.
  • Identify a currency in which your Portfolio is valued: USD, CAD, EUR, GBP, AUD
  • Your Portfolio can support transactions entered and valued in different currencies.
  • Portfolio values are constantly recalculated using CBOE BZX real-time data for U.S. equities, and using current exchange rates.

With an optional conversion to take your old portfolios to the new Investor Portfolio system, it's easy to get started today!

Build Portfolios to track your investments.
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