ClearWorth

Tool 06

Portfolio manager

Add tickers and shares, refresh market prices when available, and inspect your allocation with a dashboard-style pie chart.

Add a holding to begin. Prices stay editable if a live quote is unavailable.

Advanced research layer
Prices Stooq CSV

Free, no-key quote refresh for many US tickers and ETFs. Best for allocation math.

Fundamentals SEC company facts

Free filings data for PE-style ratios, revenue, income, shares, and balance sheet metrics once a hosted backend maps ticker to CIK.

Commercial APIs Free tiers

Alpha Vantage, EODHD, StockData, and similar APIs can add ratios/news, but usually need keys and rate-limit handling.

Total portfolio value $0 $0 estimated intraday move from refreshed quotes
Largest holding-
Top 3 weight0%
Positions0

Portfolio manager guide

Track holdings, allocation, concentration, and portfolio drift

The ClearWorth portfolio manager is designed for a quick allocation check. Add stocks or ETFs, enter shares, refresh available prices, and review how much of the portfolio sits in each position.

Updated May 12, 2026. Market data can be delayed or unavailable.

Allocation view

The pie chart makes concentration visible so one holding does not quietly dominate the portfolio.

Research workflow

The advanced section is a place to add fundamentals, valuation notes, comparisons, and research links over time.

Manual control

The tool starts blank, so users choose what to track instead of inheriting sample holdings.

How to use the portfolio manager

Start with tickers and share counts, then refresh prices. Review the allocation chart for concentration risk, compare weights against your target allocation, and use the research area to note what you still need to understand before buying more.

What portfolio allocation can and cannot tell you

Allocation tells you where your money is exposed. It does not tell you whether a stock is cheap, whether an ETF fits your goal, or whether your emergency fund is strong enough. Pair this page with index fund basics and asset allocation basics.

Does ClearWorth store my portfolio?

The tool is built for lightweight browser-side planning. Avoid entering sensitive account details, account numbers, or login information.

Are prices real time?

No. Free public data sources can be delayed, limited, or temporarily unavailable. Use brokerage data for trading decisions.

Should I track ETFs and stocks together?

Yes, if they are part of the same portfolio decision. Just remember that ETF holdings can create hidden overlap with individual stocks.

What is concentration risk?

Concentration risk is the danger that too much of your portfolio depends on one company, sector, or theme. A simple allocation chart helps spot it quickly.

Sources and research direction: Investor.gov on asset allocation, FINRA on diversification, and ClearWorth's index fund guide.