You can choose, at the portfolio level, which is the default calculation method for your portfolio. StockMarketEye offers standard lot-based cost basis calculations as well as average cost basis calculations.īoth calculations are always performed and available for analysis. Combine it with current market values and you get your profit or loss. Cost Basis TrackingĬost basis information lets you know how much you paid for your investments. You can track relevant data for individual securities and your portfolio, such as dividend, yield, forward dividend, forward yield, payout ratio, YOC, and income received. StockMarketEye provides a number of specialized columns to help you better analyse and plan out your dividend portfolio. Get the complete picture of how much income is generated by your portfolio and track the yield of individual investments so you can plan for the future. Historical performance reports also use historical Forex rates so you get performance numbers that include currency rate changes. The current exchange rates are applied to your foreign holdings, letting you see the value of the holdings in both your currency and the foreign currency. You can track holdings from around the world and include foreign stocks in your portfolios. StockMarketEye has powerful multi-currency support. Whether you're tracking your actual brokerage accounts, or just running just-for-fun simulations, StockMarketEye has the features you need to help you get the right information. Portfolio, you get a powerful way of breaking down and analysing asset allocation. Investment categories help you manage the individual holdings of your portfolio.Ĭategories group individual holdings together, giving you separate totals for the holdings contained in theĪs categories can be used within normal, individual portfolios, as well as within a portfolio group's virtual Run reports over the combined holdings, as well as view a virtual portfolio of all their holdings together.Ī portfolio group can even contain other portfolio groups, allowing you to setup a hierarchy of groups to see totals at different levels.Ībout using Portfolio Groups in our User's Portfolio Groups let you consolidate information on multiple portfolios. Or test different investment scenarios with virtualĬategories, you can group individual portfolios together as well as and categorize your investments within a portfolio.

Up-to-date information about your net worth and performance. Track your actual investment accounts to get StockMarketEye lets you track an unlimited number of portfolios. You'll be better able to see the big picture and take control of your investment Review all your holdings together in one spot and gain a better picture

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