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Plan:
Basic
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Create New Portfolio
What can I do on this page?
New Portfolio Creation
Name
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ETFs as benchmarks
*
SelectRandom3
SPY=SPDR S&P 500 ETF
VTI=Vanguard Total Stock Market ETF
QQQ=Invesco QQQ Trust
IWM=iShares Russel 2000 ETF
Select ETFs to compare against your portfolio. For multiple selection hold 'CTRL'
Equal ETF distribution?
Distribute total cost equally among selected ETFs if checked, otherwise apply full cost to each ETF.
Add Stock(s):
Ticker
Cost
Quantity
Date of Purchase
Actions
Ticker
Cost
Quantity
Date of Purchase
+ Add Stock
Reset Form
Create Portfolio
What you can do on this page
Create New Portfolio:
Use this to create a new portfolio (hypothetical or existing).
Portfolio Overview Table:
Displays the performance of all your portfolios using the latest available end-of-day (EOD) data.
Detailed Portfolio Sections:
Performance of individual stocks in that portfolio
ETF performance comparison (split or non-split depending on your creation choice)
An interactive chart showing market value of your portfolio against selected ETFs
Your portfolios at a glance
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No portfolios found.