How to track your investment portfolio
Tracking your portfolio means knowing at any time how much you own, how much you've gained or lost, and how your money is split. Here is a simple method: no complicated spreadsheet, no bank synchronization.
1. List your positions
Write down each line of your portfolio: the asset (stock, ETF or crypto), the quantity held and the price you bought it at (your cost basis). That's the foundation of any tracking.
2. Compare to current prices
For each position, compare the current price to your purchase price. The difference, times the quantity, gives your unrealized gain or loss. MyEzAssets does this automatically with live market prices.
3. Look at your allocation
Check the share of each asset and each class (stocks, ETFs, crypto) in your total. A good allocation avoids betting everything on one line and helps you rebalance.
4. Follow the trend over time
What matters isn't a single day's price, but the trend. Check your overall valuation and P&L regularly to stay calm and avoid reacting to every market swing.