Stockworm gives you the right tools to manage your portfolios

Stockworm portfolio management provides the features needed to measure the success of your investing strategy over time:

• You can buy or sell stocks, and add or delete cash from the portfolio.
• You can track stock and cash dividends within your portfolio.
• The full history of each portfolio is maintained so that gains and/or losses from each transaction can be tracked.
• Historical plots and tables of overall portfolio performance are available in the performance view.
• The performance plots and tables can be augmented with performance figures from multiple market indicators and individual stocks.
• Report cards of all of your current holdings can be accessed with a single click so that you can perform ongoing analysis of your holdings.

Portfolio home page

The portfolio home page provides a quick summary of all portfolios within your Stockworm account:

The portfolio home table contains the following items:

column name	description
portfolio	name of the portfolio
date	closing value of the portfolio as of the given date (determined by the date span)
$ gain	dollar gain between the current value and the previous date
% gain	percent gain between the current value and the previous date
last close	previous closing value of the portfolio
$ gain	dollar gain between the current value and the last close
% gain	percent gain between the current value and the last close
current	current value of the portfolio

Portfolio views

Individual portfolios can be loaded into one of four views:

A sample summary view is shown below:

Navigation between these views is as simple as clinking on the link for the view of interest.