Portfolio Genius
Portfolio
Genius
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Complete trade history

Smart trade management with real accounting.

Track every trade with precision. Log buys, sells, dividends, and corporate actions — then get detailed analytics to understand your trading patterns and improve your results.

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Trade logRecent
BUY

NVDA

10 shares @ $142.30

$1,423.00

Dec 15, 2024

SELL

AAPL

5 shares @ $198.45

$992.25

Dec 14, 2024

BUY

MSFT

8 shares @ $425.67

$3,405.36

Dec 12, 2024

DIVIDEND

KO

100 shares @ $0.48

$48.00

Dec 10, 2024

Capabilities

Comprehensive trade tracking, done right.

Everything you need to manage and analyze your trading activity without exporting to a spreadsheet.

01

Complete history

Full trade history with search and filter capabilities.

02

Cost basis tracking

Automatic FIFO cost basis calculation for all positions.

03

Win rate analysis

Track your winning and losing trades to improve strategy.

04

Performance attribution

See which trades contributed most to your returns.

Transaction types

Track every kind of portfolio activity.

Our trade management system handles every type of portfolio activity so your records are accurate and complete.

  • 01

    Buy & sell orders

    Track market, limit, and other order types.

  • 02

    Dividend income

    Cash and reinvested dividends tracked separately.

  • 03

    Stock splits

    Automatic share and cost basis adjustments.

  • 04

    Corporate actions

    Mergers, spinoffs, and acquisitions handled automatically.

Trade statisticsYTD
Total trades
247
Win rate
68%
Avg hold time
127 days
Realized P&L
+$12,450
FAQ

Frequently asked questions.

Common questions about trade management features.

What types of trades can I track?

You can track all types of transactions including buys, sells, dividends, stock splits, spinoffs, mergers, and transfers. Each trade type is properly categorized and reflected in your portfolio calculations.

How do I add trades to my portfolio?

You can manually add trades by entering the stock symbol, quantity, price, and date. We also support bulk import from CSV files exported from most brokerages.

Does Portfolio Genius calculate my cost basis?

Yes, we automatically calculate your cost basis using FIFO (First In, First Out) method. This helps with accurate gain/loss tracking and tax reporting considerations.

Can I track trades across multiple brokerages?

Absolutely. You can add trades from any brokerage to any portfolio. This gives you a unified view of all your investments regardless of where they're held.
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Start tracking your trades.

Get complete visibility into your trading activity. Track every trade, analyze performance, and improve your results.

Get started freeExplore all features