How to Track an Investment Portfolio

Why tracking matters

Without a single source of truth, investors lose sight of true exposure — especially when holdings are split across brokers or wrapped inside ETFs. Tracking connects transactions to performance and risk.

Core data you need

• Holdings: symbol, quantity, account
• Cost basis: what you paid, including fees when available
• Transactions: buys, sells, dividends, splits
• Prices: current marks for market value and unrealized P/L

Step-by-step

1. Export holdings or transactions from each broker
2. Import into a portfolio tracker (CSV/Excel) or connect a supported broker
3. Reconcile symbols and share counts
4. Review allocation, concentration, and heatmaps
5. Drill into individual stocks and ETFs for research

How PortView helps

PortView is built as a portfolio tracker and investment dashboard: imports, live P/L, heatmaps, and research pages for stocks and ETFs.

Methodology and sources

Market quotes and fundamentals on PortView generally come from licensed market-data providers (such as Financial Modeling Prep) and may be delayed. Always confirm critical figures with your broker statements.

Disclaimer

This article is for education only. It is not investment, tax, or legal advice. Past performance does not guarantee future results.