Create as many portfolios as you want and add shares with a cost basis.
Value, return, and allocation update from the latest quotes when you open the page.
Export one portfolio or all of them to CSV. The holdings stay in this browser and are not uploaded.
A portfolio tracker shows what you already own. It does not place trades and it is not tax advice.
Track US stock holdings in one place. Add shares and a cost, then see total value, profit and loss, and allocation by holding and sector, using the latest quotes. You can share a read-only view. Stocklytics does not connect to your broker.
A broker app is the account that holds the shares. This tracker is a notebook of what you type in. Figures can differ from a statement because of timing, lots, and dividends, which this page does not accrue.
Yes. A free account can save up to 20 portfolios, with up to 100 holdings in each.
No. You enter holdings yourself. Stocklytics does not connect to or hold a brokerage account.
No. The tracker shows value, cost, profit and loss against your cost, and allocation. Dividend history for a holding is on that stock's dividend section.
The tracker is built for US-listed stocks. Quotes and sectors are maintained for that market. UK-only listings are not a supported market.
A portfolio stays on your account unless you turn on a read-only share link. Visitors to that link cannot edit the holdings.
Related: Watchlist · Alerts · Stock screener · Dividend pages · Paper trading
Capital is at risk. Stocklytics is operated by Stocklytics Inc., a Marshall Islands company. It is not regulated by the FCA and does not give investment advice.