MyStockPortfolio Blog


New Site Feature: "Simple" Portfolios

We've added a new feature for users who don't wish to add full account histories to their portfolios. The "simple" portfolio lets you track holdings by only entering the number of shares currently owned.

To create a simple portfolio, create a portfolio and check the "this is a simple portfolio" box. Then, for each stock owned, enter the ticker symbol and number of shares of each.

Going forward, you will need to manually update the number of shares for each simple portfolio you have set up whenever you buy or sell stocks from that portfolio. You will have access to all fundamental reports -- such as the diversification and equity reports -- but the gain/loss and performance reports won't be valid or available (since the cost basis isn't available for the holdings).

Posted by Doug Gerlach on 8/29/2013 8:32 PM.      

Welcome to

Thanks for checking out our newest tool for investors, We think we've built the foundation for a very useful tool for individual stock investors.

Using many of the same concepts that are used in our Toolkit 6 software program and that are taught by BetterInvesting, is designed to help you manage your investments -- not only stocks, but mutual funds, ETFs, bonds, cash and more! With deep portfolio metrics and alerts focused on the fundamentals of your companies, is a truly unique tool for investors. Please let us know if you have suggestions or questions about the tool.

We look forward to hearing from you!

Posted by Doug Gerlach on 12/20/2012 1:15 PM.