Check your own investing rules
Set target weights, cash minimums, or leverage limits. The Home screen checks those rules against your ledger and shows the result. Portle reports the numbers but does not give investment advice.
A portfolio calculator for individual investors
Your portfolio, calculated.
Returns, drawdown, dividends, tax if you sold, and whether your timing helped. Bring in broker screenshots or files, and Portle does the math.
Portle is not a broker and does not provide investment or tax advice. Your records stay on this device or in your Google Drive.
What Portle calculates from your records.
Every number comes from the transactions in your ledger and delayed market prices. Most calculations are free. Factor analysis and value chain exposure need Portle Pro.
Timing reviews
See how much the dates you sold, bought, deposited, and withdrew changed your result.
Sell timing review
Compares what the shares you sold would be worth today with the cash you received.
Buy timing review
Compares your purchases with spreading the same money evenly over the same period.
Contribution timing review
Compares your deposits and withdrawals with spreading the same amount evenly over the same period.
Returns and gains
- Performance against a benchmark
- Account value at the latest prices
- Change since yesterday’s close
- Unrealized and realized gains
- Investment gain for any period, dividends included
- Worst drawdown and whether it recovered
Allocation and currency
- Allocation by holding, sector, and currency
- Gain or loss from exchange-rate moves
- US dollar rate for your tax country
Dividends and cash
- Lifetime dividends, before and after tax
- Last 12 months of dividends and yield on cost
- Expected dividends for the next year, after tax
- Cash left in the account
Tax estimates
For the United States, Korea, Japan, Canada, Australia, and the United Kingdom.
- Tax if you sold today
- Losses you could realize to offset gains
- Lots about to qualify for long-term rates, in the United States and Australia
- Monthly income if you sold and kept the proceeds on deposit, after tax and inflation
Factors and value chainPro
Every user gets 30 days of Portle Pro at no cost.
- Momentum: 12-month return, excluding the latest month
- Volatility: annualized daily volatility over the past year
- Beta: how the portfolio moves with your benchmark
- Size: weighted market cap
- Value: portfolio price-to-book ratio
- Quality: weighted return on equity
- Value chain: buyer and supplier links among your holdings
Tax residence
Review estimates based on where you pay tax.
Choose your tax residence in Settings. Portle adjusts the reporting currency and available tax estimates for the United States, Korea, Japan, Canada, Australia, or the United Kingdom. Other countries still receive the general portfolio and ledger views.
United StatesKoreaCanadaJapanAustraliaUnited KingdomOther
Rules and checks
Hold the results up to your rules and the past.
Review similar periods from the past
Portle finds past market periods that resemble today, then shows what the market and your portfolio did next. These are historical comparisons, not forecasts.
Review entries that may need attention
Portle flags possible duplicates, missing dividends or splits, and differences from your broker balance. It explains each finding and leaves every change to you.
Bring in trades from screenshots or files
Share broker screenshots, CSV files, or Excel files. Portle reads the transactions and lets you confirm the rows before anything is saved.
Your records
The ledger is only the input.
The calculations need your buys, sells, dividends, fees, and cash transfers. Portle keeps them as a ledger on this device without signing in, or as a Google Sheet in your Google Drive if you prefer.
Every result can be traced back to the transactions it came from.
Calculate first. Keep the useful records.
Use five browser-only tools for average cost, another purchase, recurring contributions, dividends, and a target amount.
Guides
Learn what each number means.
See how Portle calculates returns, currency effects, and tax if you sold, and how to bring in the records those numbers need.
Monthly return calculation
See all guidesWhat was my actual investment return last month?
Reconcile last month's investment result using opening and closing value, deposits, withdrawals, dividends, fees, realized gains, and unrealized gains without mistaking new money for performance.
Currency return attributionHow much of my investment return came from currency?
Separate the return of a foreign asset from the return of its currency, quantify their interaction, and explain why the gain shown in your home currency differs from the stock chart.
US stock sale tax estimateIf I sell this stock today, how much will I keep after tax?
Estimate a US taxable-account stock sale from proceeds, adjusted cost basis, tax lots, holding period, year-to-date gains and losses, wash sales, NIIT, and state tax.
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