Want a portfolio like this?
Updated

Performance vs market

US$277,218

Total Value 14 holdings

US$169,063

Total Returns77.4%

19.2%

Annualised (IRR)

US$112,516

Unrealised51.5%

US$46,631

Realised21.3%

US$10,642

Dividends4.9%

-US$726

Currency-0.3%

US$4,709

/yr

Est. Dividends• 1.7% Yield

Holdings

US Market

Portfolio Snowflake

A past performer with good growth potential

14 holdings

Holdings

14

Symbol
Price Vs Fair Value
7D ReturnTotal ReturnValue & CostWeight & SharesAvg. Price1Y chart
XOM

Exxon Mobil

US$109.31

66.4% undervalued intrinsic discount

6.9%

+US$1,437

96.4%

+US$12,515

US$22,409

US$12,897

8.1%

205

US$62.91

BATS

British American Tobacco

UK£35.71

41.9% undervalued intrinsic discount

5.3%

+US$1,708

24.9%

+US$9,614

US$33,883

US$26,990

12.2%

700

UK£30.00

PLTR

Palantir Technologies

US$136.35

120.3% overvalued intrinsic discount

4.9%

+US$634

702.1%

+US$11,935

US$13,635

US$1,700

4.9%

100

US$17.00

CRWD

CrowdStrike Holdings

US$476.98

8.5% overvalued intrinsic discount

3.6%

+US$821

67.1%

+US$12,154

US$23,849

US$13,100

8.6%

50

US$262.00

UNH

UnitedHealth Group

US$310.56

73.9% undervalued intrinsic discount

3.4%

+US$204

-25.0%

-US$2,240

US$6,211

US$8,960

2.2%

20

US$448.00

AMZN

Amazon.com

US$213.20

31.5% undervalued intrinsic discount

2.9%

+US$340

53.8%

+US$4,466

US$12,152

US$7,775

4.4%

57

US$136.41

JPM

JPMorgan Chase

US$268.15

25.5% undervalued intrinsic discount

1.5%

+US$197

33.5%

+US$3,523

US$13,408

US$10,500

4.8%

50

US$210.00

JNJ

Johnson & Johnson

US$155.26

52.0% undervalued intrinsic discount

1.3%

+US$102

65.2%

+US$3,327

US$7,763

US$5,100

2.8%

50

US$102.00

META

Meta Platforms

US$694.14

1.7% overvalued intrinsic discount

0.9%

+US$526

306.4%

+US$48,585

US$59,002

US$13,830

21.3%

85

US$162.71

BAC

Bank of America

US$44.73

31.5% undervalued intrinsic discount

0.8%

+US$222

52.9%

+US$10,102

US$26,838

US$19,100

9.7%

600

US$31.83

NVDA

NVIDIA

US$142.83

28.4% overvalued intrinsic discount

0.6%

+US$36.40

788.9%

+US$13,690

US$5,713

US$1,443

2.1%

40

US$36.06

TSLA

Tesla

US$326.40

148.3% overvalued intrinsic discount

-1.7%

-US$565

47.7%

+US$10,540

US$32,640

US$22,100

11.8%

100

US$221.00

OKTA

Okta

US$100.44

28.6% undervalued intrinsic discount

-4.9%

-US$413

-49.8%

-US$7,965

US$8,035

US$16,000

2.9%

80

US$200.00

TLX

Telix Pharmaceuticals

AU$25.59

57.6% undervalued intrinsic discount

-5.9%

-US$735

136.9%

+US$10,028

US$11,680

US$5,128

4.2%

700

AU$11.00

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.
  • Assign a narrative from our analysts or the community to understand the story behind each stock.
  • Set and track your own valuation for each holding.
  • 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:

  • Detailed return tracking, including all components of your real performance.
  • Access to investment narratives to help you understand the companies you hold.
  • A full research platform to analyse fundamentals like valuation, growth, and financial health.
  • An advanced stock screener to help you discover new investment opportunities.

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

Have feedback on the portfolio tool?