Portfolio

Buy lot register — every transaction in one view. FIFO / LIFO / Specific ID lot matching. Not financial advice.
Total Market Value
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Total Cost Basis
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Unrealized G/L
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Total Realized G/L
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Prices as of: — Quotes may be delayed 15–20 min.
Ticker Buy Date Buy Qty Buy Price Cost Basis Current Price Remaining Qty Unrealized G/L Sales Realized G/L Status
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Enter exact shares from each lot. Must equal total quantity sold.
Buy DateAvailableCost/ShareUse Qty

Splits adjust share counts and per-share cost basis on all active lots purchased before the split date. Lots purchased on or after the split date are left unchanged — they are already in post-split terms.

Forward 5:1 → enter 5  |  Reverse 1:10 → enter 0.1

Edit Buy Lot

Import Transactions from CSV

Required: type, ticker, date, quantity, price  ·  Optional: fees, method, notes
type = BUY or SELL  ·  date = YYYY-MM-DD  ·  method = FIFO or LIFO (default FIFO)