Everything you need to track and research investments

Portfolio tracking

Track holdings, transactions, cost basis, realized and unrealized gains, and allocation across accounts. See what moved today and how positions contribute to overall performance.

• Live quotes and daily movers
• Allocation and sector exposure
• Portfolio heatmaps for winners and losers

Import and broker connections

Import portfolios from Excel or CSV, paste screenshots where supported, or connect a supported broker via SnapTrade. Aggregate multiple accounts into one investment dashboard.

Stock and ETF research

Open any supported ticker for charts, financials, valuation metrics, earnings context, institutional ownership, and insider transactions — then see how that security fits your portfolio.

Browse the public directories: stocks and ETFs.

Compare and communities

Compare your portfolio to legendary investor portfolios (for example Warren Buffett) and join investor communities when signed in.

Limitations

Market data may be delayed. Coverage depends on data providers. Broker sync availability varies by broker. PortView is informational — not investment advice.

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