My Portfolio

What is My Portfolio?

My Portfolio is a simple tool for calculating and updating the portfolios that a user has entered into the system. You can create up to 20 portfolios, and each one can contain up to 20 assets.

This tool uses your browser’s local storage system to save your data. For this reason, users must use the same combination of device and browser to preserve and retrieve this information.

Benefits of this way of functioning:

• Access to your portfolio without re-entering your data.

• No login required.

 How do I create a portfolio?

• Click on "Create Portfolio"

•  Enter a name for the new portfolio.

• Click “Create”; your portfolio will appear on screen with the name you provided.

• "Your portfolio" will appear on the screen with the given name. You may select the select portfolio field to change your active portfolio.

To add stocks to your active portfolio:

• Click on "Add share" and fill in the following fields in the popup:

  1. Share: Click on the selection field [share] select input or type a few characters of the asset name. Available assets will appear. Select one by clicking on its name.

  2. Date (free format): enter the purchase date. This data is merely for your personal reference only.

  3. Shares: enter the number of shares.

  4. (Purchase) Price: enter the price in euros (max 4 decimals).

  5. Dividends: Insert the amount (gross or net), max 2 decimals.

You can add up to 20 assets per portfolio.

Click on "+ ADD" and the these data will be presented automatically:

How do I save my portfolio?

Your portfolio is automatically saved in your browser’s local storage. However, if you want to access your portfolio from another device or browser:
• Click “Save data”. A file with a .json extension will be saved to your "Downloads" folder.

How do I access my portfolio data again on another browser or device?
• Click “Load data”
• Choose the .json file previously saved on your computer, as explained in the previous step.