What is this?
Stock Portfolio is a browser-based tracker for managing a multi-currency stock portfolio. All data is stored locally in your browser — nothing is sent to any server.
Adding holdings
- Use the Add Lot form. Enter a ticker (e.g.
AAPL, BMW.DE, EFT1T.TL), shares, and optionally a buy date.
- Leave buy price empty and the app auto-fetches the price from Yahoo Finance for that date.
- Each purchase is saved as a separate lot so the portfolio chart reflects when you actually bought in.
- If you have a cash balance in the lot's cost currency, a checkbox appears to deduct the purchase cost from cash automatically.
Selling & cash
- Click Sell on any holding row to sell shares. Enter the number of shares, sell price, and currency. Proceeds are automatically added to your cash balance.
- Lots are reduced using FIFO (oldest first).
- Cash balances appear at the bottom of the holdings table and are included in the total portfolio value and allocation chart.
- Use the ✎ button on a cash row to edit the balance manually, or Clear to remove it. Manually deposited cash is tracked separately and added to Total Invested so it does not inflate Total Return — only actual gains from price appreciation count as return.
CSV import
Paste or drop a CSV file: ticker, shares, avgPrice, buyDate, currency. Example:
AAPL,10,145.50,2023-06-01,USD
Missing price or date fields are filled automatically where possible.
Holdings table
- Cost — total invested, converted to display currency.
- Daily — change since previous close.
- Return — total gain/loss since purchase.
- Ann. — annualised return (requires a buy date).
- Div. — dividends received since your buy date (fetched from Yahoo Finance).
- TV button — copies the ticker in TradingView format (e.g.
XETRA:BMW, OMXTSE:EFT1T) to clipboard.
- Signal dots — two small coloured dots appear next to each ticker name. The first is the technical signal (green = Buy, yellow = Hold, red = Caution), computed from 7 indicators. The second is the analyst consensus dot (requires a Finnhub API key in Settings). Hover either dot for a tooltip.
- Red left border — current price is below its 15% trailing stop (rolling high × 0.85, starting from your buy date).
Ticker detail chart
Click any ticker name to open its detail chart. Shows price history, 200-day moving average, and a 15% trailing stop line. Indicators displayed:
- RSI (14) — Relative Strength Index. Below 30 = oversold, above 70 = overbought.
- RVI (10) — Relative Vigor Index. Bullish when RVI line is above its signal line.
- RVOL (14) — Relative Volatility Index. Above 50 = bullish volatility direction.
- OBV — On Balance Volume. Rising = buying pressure exceeds selling.
- HV — Historical Volatility (30-day annualised).
- vs 200 MA — price position relative to 200-day moving average.
- 52-Week — current price within its 52-week high/low range.
A composite signal (Buy / Hold / Caution) scores how many of 7 rules pass. Analyst consensus is shown below the signal if a Finnhub API key is configured in Settings.
Portfolio chart
Shows combined portfolio value over time. Lots enter the chart on their buy date. Missing data for a ticker is forward-filled from its last known price so the chart stays consistent with the value cards.
Rebalancing
Click Rebalance in the Holdings panel header. Set a target allocation % for each ticker — the app calculates how many whole shares to buy or sell to reach it. Share counts are always rounded to whole numbers (buy: floor, sell: ceil). Targets auto-save as you type and persist between sessions.
AI analysis
Click Analyse with AI to copy a structured prompt containing your full portfolio data to the clipboard. Paste it into Claude, ChatGPT, or any AI assistant for an independent analysis and actionable recommendations.
Currencies & FX
Each lot stores its own cost currency. Live FX rates are fetched from frankfurter.app and cached for 12 hours. Set your display currency in Settings.
Analyst consensus
Register for a free account at finnhub.io (no credit card required), copy your API key, and paste it into Settings → Finnhub API Key. Analyst ratings are then fetched automatically for all holdings on page load and shown as a coloured dot in the holdings table and a consensus bar in the ticker detail modal. Data is cached for 24 hours.
Data freshness
Quotes are cached and auto-refreshed when stale. Use Refresh to force an immediate update. The Quote Freshness Window in Settings controls the cache duration.
Supported exchanges & tickers
Use Yahoo Finance ticker format. Common suffixes:
AAPL — US (Nasdaq/NYSE)BMW.DE — Germany (Xetra)BARC.L — UK (London, GBp)EFT1T.TL — Estonia (Nasdaq Tallinn)GRD1R.RI — Latvia (Nasdaq Riga)TEO1L.VS — Lithuania (Nasdaq Vilnius)NOKIA.HE — Finland (OMX Helsinki)ERIC-B.ST — Sweden (OMX Stockholm)
The TV button automatically converts these to the correct TradingView exchange prefix.