Total return of
Recent quotes:
Import transactions from CSV file: Log in to save/plot
| Type | Symbol | Date | Shares | Price | Commission | Amount | |
|---|---|---|---|---|---|---|---|
Visual Study of Stock Markets and Portfolios
All stocks in US markets classified in sectors and industries. Statistics shown in bar charts. Price level means current price level between year low and high.
Click on a stock to see its history chart.
Scatterplots of stocks in your watch list based on various statistics. Colors represent the stocks' sectors.
Click on a stock to see its history chart.
Zoom with mouse wheel and pan with mouse button down.
The value (brightness) of each block represents the valuation of the stock, which is a linear combination of the P/E, P/B ratios, and yield. By changing the weight of each ratio, you can study the stocks based on different valuation formula.
The size of each block is a hint of the daily traded amount of money of the stock (product of trading volume and price).
Click on a block to see stock details.
The top chart draws the daily close prices of the stock, adjusted for splits and dividends, of the highlighted focus region in the bottom plot. When the mouse is over the chart, information for the highlighted dot is shown on the top left area, including date, adjusted close price, total return since the start date of the focus chart, and daily traded amount of money.
On the bottom plot of complete stock history, a new focus region can be selected with mouse (starting outside the current one). The focus region can be dragged with mouse down, or resized with mouse wheel.
The middle plot depicts daily traded amount of money.
Edit your watch list or import transactions into your portfolio — They are 2 separate lists. You can export your transaction history to a CSV file on your stock broker's website. For stock transactions, Date means settled date if available, otherwise transaction (trade) date. If your broker's CSV file cannot be imported, please send its table header (first row) and the problematic transaction.
You can add or remove transactions manually. If a ticker symbol has been changed by the exchange, please click it in the table and update to the new symbol, and hit enter key to save. Ticker symbols are in Yahoo format.
Import transactions in the Portfolio Editor to plot portfolio history.
Click on an area to see history of the corresponding stock.
When plotting the portfolio history for the first time, history data of all stocks you have traded will be downloaded. This may take a while.
Best intention and effort are offered by VisiFolio to provide accurate information. However, any information provided by VisiFolio does not carry any warranty. The owner of VisiFolio shall not be liable for any loss or damage caused by using it.
The user's private information will be kept confidential.