Create & manage portfolios with Google Finance

Track and understand the performance of your investments with Portfolios in Google Finance. See your overall investment’s value, compare your performance to other stocks and indexes, and see analytics and news stories about your investments.

Create a portfolio

Custom portfolios let you manage and track your personal investment value over time.

Create a portfolio

1. Go to google.com/finance.
2. On the right, click New portfolio.
3. Enter a portfolio name.
4. Click Done.
5. To add investments, click Add investments.

Turn a current custom watchlist into a portfolio

1. Go to google.com/finance.
2. Select a watchlist from the list on the Google Finance homepage.
3. At the top right, click More .
4. Choose View as portfolio.

Rename or delete a portfolio

1. Go to google.com/finance.
2. Under “Your portfolios,” select the portfolio you want to rename or delete.
3. At the top right, click More .
4. Choose Rename or Delete.

Manage portfolio settings

You can update your settings to help you monitor your stock prices or update the currency on your portfolio.

View portfolio as a watchlist

1. Go to google.com/finance.
2. On the right, under “Your portfolios,” select a portfolio.
3. At the top right, above "Portfolio highlights,” click More View as Watchlist.

Tip: Your portfolio value is not deleted when you view it as a watchlist. You can view it as a portfolio to review your investment value anytime.

Change portfolio currency

Important: You can change the currency your portfolio uses. For example, if you change your portfolio from US Dollars to EU Euros, the value of your portfolio and holdings will be automatically converted to EU Euros.

1. Go to google.com/finance.
2. On the right, under “Your portfolios,” select a portfolio.
3. At the top right, above "Portfolio highlights" click More Update currency.
4. Select the currency you want to view your portfolio value in.

Manage holdings in your portfolio

Add shares of a stock, mutual fund, or cryptocurrency to your portfolio

1. Click Add investments.
2. Enter the stock, mutual fund, or cryptocurrency you want to add, and select the correct option that appears as you type.
3. Enter the:
   • Number of shares
   • Date you purchased the shares
   • Purchase price of the investment at the time you purchased the shares
4. If you purchased shares of the stock on different dates, click More purchases of [X]. Enter the information.
5. Once you enter all shares, click Save, or select Save & add another to add more investments to the portfolio.

Add an index

1. Go to google.com/finance.
2. On the right, under “Your portfolios,” select a portfolio.
3. Click Investment. If you don’t have investments, click Add investment.
4. Search for and select the index you wish to add.
5. Click Done.

Tip: The index doesn't contribute to your portfolio returns.

Remove an investment

1. Go to google.com/finance.
2. On the right, under “Your portfolios,” select a portfolio.
3. Point to the line of the investment you want to delete.
4. Click More   Delete.
5. Confirm Delete.

Understand portfolio performance

See your portfolio balance over time

Your portfolio's value is calculated in realtime. The chart underneath your portfolio value shows the changes in your portfolio's balance over time.

1. Go to google.com/finance.
2. On the right, under “Your portfolios,” select a portfolio.
3. Under your portfolio name, your portfolio value is displayed. A chart below displays your portfolio balance over time.
4. Select 1M, 6M, YTD, or other options to see your portfolio's balance over different time periods.

Browse news related to a portfolio

1. Go to google.com/finance.
2. On the right, under “Your portfolios,” select a portfolio.
3. Scroll to “Your portfolio in the news.”

View portfolio returns

Your returns are calculated over the previous trading day (“1 Day”) and since inception (“Total”). Total returns are calculated as the difference between current value and reported cost basis (the amount you enter in “purchase price” when adding investments).

1. Go to google.com/finance.
2. On the right, under “Your portfolios,” select a portfolio.
3. At the top right, in “Portfolio highlights,” you can find your “1 Day” and “Total” returns.

View portfolio highlights

1. Go to google.com/finance.
2. On the right, under “Your portfolios,” select a portfolio.
3. At the top right, in “Portfolio highlights,” you can find the allocation of your portfolio across a variety of metrics.

Compare portfolio to other assets

Portfolio comparisons use time-weighted rate of return. This adjusts for cash inflows and outflows to give you a more representative comparison against benchmarks.

1. Go to google.com/finance.
2. On the right, under “Your portfolios,” select a portfolio.
3. Under the chart, select a suggested comparison or click Compare to to search for a specific asset.