Stock portfolio tracker

The Portfolio Stock tab gives you a clear, real-time overview of your current holdings.

Here’s what you’ll find:

• 📌 Stocks & ETFs – Automatically listed based on your transactions

• 💸 Actual Price – Manually entered or pulled from recent data

• 🔢 Amount – Number of shares owned

• 💰 Total Worth – Current value of each position

• 💵 Total Invested – Your original investment

• 📈 Gain/Loss – Shows your profit or loss in both value and percentage

• 🧩 Portfolio Allocation – Visual pie chart of diversification

  
  

This tab calculates everything for you, so you always know:

• Which stocks are performing best

• How your capital is distributed

• Your total return and performance in real time.

Effortless overview. Smarter insights.