The portfolio tracker is the home for your actual positions. You can find it in the app under Portfolio. You can keep several portfolios (for example a real account and a paper one) and switch between them from the header.
Create your first portfolio from the portfolio screen, then record transactions — buys and sells with date, quantity and price. The tracker derives everything else from them: share counts, average cost, realized and unrealized P&L.
The Transactions tab lists the full history with pagination, so you can audit or correct what you’ve entered. You can also track a cash balance alongside your positions — edit it inline on the summary.
The summary strip answers the day-to-day questions at a glance:
The performance chart plots portfolio value over time; switch the period to zoom from recent weeks out to the full history.
Each holding shows shares, average cost, current price, market value, today’s move, dividend yield and total P&L in money and percent. Click a ticker to open its full analysis page. The table is paginated; use the row menu (⋯) to add a transaction for that position or remove it.
Upcoming dividends lists ex-dates, payment dates and the total amount you’ll receive per event, based on your current share counts.
Allocation drift compares your actual sector weights against the target weights you set. Enter targets once (edit mode on the drift card), and the card highlights where the portfolio has drifted, so rebalancing becomes a decision, not an archaeology project.
The contribution to return card breaks your total return down by position, so you can see which holdings actually moved the needle — often a handful of positions explains most of the result. It’s a good starting point for deciding what deserves more (or less) of your capital and attention.