% of portfolio
Portfolio+ Dashboard
Current Price
Mkt Val
N/A
N/A

Portfolio Total Value
ETF Holdings Breakdown
Include Single Stock Inputs
Ticker Company Name Percentage Total Investment Total
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How to Use This App:
**Note: To save your portfolio entries create a free account by clicking the 'log in' option and then 'sign up' for your free account!
1. Enter Your Holdings:
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Input an Exchange Traded Fund (ETF) ticker (e.g. QQQ) or a single company stock ticker (e.g. GOOG).
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Enter the number of shares you own or wish to reference (e.g. 1000 or 1,000).
2. Understanding the Columns:
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Price: Displays the current trading price of the ETF or stock.
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Market Value: Calculates the total value of your holding based on the entered shares and current price.
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Percent of Portfolio Graph: Shows the percentage each holding represents within your total portfolio (out of 100%).
3. Managing Your Portfolio:
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Add Holdings: Click the "+" button on the left to add more ETF/stock ticker entries.
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Remove Holdings: Click the "--" button on the right to delete specific row entries.
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Total Portfolio Value: Displays the sum of all ETF and stock ticker entries.
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Hit the "Refresh" button to (Re-)Calculate any added holdings. When you remove a row the re-calculation is automatic.
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Toggle the 'Include Single Stock Inputs' button to include a single stock entry(s) value into the ETF holdings chart values.
ETF Holdings Breakdown:
This section identifies and consolidates overlapping holdings within your ETFs, showing their combined impact on your portfolio.
Important: Individual company stock tickers will not be included in the ETF breakdown.
However, their values will still contribute to the Total Portfolio Value and be reflected in the Percent of Portfolio graph.