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Analysis updated22 minutes ago

Performance vs market

US$6,947

Total Value• 5 holdings

US$309

1D Returns4.6%

US$3,277

Unrealised Returns89.3%

US$18.68

/yr

Est. Dividends• 0.3% Yield

Portfolio

US Market

Unrealized Returns
US$3,27789.3%
Realized Returns
n/an/a
Dividends
n/an/a
Currency Impact
n/an/a
Estimated Dividends
US$18.68/yr
0.3% Yield

Portfolio Snowflake

A past performer with growth potential

5 holdings

Holdings

5
Fair Value
1Y chart

Frequently Asked Questions

Is Simply Wall St's portfolio tracker free to use?

Yes! You can create and manage your investment portfolio for free on Simply Wall St—up to 10 holdings. Free users can add stocks, view insights, and receive updates. Paid plans allow you to track more holdings, create multiple portfolios, and unlock advanced features.

How can I create a portfolio on Simply Wall St?

There are three easy ways to get started:

  • Link your broker: Securely connect your brokerage account, including Robinhood, Fidelity, Charles Schwab, DEGIRO, and over 1,000 other supported brokers, to automatically import your holdings. Your portfolio refreshes daily with the latest data.
  • Add your holdings manually: Quickly enter stocks, number of shares, and average cost for basic tracking of unrealised gains.
  • Import your full transaction history: Upload with our AI import or paste your buy and sell transactions for detailed performance tracking, including realised and unrealised gains, dividends, currency impact, and annualised return (IRR).

What are the benefits of using Simply Wall St's portfolio tracker?

Simply Wall St goes far beyond price tracking. You'll be able to:

  • Receive relevant updates on your companies, including earnings, analyst forecasts, insider activity, and risks.
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  • Measure diversification by sector and geographic revenue exposure.
  • Benchmark your portfolio against the market using key financial metrics.
  • Track detailed returns over any time frame. With transactions added, you get a breakdown of realised gains, unrealised gains, dividends, currency effects, and your annualised return (IRR).

Can I track dividends in my portfolio?

Yes. We track both historical dividends you've received and forecasted income from your current holdings. We also assess dividend quality, so you can avoid unreliable payers and protect your future income stream.

Why is Simply Wall St better than other portfolio tools?

Most brokers and portfolio trackers only show prices and unrealised gains, with little context and lots of noisy news. Simply Wall St offers:

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In short, Simply Wall St is more than a tracker — it's a complete investing platform for monitoring, analysing, and growing your portfolio.