Investing

Portfolios and holdings

Portfolio is where your shares live. Create one portfolio per brokerage account or goal, add your holdings, and see live prices, gains and losses, sector mix and upcoming earnings dates.

What you'll need

The ticker, number of shares and average cost for each holding.
A portfolio for each exchange you hold. Supported exchanges are ASX, BSE, NSE, NYSE and NASDAQ, TSX, LSE, XETRA, and Euronext Paris and Amsterdam.

Add your holdings

Create a portfolio

Choose a name and an exchange. You can also create one while logging a trade. A BSE/NSE portfolio asks you to pick BSE or NSE for each stock, and a Euronext portfolio asks for XETRA, Paris or Amsterdam.

Add a stock

Choose Add Stock and start typing a ticker. After two characters the search lists matches, and a green tick confirms a live price is available for it.

Or import a CSV

Choose Import CSV with the columns ticker,shares,avg_cost. An import takes up to 500 rows in a file up to 500 KB. A ticker you already hold is added to the existing holding at a weighted average cost. Each ticker is checked against a live price before you confirm.

What you see

Column	Meaning
Shares and Avg Cost	MeaningWhat you entered. Editing a holding changes only these two. To change a ticker, delete the holding and add it again.
Live Price	MeaningThe latest available price. Prices can lag by a minute or two.
Market Value and Weight %	MeaningShares times live price, and its share of the portfolio. Until a price loads, FinTarget uses your cost.
Today’s Change and Gain/Loss	MeaningThe move since yesterday’s close, and your total gain or loss against cost.

Sorting. Select the Shares, Market Value, Weight or Today's Change heading to sort. Select it again to reverse, and a third time to clear.
Dividend yield. A badge appears on tickers that have dividends recorded.
Company logos. ASX holdings show a logo where one is available, with initials as the fallback.
Sector tab. A pie chart of your sector mix. Holdings with no sector, such as most ETFs, show as Other.
Earnings. Upcoming earnings dates for your holdings, with a range when the date is not confirmed.

FinTarget saves one value snapshot per portfolio each day you refresh prices. A snapshot is saved only when every holding in that portfolio has a live price, so a failed refresh cannot overwrite a good day. Analytics uses these snapshots for net worth over time.

Stock splits and renames

Record a split with a ratio, such as 1:2, and a date. FinTarget previews the new share count and average cost before it saves.
When NSE renames a ticker, FinTarget updates your holdings, trades and dividends for you and sends a notification. A portfolio that already holds the new ticker is left unchanged.

Share a portfolio

Choose Share, then Create shareable link. Anyone with the link can view the portfolio in read-only mode without an account. The page shows market value, gain or loss, one-month and year-to-date change, the holdings table and a value-over-time chart. Select Copy link to share it.

The link also shows your portfolio's daily value history, so share it only with people you trust. Revoke the link from the same dialog to stop sharing.

Troubleshooting

Symptom	Likely fix
Live Price shows a dash	Likely fixNo price is available for that symbol. Check the ticker and the exchange, since a delisted or renamed stock has none.
An import row is marked invalid	Likely fixThe ticker returned no live price. Fix the ticker or the portfolio’s exchange and import again.
Values look slightly old	Likely fixChoose Refresh Prices. Quotes are cached for about a minute.

Trades. Log buys and sells to keep holdings up to date.
Dividends. Dividend history and franking credits for what you hold.
Analytics. Net worth over time and the dividend yield chart.