Stock Portfolio Tracker — Watchlist & Holdings P&L (Free)
Track stock watchlist and portfolio holdings. P&L per position. Educational only — not financial advice. Free.
About Stock Portfolio Tracker
A stock portfolio tracker maintains a watchlist of equities you follow and a holdings table that multiplies your share count by current price to show position value, gain/loss vs cost basis, and total portfolio value. The ZTools Stock Portfolio Tracker runs entirely in the browser, supports manual price entry or public-API pulls, persists your watchlist and holdings locally, and is **for educational and personal-record use only — actual brokerage statements, tax-lot accounting, dividend reinvestment, and corporate actions are out of scope; never substitute calculator output for an authoritative broker statement when filing taxes or making transaction decisions**.
Use cases
- Quick P&L glance. See total gain/loss across all positions in 30 seconds without opening every brokerage tab.
- Watchlist for ideas. Track 10–20 tickers you are researching. See price changes; do not act on them without further analysis.
- Educational tracking. New investors learn how prices move and how percentage moves affect dollar P&L on different position sizes.
- Pre-tax ballpark. Year-end check: total portfolio gain. (Real tax requires lot-level accounting from your broker.)
How it works
- Add tickers. Type the symbol (AAPL, MSFT, VTI). Watchlist saves locally.
- Pull or enter prices. API mode pulls from a public quote endpoint. Manual lets you paste a snapshot.
- Add holdings (optional). Per ticker: shares owned + cost basis (average buy price).
- Compute P&L. Position value = shares × current price. Gain = (current − cost) × shares. Percentage gain = gain / (cost × shares).
- View totals. Grand totals across all positions: cost, value, gain, percentage gain.
Examples
Input: Watchlist: AAPL, MSFT, VTI
Output: Three rows with live prices and 24h change
Input: Holdings: 100 AAPL @ $150 cost, current $180
Output: Position $18,000 · Gain $3,000 (+20%)
Input: Portfolio with 5 stocks
Output: Per-row + grand total: cost basis, current value, total gain, total %
Frequently asked questions
Does it replace my brokerage account?
No. Brokers handle real money, lot-level cost basis, dividend reinvestment, corporate actions, tax forms. The tracker is a personal display tool.
Are dividends counted?
No by default — only price-change P&L. For total return, manually add dividend totals to the gain field.
How does it handle stock splits?
It does not — after a split, manually update share count and cost basis to reflect the new structure. Brokers handle this automatically.
Can I export to a spreadsheet?
Yes — CSV export of watchlist + holdings + current values.
Are prices real-time?
Public APIs are usually 15-min delayed for free tiers. For trading-grade real-time data, use a brokerage app.
What about ETF / mutual fund tracking?
ETFs work the same as stocks — single ticker. Mutual funds price once daily after market close, supported via the same flow.
Pro tips
- Use as a quick-glance overview, not for trade decisions.
- For taxes, get year-end statements from your broker — they are the authoritative source.
- Update cost basis when you make new purchases; otherwise the gain calculation becomes meaningless.
- Diversify — single-ticker portfolios concentrate risk regardless of how good the company looks.
- Avoid reacting to daily noise — long-term P&L is what matters; daily moves are mostly noise.
Reviewed by Ahsan Mahmood · Last updated 2026-05-05 · Part of ZTools.
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