Your holdings, set out plainly.
Upload the holdings export from your broker. PortfolioHQ returns a considered account of value, performance and concentration, with no spreadsheets to maintain.
Complimentary at present. No payment details required.
| Holding | Market value | Weight |
|---|---|---|
| VTIVanguard Total Stock Market ETF | $1,874,250 | 15.8% |
| MSFTMicrosoft Corp. | $1,760,200 | 14.9% |
| AAPLApple Inc. | $1,603,800 | 13.5% |
| BRK.BBerkshire Hathaway Inc. | $1,092,440 | 9.2% |
| GOOGLAlphabet Inc. | $894,720 | 7.5% |
| Other holdings (7) | $4,625,750 | 39.0% |
| Current value | $11,851,160 | 100% |
A private view of what you own.
Holdings tend to live in broker exports and spreadsheets that take effort to read. PortfolioHQ reads the file you already have and sets out the position plainly.
Value
Total invested against current value, with overall gain or loss in dollars and percent.
Concentration
Allocation by sector and your largest positions by value, so exposure is visible rather than inferred.
Result
Gain or loss on every holding, set out in a single table you can sort and search.
Two steps. No formulas.
Nothing to install and no spreadsheet to maintain.
Export and upload
Download your holdings from your broker as .xlsx or .csv and upload the file. Column headings are recognised flexibly. Only a symbol and a quantity are required.
Read your report
Value, gain or loss, sector allocation and your largest positions, calculated from your file and ready to review.
- Current value
- $11,851,160
- Total invested
- $10,529,600
- Unrealised gain
- +12.6%
Allocation by sector
Largest positions
What the report contains
- Portfolio summary
- Total invested, current value and overall gain or loss.
- Holdings table
- Every position with quantity, buy price, current price and its own result.
- Sector allocation
- How your value is spread, so concentration is clear at a glance.
- Largest positions
- Your holdings ranked by current value.
- Private notes
- Record observations in a rich-text editor. Notes stay private unless you choose to publish them.
Built to ask for as little as possible.
The report needs a list of holdings. It does not need access to your accounts.
No brokerage log-ins
You upload a file you export yourself. PortfolioHQ never connects to your accounts.
Only what the report needs
A symbol and a quantity for each holding. Account numbers are not required.
Passwords hashed with bcrypt
Your password is never stored in readable form.
Sessions in httpOnly cookies
Session tokens cannot be read by scripts running in the page.
Delete whenever you choose
Remove a portfolio from your account at any time.
No payment details
An account needs a name, an email address and a password. Nothing more.
A reporting tool, not an adviser. PortfolioHQ does not give advice, make recommendations, place trades or hold assets.
Complimentary access, for now.
PortfolioHQ is currently offered without charge, and opening an account requires no payment details.
- Portfolio summary and full holdings table
- Sector allocation and largest positions
- .xlsx and .csv uploads
- Private notes
No payment details required.
Questions
What does PortfolioHQ do?
It turns the holdings export from your broker into a clear report: total invested, current value, overall gain or loss, allocation by sector, your largest positions and the result on every holding. You can also keep notes on what you find.
Which files and brokers work?
Any broker that exports holdings as .xlsx or .csv. Column headings are matched flexibly, so “Symbol” or “Ticker” and “Quantity” or “Shares” are all recognised. Only a symbol and a quantity are required.
Where do current prices come from?
From the file you upload. PortfolioHQ reads the current-price column in your export and reports on it, so your figures reflect the prices in that file. There is no live market data feed — to bring the report up to date, upload a fresh export from your broker.
What does it cost?
PortfolioHQ is complimentary at present and opening an account requires no payment details.
How is my data handled?
Passwords are hashed with bcrypt and sessions are held in httpOnly cookies that page scripts cannot read. We never ask for brokerage log-ins, and you can delete a portfolio at any time. This site loads Google Tag Manager for basic analytics, which collects ordinary web-usage data; your holdings are not sent to it.
Is any of this financial advice?
No. PortfolioHQ reports on the holdings you provide. It does not give advice, make recommendations or place trades.