Tracking your portfolio
Track the companies you hold, see how they’re performing, and use Pulse AI to understand what may be driving recent share movements - all in one place.
Why use the Portfolio Tracker
Checking each of your holdings separately across different company pages can quickly become time-consuming.
The Portfolio Tracker brings your positions into one view, showing their current value, performance across different timeframes, and AI-generated summaries of recent share movements.
What the Portfolio Tracker shows
At the top of the page, use the portfolio dropdown to switch between portfolios if you have more than one.
The overview cards show:
- Portfolio value
- Total return
- 1-day performance
- 7-day performance
- 30-day performance
- Realised P&L
- Number of positions
The holdings table shows each company’s:
- Name, ticker, and exchange
- Number of shares held and average cost
- Current share price
- Current value
- Overall return
- Performance across 1 day, 7 days, and 30 days
- AI-generated summary of recent share movements
Use the 1D, 7D, and 30D buttons above the table to change the timeframe used for the summaries.
Click Refresh summaries to generate or update the summaries shown for your holdings.
Adding a holding
- Click Add holding in the top-right corner.
- Search for the company you want to add.
- Select the company.
- Click Add.
The company will appear in your holdings table. Until you record a transaction, it will show as having no position.
[Screenshot placeholder — Add holding window]
Viewing a holding in more detail
Click a company in the holdings table to open its holding details.
The Overview tab shows:
- Shares held
- Average cost
- Market value
- Total cost
- Unrealised P&L
- Portfolio weight
- Current share price
- Performance across 1 day, 7 days, and 30 days
- Realised P&L
You can also generate or refresh an AI summary for that individual holding and switch between the 1D, 7D, and 30D timeframes.
Select View company to open the company’s full profile on Pulse.
[Screenshot placeholder — Individual holding overview]
Recording and viewing transactions
Open a holding and select the Transactions tab.
From here, you can view any transactions already recorded against that company or click Add transaction to add a new one.
When adding a transaction:
- Choose Buy, Sell, or Adjustment.
- Enter the quantity.
- Enter the price per share.
- Select the trade date.
- Add the total fee, if applicable.
- Choose the transaction currency.
- Add a note, if needed.
- Check the New position shown at the bottom of the form.
- Click Save.
Once transactions have been added, the Portfolio Tracker uses them to calculate figures such as shares held, average cost, market value, realised P&L, and unrealised P&L.
[Screenshot placeholder — Add transaction form]
Using Pulse AI with your portfolio
Click the Pulse AI sparkle icon in the Portfolio Tracker header to add the selected portfolio to Pulse AI.
You can then ask questions about the portfolio in plain language, with the portfolio’s context already available in the chat.
You can also select individual holdings using the checkboxes in the table before sending them to Pulse AI.
Managing your portfolio
Click the settings icon beside the portfolio dropdown to manage the selected portfolio.
From here, you can:
- Rename the portfolio
- Change its base currency
- Delete the portfolio
Use the portfolio dropdown to move between portfolios. Only one portfolio can currently be viewed at a time.
Also on this page
Click Export to download your portfolio data.
Use Add tx on a holding’s row to record a new transaction directly against that company.
Next steps
To ask questions about your holdings in plain language:
→ Read: [Using Pulse AI]