New Portfolio Tracker

The New Portfolio Tracker will include the following features:

  • Improved navigation – We will apply the same “blue pill” button navigation you see on the stocks page
  • Currency – You will be able to change the currency
  • Benchmark line – The S&P 500 line will be added to the chart
  • Durations – Durations will be added to multicurrency portfolios
  • Projections tab – Based on your returns, this tab estimates your portfolio size in the coming years
  • Fair value tab – Based on the average MOS of stocks in your portfolio, this calculates the value of your portfolio in 10 years
  • Retirement calculator tab – This allows you to enter variables such as a timeline to your goal retirement to see if you are on track to reach your retirement goals
  • Cash – When you sell shares it turns into cash
  • Fractional shares – You will be able to add fractional shares
  • Dividends – You can choose if dividends are applied to your portfolio or not
  • Edit columns – You will be able to rearrange columns