Portfolio Tracker
Cost basis, unrealised PnL and allocation in one view
Cost basis is what you paid; value is what it is worth now. Unrealised PnL is the difference, and return on cost normalises it so positions of different sizes can be compared.
Allocation matters more than any single position. A portfolio where one holding is 70% of value is a bet on that holding, whatever the count says.
Nothing here is realised until a position is closed, and taxes generally apply at disposal rather than at the mark — keep records of every acquisition date as well as the price.
Related Tools
📚 Must Reads
Financial Literacy Basics
Key Concepts
Data Sources & Citations
Reading the number
Enter values to see a practical interpretation.
The tool uses only the inputs you set, with the formula published below.
Fees, taxes, provider rules and market movement can shift the outcome.
Concepts connected to this tool
Was this calculator useful?
RELATED WORKFLOW
Using the tracker for a monthly portfolio review
The portfolio tracker turns a scattered set of holdings into one allocation view you can actually act on. Enter each position with its symbol, unit count and average cost, then set a target weight for every asset class you care about. The tracker totals current value across positions, compares each slice of the portfolio against the target you set, and flags where you have drifted more than five percentage points in either direction.
A useful routine is a once-a-month review: update unit counts for any buys or sells, adjust price inputs to current market levels, and read the drift column top to bottom. The largest positive drift tells you which asset has run ahead of your plan, while the largest negative drift shows where new contributions would restore balance with the fewest trades. Because everything is calculated in your browser, the position list never leaves your device, so you can keep the tab open while you place orders in another window and reconcile afterwards.
Drift alone does not force a trade. Weigh transaction costs, tax consequences in taxable accounts, and any investment minimums before rebalancing. For most long-horizon investors, correcting drift only when it exceeds five to ten percentage points keeps trading costs low without letting one asset class dominate the portfolio.
Explore the network
Frequently Asked Questions
Do you custody or store crypto?
No. dangcash is an editorial comparison site - we never hold funds, keys or accounts. Any transaction happens directly with the exchange you choose.
How are exchanges ranked?
Rankings weigh published fee schedules, security disclosures, regional availability and how recently the listing was verified against the provider's own page.
Are the listed exchanges safe to use?
No exchange is risk-free. Check licensing, proof-of-reserves disclosures and withdrawal history on the provider's site before depositing.
How does dangcash make money?
Some links are affiliate links, so we may earn a commission at no extra cost to you. Commissions never influence rankings, scores or editorial conclusions.