My investments
Everything you follow on one page: your portfolios and holdings, the assets you watch, what changed, what's coming up, your alerts and your open trades.
Your investments need an account
What it brings together
Portfolios and holdings
Each portfolio's value and the latest session's change in its base currency, and every holding with its shares, latest stored price and value in the currency it trades in.
Watching
Stocks, coins, currency pairs and commodities on your watchlist, with their latest prices, and a quick way to record a purchase or set an alert for any of them.
What changed
The biggest moves among what you follow, and new SEC filings and ASX announcements from the last week, each linked to its source.
Coming up
Announced dividends kept apart from estimated ones, earnings and ex-dividend dates from Nasdaq's calendars, and takeover offers or shareholder votes still pending.
Alerts
Your active price and event alerts with the current price beside each target, and the ones that triggered in the last 30 days.
Open trades
Trades open in your journal, with how far the latest price is from your stop and your next target.
Questions
What does My investments show?
Your portfolios' value and the latest session's change, every holding and every asset you watch with its latest stored price, the biggest moves and new filings among them, upcoming dividends, earnings dates and pending corporate events, your price and event alerts, and the trades open in your journal.
Which currency are the figures in?
Each stock, fund or coin is shown in the currency it trades in, so a US share is always in US dollars and an ASX share in Australian dollars. Each portfolio's total is in the base currency you chose for it; a total across portfolios uses your currency, converted at the stored exchange rate, which is shown with its date.
Do I have to add my holdings to my watchlist?
No. What you hold in a portfolio counts as followed automatically: its moves, filings and dividends appear on the page. You can also show your holdings in the Watching list, or turn that off.
How current is it?
The page reads the prices, filings and calendars the site has already collected, so it opens quickly and never waits on a provider. Every price shows when it was observed, and older observations are labelled.