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Track your holdings with safety scores, a portfolio health check and suggestions based on the Altman Z-Score, safety grades and dividend history.

My Portfolios

Welcome to your Portfolio

Create your first portfolio to start tracking your holdings.

Portfolio Name

Balanced USD

Total Value --

Gain / Loss --

Yield (est.) --

Safety Score --

Sector Allocation

Top Holdings

Holdings

Add Holding

Ticker

Purchase Price

Purchase Date

Notes

Create Portfolio

Name

Description

Currency

Risk Level

Evaluation Issues

The following issues were identified while calculating your portfolio health score:

Import Broker Data

Select your broker to securely import your transaction history. The system will automatically calculate your cost basis and merge lots.

How to get your IBKR CSV

Log in to Interactive Brokers Portal.
Go to Performance & Reports → Statements.
Run an Activity statement for your desired date range.
Download the report in CSV format.

Clear existing portfolio data before import

Warning: This will permanently delete current holdings in this portfolio.

How to get your Nordnet CSV

Log in to Nordnet.
Go to Min Ekonomi → Transaktioner & Notor.
Select your date range and click Exportera till Excel (CSV).

Clear existing portfolio data before import

Warning: This will permanently delete current holdings in this portfolio.

Processing Import... Please wait.

Export Transactions

Format

Start Date

End Date

STOCKBONDS.US

Safety first. Income second.

Disclaimer: Safety grades and scores are calculated by formulas, including the Altman Z-Score, from third-party data that can contain errors. They are not investment advice. Markets are unpredictable; do your own research or consult a licensed advisor.

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