A portfolio tracker that shows your real equity curve
Add your holdings, and StoqPulse builds a live equity curve, cost-basis weights, sector mix, and concentration flags from real price history — 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 and average cost, and you get a live equity curve reconstructed from each holding's daily closes, weights computed from your actual cost basis, a sector-allocation breakdown, and concentration flags at 20% per position and 40% per sector. US stocks are tracked free for 14 days (no card) — no spreadsheet, no manual price updates.
Holdings, shares, and cost-basis weights
Add a position with a ticker, share count, and average cost, and StoqPulse logs the opening trade and starts tracking it. The Holdings page lists every position with shares, average cost, cost basis (shares times average cost), and each holding's weight as a share of total cost basis. The strip up top shows invested capital, position count, and your largest single weight by cost basis. Click any row to open the full ticker analysis, or log a decision against that holding straight into your journal.
A live equity curve from real price history
The dashboard rebuilds your portfolio's value over time from each holding's actual daily closes, not a smoothed estimate. It aligns the dates your holdings have in common, sums shares times close at each point, and plots the curve across 1M, 3M, 6M, 1Y, or 5Y. The initial range follows Settings → Default chart range. You see current total value and unrealized gain in dollars and percent versus your cost basis. When live history is available it is marked as live data; if a holding lacks history for a range, the curve falls back cleanly rather than inventing numbers.
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 estimates annual dividend income from the last twelve months of actual payments — never a forward forecast. It shows per-holding trailing yield, payout ratio, yield-on-cost, and the next ex-dividend or payment date, summarized per currency and 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 look-through holdings overlap
If you hold ETFs alongside individual stocks, StoqPulse looks through each fund to its published constituents and shows where they overlap your own positions — the overlapping holding, its weight in the fund, and the look-through dollar value. Coverage is honest about its source: funds with full holdings data are labeled as such, while others are framed as a top-10 lower bound. Look-through 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's reconstructed from real daily closing prices for each holding, not a synthetic estimate. StoqPulse aligns the dates your holdings share, multiplies shares by the close at each point, and sums across positions to plot value over 1M, 3M, 6M, 1Y, or 5Y. Current total value and unrealized gain are shown versus your cost basis.
No. You enter shares and average cost once when you add a position. From there StoqPulse refreshes quotes and daily price history automatically — during the free trial quotes are shown as of the previous close — so the equity curve, market-value weights, sector mix, and gain all update without any manual price entry or spreadsheet maintenance on your part.
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 is estimated from the trailing twelve months of payments with per-holding yield, payout ratio, yield-on-cost, and next ex-dividend date, summarized per currency. For ETFs, the holdings-overlap view looks through funds to their published constituents to show where they overlap 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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