Portfoloo aims to be your stock portfolio management tool that you can use to track and analyze all your portfolios. Currently, there are many choices for stock analysis, but, few to manage and analyze your investments as portfolios across different accounts. We're here to serve that niche for the DIY investor.
Create unlimited portfolios to organize all your investment accounts.
Add as many Canadian and US stocks as your want to any of your portfolios.
See each of your portfolio balances.
Keep track of your dividends.
Keep track of stock splits.
Import your stocks via Excel.
Keep track of each portfolio in either Canadian or US currency.
Use Charts, Stock Screener, and Technical Analysis features from Trading View integrated into Portfoloo.
Get portfolio level statistics..