The workspace is designed to answer practical portfolio questions quickly: what went in, what it is worth now, what changed, and where risk is concentrated.
Full transaction CRUD, CSV import preview, duplicate detection, filtering, editing, confirmation-based deletion, and export.
Every holding shows invested amount, current value, per-share price, fees, gain or loss, and return percentage.Portfolio history, dollar gain or loss, time-weighted return, and normalized SPY or QQQ comparison.
Chart markers connect contributions and transactions to the performance timeline.Convert holdings into USD, EUR, GBP, JPY, HKD, CAD, or AUD while preserving native values.
Review allocation by company, currency, and exchange, plus concentration warnings.Maintain watchlists, edit threshold alerts, track dividend forecasts, and organize earnings events.
Interactive charts support pointer, touch, and keyboard inspection with price-and-time tooltips.These are implemented product capabilities—not roadmap claims or decorative mockups.
Visible focus states, keyboard chart controls, screen-reader announcements, touch interaction, and reduced-motion support are built in.
Loading, empty, stale, partial-history, missing-FX, and retry states keep failures understandable instead of silently hiding them.
Update name and preferences, manage password access, export account data, or permanently delete the account.
Clear answers about how this part of Stock Watcher works.
No. It records transactions completed elsewhere and uses them to calculate portfolio performance.
Yes. Public pages and the private workspace adapt from phone layouts through widescreen dashboards.
The current release supports secure manual and CSV workflows plus broker-source metadata. Licensed broker OAuth synchronization remains a future integration.
No. Review credentials are shared privately and are never rendered on the public homepage or account-access screen.
Create an account to begin, or log in to continue your existing workspace.