Manage your portfolio in Google Finance

You can now build and track your investments with custom portfolios in Google Finance. You can also monitor your portfolio performance and gain AI-driven market insights.

Important: Your portfolio data is kept private. Google does not retain any files or images you upload. You have full control to edit or delete your portfolio data at any time.

Create your portfolio

You can create a new portfolio in many ways in Google Finance.

1. At the left panel, go to Portfolio .
2. You can also select Create a portfolio in the Research panel.

• Select in the Ask anything bar and tell what you own to create a portfolio. For example:
  • “Create a new portfolio and add 50 shares of GOOG and 100 shares of SPY.”
• Select Upload File to upload a picture or spreadsheet and create a new portfolio.
• Type into the Ask anything bar to create.

Edit holdings & update details

1. Go to the portfolio you want to edit, select Edit Edit investments at the top right of your screen.
2. In the portfolio table, select the field you want to change:
   • Number of shares
   • Purchase date
   • Purchase price
3. Enter your updated numbers and select Save.
4. You can add a new holding or a new purchase, delete a holding or record a sale manually to your portfolio.
   • To add a new holding: Select + Add holding.
   • To add a new purchase: Select + Add another purchase.
     Tip: If you purchase shares of the same holding at different times or prices, track them as individual Tax lots for precise capital gains calculations. Select the holding in your portfolio table, open Tax lots, and review or edit each batch’s purchase date, quantity, and cost basis.
   • To delete a holding: Go to the holding you want to delete, select Delete.
   • To record a sale: Go to the holding you want update, select Record a sale.
5. You can also tell the Research panel to update your portfolio. For example:
   • “Remove 50 shares of SPY from my portfolio, add 50 shares of GOOG and adjust my purchase prices.”
   • “And a new purchase of 50 shares of GOOG purchased on Oct 1.”

Important: If an investment record is incomplete, such as a missing purchase price or date, a "Missing info" appears next to the holding. Select select the Add info button to add the required information so that Google Finance can calculate your total returns, daily gains, and portfolio performance accurately.

Track your portfolio

You can monitor your portfolio activity such as cash inflows, outflows, and asset movements chronologically in the Transaction tab.

1. Open your portfolio.
2. Select the Transactions tab at the top of the portfolio view.
3. Review your complete transaction history, including:
   • Buys: Share purchases and purchase dates.
   • Sells: Executed trades, proceeds, and realized returns.

Customize your portfolio view

You can reorganize how your portfolio data is displayed at any time:

• Select any column header such as Symbols, Price, Quantity, Daily change, Total gain/loss to sort the table by that attribute.
• Select or to adjust your view.

Understand your investments

1. Open Google Finance.
2. At the top left, go to Portfolio.
3. Select the portfolio you want to track.
4. Go to the Insights tab.
   • Asset allocation: Understand how your money is distributed across sectors and indices.
   • Concentration risk: Review automated summaries to identify if too much of your portfolio is in a single area.
   • Performance heatmaps: Spot investments driving your biggest gains or losses.

Related resources

• Report a problem with Google Finance
• Use AI-powered Google Finance in Search