Is this portfolio tracker free?

Yes. Track holdings, cost basis, live prices, allocation, and P&L with no signup and no subscription. Data stays in your browser via local storage.

Does Swift Penguin see my stock holdings?

No. Positions are saved only on your device. Sharing uses a file or copy-paste code you control — we don’t host your portfolio in the cloud.

How do I share my portfolio with a friend?

Open Share / import, copy the share code or download the JSON file, and send it. They paste or upload it on the same page, choose Merge or Replace, then hit Refresh for live prices.

What’s the difference between Merge and Replace on import?

Merge averages duplicate tickers into existing lots and adds new symbols. Replace clears your current local list and loads only the imported positions.

Can I import a CSV from a spreadsheet?

Yes. Use columns like Symbol, Shares, and Cost Basis (Current Price and Name optional). You can also export CSV from this tracker for Excel/Google Sheets backups.

How do live prices work?

When you add a ticker we fetch a live quote. Open positions refresh about every 30 seconds (or hit Refresh). After an import, Refresh updates marks to the latest quotes.

Will clearing my browser delete my portfolio?

Yes — local storage is wiped with site data. Export JSON or CSV (or copy a share code) before clearing cookies/storage or switching devices.

All tools

Portfolio Tracker

Free stock portfolio tracker with live prices, allocation charts, day P&L, and shareable import/export (JSON + CSV). No signup — data stays in your browser.

Add tickers, pull live quotes, and watch allocation, day P&L, and total return update in your browser. Share a JSON code or CSV so friends can import the same book — privacy-first, no signup.

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Free portfolio tracker with live prices — and shareable import/export

Most portfolio apps force an account before you can list AAPL and SPY. This free portfolio tracker keeps holdings in your browser, pulls live quotes, shows allocation and day P&L, and lets you share a JSON code or CSV so someone else can import the same book on their device. No cloud login. No “sync our servers” pitch.

What you can do

Live tracking: Quotes refresh about every 30 seconds with a manual Refresh button for an instant update.
Allocation & P&L: Pie chart, weight bars, unrealized gain/loss, return %, and today’s dollar move.
Share code / JSON: Copy a portable share payload or download a .json file to send via chat, email, or Discord.
Import JSON or CSV: Paste a friend’s code or upload a file. Merge averages duplicate tickers; Replace swaps your whole list.
Spreadsheet CSV: Export for Excel/Google Sheets tax prep and backups — and re-import CSVs that include Symbol and Shares.

How to share a stock portfolio (without an account)

Build your holdings (or import an existing CSV/JSON).
Open Share / import.
Click Copy share code or Download JSON.
Send that code/file to a friend.
They paste or upload it here, pick Merge or Replace, hit Import, then Refresh for live marks.

Sharing only exchanges the data you choose to send. Swift Penguin never stores the shared file on a user account — the handoff is peer-to-peer via whatever channel you use.

How to use this stock portfolio tracker day to day

Enter a symbol and shares (avg cost optional — blank uses the live price).
Click Add. Duplicate tickers average into the existing lot.
Watch the snapshot, allocation, and day P&L update with live quotes.
Edit shares or cost basis anytime; hit Refresh for fresh prices.
Export JSON/CSV before clearing browser data or switching devices.

Portfolio tracking tips

Cost basis matters for honest performance and tax prep — include all lots if you averaged down. Use share/import to compare a model portfolio with a friend without giving them brokerage login access. Practice trade ideas separately in the stock market simulator so paper experiments don’t clutter your real holdings list. Measure multi-year results with the investment return calculator, and research a name on live stock lookup before you size up.

Why privacy-first tracking?

Your holdings are sensitive. Cloud trackers can leak data in breaches, upsell products, or profile your wealth. Local storage isn’t perfect (device loss, browser clears), but paired with JSON/CSV export it’s a strong default for simple monitoring — especially if your brokerage remains the system of record. Share only with people you trust; a share code reveals positions and cost basis.

Free forever, no account wall

There is no trial, email gate, or “upgrade to sync.” If you need the same list on another laptop, export JSON and import it there. That’s the point: a lightweight stock portfolio tracker you can actually use — and share — without signing up.

Frequently asked questions

Related free trading tools

Explore more free calculators and simulators on Swift Penguin: stock market simulator, stock screener, market heatmap, economic calendar, earnings calendar, compare stocks, stock watchlist, dividend calendar, live stock lookup, position size calculator, risk reward calculator, compound growth projector, dividend & DRIP calculator, options profit calculator, dollar cost averaging calculator, average cost calculator, stock profit calculator, investment return calculator, capital gains tax calculator, retirement & FIRE calculator, inflation calculator, stop-loss calculator, Trading 212 portfolio charts, crypto prices & charts, crypto markets, crypto profit calculator, crypto DCA calculator, crypto position size, and crypto converter. Browse all free stock trading tools.

Educational tool only — not financial, tax, or investment advice. Verify figures with your broker and tax professional. Shared codes include position details; treat them like sensitive data.

Related guides

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How to Track Your Stock Portfolio (Without Losing the Plot)

Cost basis, P&L, and a simple tracking habit that stays honest — including why privacy-first trackers still matter.

Set up a clean holdings list, track cost basis correctly, measure performance without lying to yourself, and keep a backup so browser clears don’t erase your history.

PortfolioAnalysis

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