The Ledger

Portfolio Risk Dashboard

Build a portfolio and analyze risk with live market data.

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Your holdings

Enter as:

CSV format — header row, recommended column order: Ticker, Weight or Amount, Purchase Date (YYYY-MM-DD), Average Price, Status (Buy or Sell), Sell Date (YYYY-MM-DD, used when Status is Sell). Only Ticker and the amount column are required. Leave Average Price blank to use the closing price on the purchase date.

Add holdings to get started

Try adding AAPL, MSFT, GOOGL, and NVDA with any weights.