Portfolio
Track your investments. Understand your performance. Make better decisions.
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YOUR PORTFOLIO
Track your portfolio with WOI
Add your investments to follow performance, realized and unrealized P/L, and portfolio changes over time.
Add Transaction
Record an actual portfolio trade.
Portfolio Performance
Historical portfolio P/L from your transaction history
Total P/L
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Realized
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Unrealized
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Period
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Allocation
Current market value by position
Holdings
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| Symbol | Shares | Avg Cost | Price | Market Value | Weight | Today | Total P/L | Return | vs SPY | WOI View | Actions |
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Recent Transactions
Your latest portfolio activity
Track. Learn. Improve.
Portfolio results reflect your actual transaction history. Relative performance compares each current holding cycle with SPY over the same period.