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Powerful Portfolio Management and Recordkeeping for Stocks, Mutual Funds, ETFs and More

In-Depth Reports on Portfolio Fundamentals and Performance

Create Multiple Portfolios to Track IRAs, 401(k)s, Brokerage Accounts & More

Complete Transaction Recordkeeping for Accurate Tax Reporting

Early-Warning Alerts on Potential Fundamental Problems with Holdings

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Limited-Time Introductory Offer

Completely Online. No Software to Update or Install. Ever!

Performance at a Glance. Detail at the Ready.
The Only Online Portfolio Management Tool Specifically Designed for the Needs of Long-Term-Focused Investors

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Commonsense Tools for Investors and

Developed by ICLUBcentral, MyStockPortfolio is part of a suite of tools that have been helping individuals to invest smarter for more than 20 years. Some of other products include stock analysis software, stock screeners, investing newsletter and investor websites.

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"Why Do I Need MyStockPortfolio"

Investors need to manage their holdings on an ongoing basis in order to get early warning signs of potential fundamental problems with their holdings, as well as accurate recordkeeping to measure performance and gains/losses for tax-related portfolio decisions. MyStockPortfolio offers the necessary fundamental data you need to make smarter portfolio decisions.

Complete Portfolio Management for Stocks & Other Securities

MSPTTransactions

Accurate Recordkeeping

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Handles stocks, bonds, mutual funds, exchange traded funds, cash and more.

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Complete transaction tracking for buys, sells, stock splits, mergers, acquisitions, dividends, distributions.

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Supports IRS-approved sell accounting, including specific tax lots and first in, first out (FIFO) for equities, and average cost basis methods for funds.

MSPTCreatePortfolio

Organize Your Portfolios

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No limit to number of portfolios you can create for all of your and your family’s accounts.

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Organize and group your accounts and investments however they make best sense for you..

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Create separate watch lists of investments to monitor for potential buy opportunities.

MSPTReports

Deep Portfolio Metrics

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Analyze the asset allocation and diversification of your holdings by company size, market cap, projected growth rate, industry, or sector.

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Make better decisions about tax selling with accurate basis reporting.

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Drill down into mutual funds to see total diversification of your holdings by company, industry, and more.

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LINK INVESTMENT CLUBS

Automatically link to your myICLUB.com investment club accounting to display updated club capital account balances right in your portfolio!

MSPTAlerts

EARLY WARNING SIGNALS

Monitor your stocks for signs of slowing growth of pre-tax margins, EPS, and sales, and for stocks that may be overvalued or likely to not generate desired rates of return in future.

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COMPREHENSIVE HELP

Access online help and getting started guides plus FREE technical support by phone or e-mail.

Get MyStockPortfolio Today and Start Improving Your Investment Portfolio!

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Limited-Time Introductory Offer

Completely Online. No Software to Update or Install. Ever!