Real-Time Personal Tracking
💼 My portfolio
Enter your positions (symbol, quantity, cost basis) and track their real-time performance: gain/loss, weight of each line, distribution by sector and country.
💡 How to use your portfolio
What's it for? This virtual portfolio allows you to track your real investments at a glance without reconnecting to your broker. You enter what you own, Investlytic retrieves current prices and calculates your performance.
How to Use:
- Search for a stock by name or symbol (e.g., "Apple" or "AAPL").
- Enter the quantity held and your cost basis (PRU): the average price at which you purchased.
- Click Add : the line appears with its current value and plus/minus value.
How to read the results:
- +/- value = how much you gain (green) or lose (red) compared to your purchase price, in euros and %.
- Weight = the proportion of each line in the total value: useful for identifying overly concentrated positions.
- The charts show your diversification by sector and country.
⚠️ Ceci est un suivi personnel, pas un conseil en investissement. Les cours sont fournis à titre indicatif et peuvent être différés.
🔗 Link My Broker Account
Automatically import your positions in read-only mode from your broker. You log in to our secure provider's portal: Investlytic never sees your password and cannot place any orders. (Bourse Direct and Trade Republic are not yet supported.)
Connected Account
| Actif | Qty | PRU | Price | Value | +/- value |
|---|
◆ Total Value
·
Current prices × quantities
↧ Montant investi
·
PRU × quantities
± Plus/moins-value
·
Latent · open positions
% Performance
·
Latent · open positions
≣ Lignes
·
Tracked positions
★ Score Investlytic moyen
· / 5
Average rating 5 criteria
＄ Dividendes attendus ▾
·
12-Month Estimate
01
Add a position
📥 Have you analyzed a file? Import your securities from the CSV analysis
02
My Positions
| Action | Quantity | PRU | Current price | Value | +/- value | +/- % | Poids | Target / Stop | |
|---|---|---|---|---|---|---|---|---|---|
💼 Loading... | |||||||||
| Total | · | · | · | 100% | |||||
03
Répartition & diversification
🏭 By sector
🌍 Par pays
📊 Investment vs current value
💱 Par devise
🌐
04
Performance over time
Loading history...
⚠️
Investlytic n'est pas votre courtier : ce portefeuille est un suivi personnel à titre informatif. Les cours proviennent de sources de marché et peuvent être différés. Ceci ne constitue en aucun cas un conseil en investissement.