Create quick portfolio

Enter the ticker and the number of shares you own. Enter one ticker per line using a single comma or tab delimiter, for example:

AAPL,2134
TSCO.L,1234
T.TO,1443

You can add a ticker multiple times, the amounts will be aggregated in the final calendar.

Once you have added your entries click the "validate" button.

If the validation suceeds you can submit the data to create a unique portfolio. This portfolio can be shared but not edited or deleted. To edit a portfolio load it by its unique id and then add or change entries. Once validated / submitted this will create a new portfolio with a new id and calendar link.

Valid tickers are xxx.L for London stocks, xxx.TO for Canadian and xxx for US stocks.

Stored portfolio data contains only the ticker and the select amount(s). No personal information is stored with this data.