While looking at my stock portfolio I noticed that it becomes quite time consuming to look up every stock to see how well they are doing. Are they weakening, getting stronger or remaining stable? I created a simple tool that allows users to upload their portfolios from Fidelity, Etrade and Schwab. It may work with other brokerage also but they have not been tested. All of these brokerages allow exporting the portfolio via .csv file. Once this file is generated, head over to https://techfinology.us/portfolio-tracker/

Simply select the .csv file to upload and the website does the rest. It is advisable for your safety to remove any columns that contain account numbers. The script strips out this data if it is included.

Once uploaded, you are free to hide any columns you don’t want and can be minimized afterwards. While doing this, the 3 year financial data for each of your stock positions is being downloaded and value such as “growing, weakening or stable” is being calculated.

Once done loading all of the data, you can go to the save icon in the upper right to save. The portfolio is saved locally to your browsers local storage and not on a database. No usernames or login required.

The data is 3 years of annual data. When the majority of values are headed upwards then the indicator for that value will show growth. If a majority of these values are headed upwards, then it will show growth or strengthening and visa versa it will show weakening.

If you are like me and you like to hold stocks for several years and not jump in and out quarter to quarter, this may be useful to you. Rather than looking at quarterly earning, analyst recommendations which tend to be short term in nature this adds something that is lacking on most portfolio pages. Feel free to try it out and offer any suggestions or comments.