It’s now easy to monitor and track your portfolio or watchlist with the variety of reports we offer and the option to create your own custom report views.
Overview of the Stock Portfolio Feature
The layout should be familiar. Same as the Stock Database and Stock Screener.
Stock Portfolio Main Screen
To add stocks or edit transactions, this is how you do it.
Stock portfolio add stocks and transactions
Adding or Editing Transactions
The easiest way is to upload a simple CSV file.
This animated gif shows
- a file being imported
- the incorrect date format is selected causing an error
- selecting the correct date format and adding the transactions to a new portfolio
Importing stock portfolio transactions
Here’s a description of the components in the transactions view.
Stock portfolio transactions view
Performance Charts Based on Transactions
If you enter transactions to your portfolio, OSV Online will generate the performance charts.
Charts are calculated using Time Weighted Average returns.
We’ve also included an equal-weighted portfolio return which calculates the return as if all positions are equal-weighted. The idea behind this type of return is to determine how good your stock picking is.
Stock portfolio performance charts
Create a Watch List with the Portfolio Feature
We highly recommend creating a separate portfolio for yourself to keep track of stocks you're monitoring but not yet invested in.
Simply create a new portfolio, name it "Watch List" (or whatever you'd like), and add stocks to it without any transaction data:
Then, from here, you can go to your main portfolio page to view all these stocks together. You can add notes, and you can pull up any metrics you like. I particularly like using the Valuation report.
The "Performance" and "Summary" tabs won't work because there's no transaction data, but that's ok -- this report page is super useful for keeping track of your high potential opportunities!