Portfolio Dashboard
| Date | Ticker | Qty | Price | Fee flat | Fee % | Trade value | Cost (incl. fees) | — |
|---|
Total quantity0
Total cost (incl. fees)$0.00
Lots0
| Ticker | Qty | Avg cost | Market px | Unrealized P/L | % Return | Stop | Target | Status |
|---|
| Date | Ticker | Qty | Sell px | Proceeds | Cost basis | Fees | Realized P/L |
|---|
| Date | Ticker | Total | Note | — |
|---|
How it works: Add your buy lots in Purchases, click Calculate, then go to Portfolio → Rebuild to see weighted averages by ticker. You can input current market prices to see Unrealized P/L and set Stop/Target to monitor status. Use Sell to record FIFO sales and track realized P/L. Log dividends in Dividends. All data autosaves to your browser (localStorage).
CSV format (Purchases import): date,ticker,qty,price,fee_flat,fee_pct. Example: 2025-09-03,JMIA,100,3.25,1,0.1