The ClearCheckbook Investment Portfolio is a great way to track your various stocks, bonds, mutual funds and other traded investments. Simply enter your investment information and we keep track of daily and overall gains. You can also quickly see the total amount of money you have invested at any time.
When you add a new investment, you tell us when you purchased the investment, the number of shares, the cost per share and any commission. We'll track the Cost Basis and how much value the investment currently has to give you an overall idea of how you're doing with the investment.
If you decide to sell an entire investment or just some of the shares, you can do that as well. Just enter a new transaction with the number of shares you're selling and at what price and we'll adjust your portfolio as necessary.
The Investment Portfolio also has a gadget for the ClearCheckbook Dashboard so you can quickly see how your investments are doing. If you have the Net Worth gadget installed, your investments will be applied to your Net Worth as well.
Some of our features:
Track your monthly bills. Find out when you last paid your bill and for how much.
Payoff your debts and loans faster with our Debt Snowball calculator.
Do you have something you want to save up for? Use our Save-Up Tracker to enter your goals and we'll help keep track of your progress.
Keep track of your investments with our Investment Portfolio. Track stocks, bonds, mutual funds and any other investment that has a ticker.
View all of your spending and saving data in several report formats including line, bar, pie and text reports.
Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions.
Watch the ClearCheckbook Tour: