Portfolio Tracker
Daily Yield is not a broker, investment adviser, or tax service. Prices, yields, scores, news tags, portfolios, and emails are information, not a recommendation or an offer to buy or sell. Data can be delayed or wrong. You can lose money. Read the notice
Look up a stock, ETF, or coin. For bitcoin, type the coins or the dollars and the price you paid. Ten names are free. Keep more than one portfolio — a Roth, a joint account, the dividend names — and switch between them. All adds every portfolio together.
A positions CSV from Fidelity, Schwab, Vanguard, or any export with a ticker and a share count. The file is read on this device and is not uploaded. Daily Yield does not connect to a brokerage and will not ask for that password.
No holdings yet. Look up a ticker you own, or start with one of the names above.
Shares and average cost are yours. The pie is live market value. Dividends are the checks these names paid, at today’s share count. Versus stacks your portfolio against any index you pick. Risk reads the mix, a year of prices, and a beta versus the S&P. Analyst ratings are the published street ratings. Checked daily. Not a recommendation.