Standard Portfolio
Barchart offers two Portfolio types: Standard Portfolio and Investor Portfolio. The Standard Portfolio tracks indivdual buy/sell transactions, and calculates a profit or loss for each. The Investor Portfolio features broker portfolio import as well as .csv file import, multi-transaction consolidation, dividend reinvestment, Market Value charts and more.
Wed, Apr 1st, 2026
Build Portfolios to Track and Analyze Your Investments
A Barchart membership helps you track your equities, futures, forex, and options positions in one place, with a wealth of market data and news at your fingertips to help you with your investment decisions.
- Enter Buy or Sell transactions to track long or short positions.
- Download Portfolio details, view your Portfolio symbols using Flipcharts.
- Barchart Plus and Premier Members may run a stock screener on a Portfolio
- Analyze your transactions using different views, including Profit/Loss, transaction detail, or any Custom View you create. Or use the Visualization View to show investment weights, market cap, Barchart Opinion, and sector weights.
- Receive daily email recaps of your Portfolio.
