Portfolio Charts - Free Portfolio Tracker | Visualize Your Investments

Educational visualisations — not financial advice. These charts illustrate how your tracked holdings are distributed and how their reported values have moved over time. They are not predictions, recommendations, or performance attestations. Past performance shown here does not guarantee future results. Always verify values in your real brokerage and consult a qualified advisor before making investment decisions.

Allocation

Asset Allocation

Share of total portfolio value

Ownership

John vs Maria by Asset Type

Holdings grouped by person

Exposure

Portfolio Breakdown

Total value by asset class

Performance

Daily Gain / Loss

Change between saved snapshots

Save at least 2 snapshots to see daily gain/loss.

Balance

Savings vs Invested

Cash reserves and market exposure

History

Composition Over Time

How allocation changes with each snapshot

Save at least 2 snapshots to see composition over time.

Return

Cumulative Return

Change from the selected period's start

Save at least 2 snapshots to see cumulative return.

Risk map

Asset Performance Scatter

Today's percentage change compared with position value

Refresh prices on the portfolio page to see the scatter chart.

Leaders

Top 5 Performers

Strongest current price movement

Laggards

Bottom 5 Performers

Weakest current price movement

About this page

Charts use your latest locally stored prices and snapshots. Historical charts need at least two saved snapshots before they can show a trend.

Use these views to understand allocation and movement—not as investment advice or audited performance reporting.

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