Investment Portfolio — Clive Thompson

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Holdings

Market

Currency

Company	Ticker	Market	Shares	Currency	Price	Value (local)	Rate → CHF	Value (CHF)	% of Portfolio	Actions

By company (CHF value)

By market

By currency

Currency breakdown (CHF totals)

Currency	Value (local)	Rate	Value (CHF)	%

Exchange rates (to CHF)

Code	1 unit = CHF	Actions

CHF always = 1.000. Update rates manually whenever prices change. The rate is how many CHF one unit of that currency buys (e.g. 1 USD = 0.887 CHF → enter 0.887).

Data management

⬆ Import (JSON)

All data is stored in your browser only. Use Export regularly to keep a backup on your computer.