Investment Portfolio

Track Your Investments with our Investment Portfolio

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.

Screenshots:

Investment Portfolio - Add Investment
Add Investment
Investment Portfolio - Investment List
Investment List
Investment Portfolio - Transactions
Transactions


Some of our features:

Bill Tracker
Bill Tracker
Track your monthly bills. Find out when you last paid your bill and for how much.
Budget Calculator
Budget Calculator
Set up budgets and see how much you spend toward them each month.
Reminders / Recurring Transactions
Reminders / Recurring Transactions
Create reminders and recurring transactions so you never forget to pay a bill again.
Debt Snowball Calculator
Debt Snowball
Payoff your debts and loans faster with our Debt Snowball calculator.
Save-Up Tracker
Save-Up Tracker
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.
Investment Portfolio
Investment Portfolio
Keep track of your investments with our Investment Portfolio. Track stocks, bonds, mutual funds and any other investment that has a ticker.
Spending Reports
Spending Reports
View all of your spending and saving data in several report formats including line, bar, pie and text reports.
Import Transactions
Import Transactions
Import CSV, OFX, QFX and QIF files so you don't have to manually add your old transactions.
Transaction Register
Transaction Register
Easily view all your transactions in our register.
Financial Tools
More Financial Tools
We have many other tools that will help you manage your money.

Watch the ClearCheckbook Tour:

Contact ClearCheckbook

If you have a question about the site, please check the Support Forums, Tutorials and Help section to see if it's already answered there.

Your message has been sent.

Thank you for reaching out to us. We work hard to respond as quickly as possible to our emails. You'll receive a response soon.