A portfolio tracks what you hold, what it cost and how it has done. A watchlist is a portfolio with no holdings: the same page, used to watch prices. Both are on every plan, Free included.

## Create a portfolio

Open [Portfolios](/portfolios) and click **New portfolio** (a **+** button once you have one). Give it a name, such as Main or IRA, pick the currency its totals are reported in, and click **Create**.

- Up to 10 portfolios per account.
- Up to 200 lots per portfolio, open and closed together, and 200 watched instruments.
- Names must be unique within your account.
- The currency can be USD, EUR, GBP, CHF, DKK, NOK, SEK, CNY or HKD; change it later under **Name and currency**.

## Add holdings

**Add holding** opens a dialog with three tabs:

- **Stock**: the stock, **Bought** or **Sold short**, shares, price per share in the stock's trading currency (London prices in pounds, not pence), date and an optional note. A stock on another exchange appears in the list as its exchange code and ticker, such as `XPAR:AIR` for Airbus in Paris. For a stock in another currency than the portfolio's, you can add the exchange rate from your broker's confirmation; leave it empty to use the official rate on that date.
- **Option**: find the contract, then **Bought** or **Sold (wrote)**, contracts, premium per share, date opened and an optional note. The contract finder shows bid and ask 15 minutes delayed on Plus and in real time on Pro.
- **Watch**: follow a stock or option contract without holding it.

Expand a holding to see its lots; each lot has **Edit**, **Close** and remove buttons. **Close** records the closing price, date and quantity; closing part of a lot keeps the rest at its original cost. Removing a lot deletes it, while closing it keeps its realized result.

## How it is valued

- Each holding is valued in the currency it trades in. Totals are in the portfolio's currency: cost converts at the rate on the purchase date (or your broker's rate), value at the latest official rate, and the page names that rate and its date.
- A holding with no official rate into the portfolio's currency is named and left out of the totals rather than converted at a guessed rate.
- A stock on another exchange is valued at its latest closing price, never a live quote.
- The value history and dividends are in the portfolio's currency: each day's closing value converts at that day's official rate, a dividend received at the rate on its ex-date, and a forecast dividend at today's. Outside US dollars the return includes currency moves, and the S&P 500 comparison is restated the same way.
- A day with no official rate is skipped and a dividend with none is left out and counted; neither is converted at another day's rate.
- Dividend amounts per share stay in the currency the stock pays in.
- Stocks use the settled daily close, replaced by a live quote when that quote is from a newer trading session.
- Options use the contract's daily close. Expired contracts are not priced.
- Quantities and costs stay exactly as you entered them and are never restated for a stock split.
- The summary shows portfolio value, total return (price, realized and dividends), time-weighted return, cost basis, unrealized and realized gains, and dividends received.

## Watch without holding

- Watched instruments show a price but are never added to the portfolio's value.
- On a US stock page, the **Watch** button adds or removes the stock in any portfolio you own.
- Watching alone sends no email. Turn on alerts below.

## Alerts

**Get alerts**, available to the portfolio's creator, emails you about every company in the portfolio, including ones you add later:

- **New SEC filings**: when a company in the portfolio files.
- **Upcoming earnings**: once, when a scheduled earnings call is less than 24 hours away.

See [Email alerts](/docs/alerts) for delivery and how to manage them.

## Analyze, export and share

- **Analyze in screener** opens the [stock screener](/docs/screener) with the US stocks you hold and watch, so you can compare them on any metric.
- **Download CSV**, in the **⋮** menu, exports the portfolio's lots. Watched instruments are not included.
- In an [organization](/docs/organizations#share-a-portfolio), **Share with organization** makes a portfolio viewable or editable by your colleagues. Only its creator can rename, delete or reshare it.

## From your AI or code

The same portfolios are available through the [portfolio MCP tools](/docs/mcp/tools/portfolio), so you can ask your assistant to log a trade or report P&L, and through the [portfolio REST endpoints](/docs/api/endpoints/portfolios).