Research your current holdings with clear data coverage
Add your holdings, and inspect reconstructed historical values, recorded costs and allocation where complete comparable data is available — US coverage free for 14 days, no card.
US coverage included in your free 14-day trial · no credit card required
StoqPulse turns a list of positions into a working research dashboard. Enter shares with optional cost information. When complete comparable data is available, the dashboard shows current quantities applied to historical closes, allocation and concentration flags. Known costs remain separate by currency; unknown costs and unsupported totals are labelled. US stocks are tracked free for 14 days (no card) — no spreadsheet, no manual price updates.
Holdings, shares, and cost-basis weights
Record a current holding with a ticker and share count; average cost is optional. When you supply a cost, confirm its currency. Add and edit operations save a holdings snapshot without creating trade history. Known costs are summarized per currency, unknown costs remain visible, and cost-share percentages require complete comparable inputs. Open a holding for stock analysis or log a research decision in your journal.
Current holdings applied to historical prices
The dashboard applies your current quantities to historical closing prices over 1M, 3M, 6M, 1Y or 5Y. This is a reconstruction, not your actual account history or investment return. A total requires complete overlapping prices in the same source currency; no FX conversion is invented. Gain/loss additionally requires known comparable costs, and its percentage requires a positive cost basis. Missing inputs are shown as unavailable.
Sector allocation and concentration flags
StoqPulse pulls each holding's sector from fundamentals and live quotes to compute current market-value weights, then renders a sector-allocation breakdown so you can see where the book actually leans. It raises concentration flags when a single position or a sector exceeds StoqPulse's concentration limits — 20% per position and 40% per sector. These are neutral, factual flags stating the weight and the limit it breached, not advice or a verdict on your portfolio.
Dividend income, estimated from trailing payments
For income holdings, StoqPulse shows an annual income estimate from a recorded calendar-year total or a recorded payment and known frequency, with the basis displayed. It is not a record of dividends you received. Trailing yield, payout ratio and supported dates remain separate. Yield-on-cost requires known comparable costs; missing data stays unavailable. Currency assumptions are labelled and totals are never blended across currencies. The free trial surfaces yields; the full income figure and yield-on-cost detail unlock on Starter and above. Every figure carries a plain caveat that dividends can be cut or suspended.
ETF holdings overlap
If you hold ETFs alongside individual stocks, StoqPulse compares each fund's top 10 published holdings with your own positions and shows where they overlap — the overlapping holding, its weight in the fund, and its dollar value within your fund position. Because only the top 10 are used, the overlap is a lower limit. Values stay per currency and are never combined. Holdings overlap is a Pro-tier capability.
Multi-market coverage as you grow
US coverage is free for 14 days. Canadian coverage unlocks on Pro, and UK and European coverage on Power — add positions via the market selector, with tickers validated against what your plan allows in the app, and every price, chart and fundamentals request re-checked server-side so a market outside your plan returns no data. StoqPulse tracks a single portfolio per account on every tier. When you add or remove holdings, the equity curve, weights, sector mix, and income all recompute from your live positions.
Frequently asked questions
Yes — free for 14 days, no card. Tracking US stock holdings during your free trial includes the holdings table, cost-basis weights, the live equity curve, sector allocation, and concentration flags. Dividend yields show during the trial; the full income figure unlocks on Starter. ETF holdings overlap and additional markets sit on higher tiers. After the trial you choose a paid plan; check live pricing for current limits.
It applies current quantities to historical closing prices on shared dates. It is not actual account history. Complete prices in the same source currency are needed for a total; gain/loss also needs known comparable costs.
No. Enter your current shares and optionally their average cost and currency. Quotes and daily price history refresh when the application requests them, subject to your plan and source coverage. Values, allocation and gain are shown only when their required inputs are available and comparable.
StoqPulse computes each holding's current market-value weight and each sector's share of the book, then flags any position above 20% or any sector above 40% — StoqPulse's concentration thresholds, applied the same way on every account. Flags state the fact and the limit — they are not advice or a recommendation to trade.
Yes. Dividend income uses recorded annual totals or a known payment frequency, with its basis and currency assumptions shown. Yield-on-cost requires known comparable costs; supported dividend dates and yield remain separate. For ETFs, the holdings-overlap view compares each fund's top 10 published holdings with your individual stocks. Full income figures are Starter+ and ETF overlap is Pro+.
US coverage is free for 14 days. Canadian coverage unlocks on Pro and UK and European coverage on Power, selected per position when you add a holding, with tickers validated against your plan. StoqPulse tracks a single portfolio per account on every tier. See live pricing for which markets and limits apply to each tier.
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