01
Record the transaction
Choose the stock, side, shares, execution price, trade date, fees, native currency, and exchange.
Add one trade at a time or preview a CSV import before anything is saved.A portfolio record you can explain.
Stock Watcher turns a transaction ledger into a clear, continuously updated view of cost, value, return, and risk—without moving money or placing trades.
02
Build the position
The ledger is converted into open lots, average cost, invested capital, realized gain, and unrealized gain.
Choose FIFO, LIFO, or HIFO while keeping the original trade record intact.03
Normalize global holdings
Native-market prices and FX rates are translated into one display currency for portfolio-level totals.
Original currency values remain available, with conversion source and freshness shown.04
Monitor what matters
Compare performance, inspect chart points, set price alerts, review concentration, and maintain a watchlist.
Every metric is labeled so value, capital, fees, and profit or loss are not confused.What to have ready
You can begin with one position. More complete records create a more complete performance history.
- Company name or ticker symbol
- Buy or sell date
- Number of shares
- Price paid or received
- Trading fees, if any
- Native currency and exchange
Nothing is traded
Stock Watcher is a portfolio intelligence workspace. It does not connect to an exchange or execute orders.
Holdings are derived
Open positions are calculated from transactions instead of being stored as a separate, potentially conflicting record.
Changes stay reviewable
Transactions can be filtered, edited, deleted with confirmation, imported, and exported as a portable ledger.
Frequently asked questions
Clear answers about how this part of Stock Watcher works.
Do I need to enter my entire portfolio at once?+
No. Start with one transaction or one symbol and add the rest over time. The workspace recalculates as the ledger grows.
Can I record a stock I already bought elsewhere?+
Yes. Enter the original trade date, quantity, execution price, fees, currency, and exchange. Stock Watcher tracks it from that record onward.
What happens when I sell part of a position?+
The selected tax-lot method matches the sale against open lots, calculates realized profit or loss, and leaves the remaining shares as the open position.
Can I correct a mistake later?+
Yes. The transaction ledger supports editing and deletion. Portfolio calculations are rebuilt from the corrected ledger.
Build a portfolio record you can trust.
Create an account to begin, or log in to continue your existing workspace.