[OSV Tour 13] The OSV Stock Portfolio Tracker Feature is Here

A visitor favorite is the free stock portfolio tracking spreadsheet using Google Sheets. For 90% of people, it covers most of what you need.

OSV Online app now has its own portfolio feature.

It’s finally here.

Well, very soon.

It’s now easy to monitor and track your portfolio or watchlist with the variety of reports we offer and the option to create your own custom report views.

Here’s a quick 20s clip of what I mean.

For another short version, here’s a 3 min high level overview where I talk about the portfolio feature operates.

Should be obvious to use. If not, we’ve done a bad job.

For those who don’t like watching videos, continue on.

The following screenshots contain stocks from the INVEST1000 case study.

Overview of the Stock Portfolio Feature

The layout should be familiar. Same as the Stock Database and stock screener.

Stock Portfolio Main Screen

To add stocks or edit transactions, this is how you do it.

Stock portfolio add stocks and transactions 

Adding or Editing Transactions

The easiest way is to upload a simple CSV file.

This animated gif shows

1. a file being imported
2. the incorrect date format is selected causing an error
3. selecting the correct date format and adding the transactions to a new portfolio

Importing stock portfolio transactions

Here’s a description of the components in the transactions view.

Stock portfolio transactions view

Performance Charts Based on Transactions

If you enter transactions to your portfolio, OSV Online will generate the performance charts.

Charts are calculated using Time Weighted Average returns.

We’ve also included an equal weighted portfolio return which calculates the return as if all positions are equal weighted. The idea behind this type of return is to determine how good your stock picking is.

Stock portfolio performance charts

Limitations to the Stock Portfolio

This is version 1 of the stock portfolio feature.

As we focus on stocks and the US market, there are limitations.

• stocks only
• tracking day trading is going to be difficult
• ETF’s, forex and cyber currency not supported
• only stocks in our universe is supported
• US stocks only

I hope these limitations are not a deal breaker for you as we’ll be continuing to improve on this stock portfolio feature.

Stock Portfolio Coming…

At the end of the month, the portfolio feature will be pushed for all OSV Online insiders.