Portle guides
How each number is calculated, and what it needs.
Read how Portle calculates returns, currency effects, tax if you sold, and timing, and how to bring in the records those calculations need.
Was selling that stock the right call?
Check a past sale by comparing what the shares would be worth today, splits and dividends included, with the cash you received and with putting that cash in the market.
7 min readContribution timing reviewDid the timing of my deposits help or hurt?
Measure how much the dates you added and withdrew money changed your account, by comparing it with spreading the same net amount evenly over the same period.
7 min readMonthly return calculationWhat 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.
10 min readCurrency 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.
10 min readUS 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.
10 min readUK share sale tax estimateUK shares: if I sell today, how much will I keep after tax?
Estimate a UK taxable-account share sale using the Section 104 pool, same-day and 30-day matching rules, annual losses, the £3,000 annual exempt amount, and the 18% and 24% CGT bands.
10 min readCanada share sale tax estimateCanadian shares: if I sell today, how much will I keep after tax?
Estimate a Canadian non-registered share sale using proceeds, average adjusted cost base, selling expenses, the current 50% inclusion rate, capital losses, provincial tax, and superficial-loss rules.
10 min readAustralia share sale tax estimateAustralian shares: if I sell today, how much will I keep after tax?
Estimate an Australian personal-investor share sale using capital proceeds, cost base, parcel records, capital losses, the 12-month 50% CGT discount, marginal tax, and foreign-currency conversion.
10 min readKorea share sale tax estimateKorean residents: if I sell overseas shares today, how much will I keep after tax?
Estimate a Korean resident’s overseas share sale using won-converted proceeds and cost, selling fees, settlement-date tax years, annual netting of gains and losses, the ₩2.5 million basic deduction, and the 22% combined rate.
10 min readJapan share sale tax estimateJapanese residents: if I sell shares today, how much will I keep after tax?
Estimate a Japanese resident’s listed share sale using account type, average acquisition cost, selling fees, settlement-date tax years, netting across brokers, three-year loss carryforward, and the 20.315% rate.
10 min readGoogle Sheets ledgerTrack your stock portfolio in Google Sheets
Track a stock portfolio in Google Sheets by recording each trade as a row and calculating from those rows. Portle keeps that ledger as a Google Sheet in your own Drive and shows the results on your phone, without linking a brokerage account.
9 min readSetup checklistSet tax residence and currency before reviewing returns
Choose your tax residence and reporting currency before reviewing gains, cash, and tax estimates.
4 min readAudit workflowAudit duplicate and missing trades in 10 minutes
Find duplicate and missing trades by checking each holding against your broker, then trace any difference through quantity, cash, and prices before you read the totals.
5 min readRules checklistUse portfolio rules to review a long-term plan
Turn a broad investment plan into measurable thresholds for cash, position size, target weights, and drawdown reviews.
8 min readAutomationConnect a broker API to your Google Sheet
Use a broker API to append transactions to your ledger. Check authentication, history limits, stable row IDs, and cash movements before automating the import.
7 min read