Stockworm gives you the right tools to manage your portfolios

Stockworm portfolio management provides the features needed to measure the success of your investing strategy over time:

• You can buy or sell stocks, and add or delete cash from the portfolio.
• You can track stock and cash dividends within your portfolio.
• You can track fees (e.g. margin interest or management fees) and income (e.g. interest) within your portfolio.
• Stock splits are automatically integrated into your portfolio -- there is no need to go back and adjust the stock basis.
• The full history of each portfolio is maintained so that gains and/or losses from each transaction can be tracked.
• Historical plots and tables of overall portfolio performance are available in the performance view.
• The performance plots and tables can be augmented with performance figures from multiple market indicators and individual stocks.
• Report cards of all of your current holdings can be accessed with a single click so that you can perform ongoing analysis of your holdings.

Note: if you are simply interested in tracking a list of symbols without any purchase/sale prices and dates, you should use the Stockworm Watchlist tool.

Portfolio home page

The portfolio home page provides a quick summary of all portfolios within your Stockworm account:

The portfolio home table contains the following items:

Portfolio views

Individual portfolios can be loaded into one of four views:

Navigation between these views is as simple as clinking on the link for the view of interest.