Investor Portfolio Overview
Tutorials:
Barchart's New Investor Portfolio (3:03)
Convert Your Old Portfolio To An Investor Portfolio (5:46)
Create an Investor Portfolio (2:41)
How to Add Transactions (5:16)
Adding Cash and Other Investments (4:14)
Managing Transactions (3:15)
Multiple Currency Tracking (2:28)
Finding Your Way Around The Investor Portfolio (10:31)
The Investor Portfolio page is used to analyze and track your investments. Barchart Premier Members may create unlimited Portfolios for stocks, funds, ETFs, commodities, or futures or equity options. A Plus Membership allows for 10 Investor Portfolios, and a free site membership allows you to track 1 Portfolio.
The first time you access the Portfolio page, you are asked to create a new Portfolio.
- Allows for multiple transactions for a single position. For example, BUY 100 TSLA, SELL 50, SPLIT, DIVIDEND, BUY 20 gives us a single position with a balance of 70 shares, five transactions, and realized and unrealized gains/losses. (This is significant as it differs from Barchart's current Portfolio program.)
- Track cash positions, with support for multiple currencies.
- When a Portfolio is created, you identify the currency in which it will be valued. Currencies supported include USD, CAD, EUR, GBP, and AUD.
- For cross-currency portfolios, totals are translated to the Portfolio default currency, using the current spot rates.
- Corporate actions can be automatically applied to positions (e.g. dividends and splits). This is set when you create a Portfolio.
- Enter, edit, and delete individual transactions. You can even edit transaction history (e.g. insert a BUY transaction, change the date of a SELL transaction, etc).
- Ad hoc assets can be tracked by the portfolio (e.g. baseball cards, real estate, etc). You have complete control over the valuation.
- The Portfolio tracks your positions and calculates the portfolio value-over-time for charting (e.g. your portfolio was worth $1,000 yesterday and is worth $1,050 today).
- Your portfolio positions are aggregated by type (e.g. equity, fund) and position prices (along with gains/losses) are continuously updated.
- Monitor position and portfolio performance with streaming market data quotes. Track your performance in real-time. Totals are calculated using the latest prices available. For U.S. equities where we have Cboe BZX real-time data, real-time prices are used during market hours. For all other equities, prices are delayed 15 minutes, ET.
- Portfolios are aggregated and revalued continuously. You are provided (a) the summary of all your portfolios and (b) the summary of every single portfolio.
- At this time, the portfolio does not support entry for option spreads. You must enter the spread synthetically, one leg at-a-time (where each leg has a price).
