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$9.99

Investment Portfolio Tracker + Watchlist

2 ratings
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Investment Portfolio Tracker + Watchlist

$9.99
2 ratings

The Investment Portfolio Tracker + Watchlist is an all-in-one solution for investors to manage and monitor their portfolios, covering diverse assets like stocks, ETFs and mutual funds. It offers real-time insights on your holdings, catering to both seasoned and new investors.

Here's a brief rundown of its primary features:

  1. Dashboard and PnL Summary: This tab showcases pivotal metrics: Account Value, Realized and Unrealized Profits, Portfolio P/E Ratio, and a detailed summary of every asset.
  2. Watchlist: Track price performance and receive updates on the latest fundamental data of chosen stocks, making it a hub for potential investments.
  3. Portfolio History: Track daily portfolio valuations become simple. 
  4. Transactions: Log Buy/Sell orders, Cash statements, and Dividends, and let the tool handle the analytics.

Embedded with charts and graphs, this tool simplifies portfolio performance analysis over time, aiding in making informed investment decisions.

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