Add your real holdings — symbol, shares, and purchase price — and see live gain/loss using the same weighted-average cost method your broker uses. Nothing is sent to our servers; your portfolio stays saved in this browser only.
Tell us what happened or suggest what you would like us to add.
Everything you enter — symbol, shares, purchase price — is saved only in your own browser (local storage), not on our servers. We never see or collect your portfolio data. It stays on this device unless you choose to back it up.
Local storage is tied to this specific browser on this specific device. Clearing your cache, using a different browser, or switching phones will not carry your portfolio over. Use the Backup button to download a JSON file you can restore from later, on any device.
We use the standard weighted-average cost method — the same one most brokers use. Every additional buy recalculates your average cost across all shares. Selling never changes your average cost on the shares you still hold; it only reduces your quantity and books a realized gain or loss on the shares sold.
Fair Value, Health, and Margin scores each require specific published figures (like EPS, book value, or liquidity ratios) to be available in our database for that company. When a required figure is missing, we show "Missing data" rather than guess or display a misleading score.
The Health Score model is built around standard-company liquidity and solvency ratios, which do not apply the same way to banks. Banking stocks are excluded from this score to avoid a misleading result — use the Margin Score and Fair Value figures for banks instead.