Stock Portfolios

Create portfolios to track and value your stock holdings

How It Works

Each portfolio values your holdings off analyst consensus: every position's target is the mean Wall Street price target, and your portfolio's expected return is the market-value-weighted upside to consensus (~12-month horizon).

Expected return = Σ (weightᵢ × (consensus targetᵢ − priceᵢ) / priceᵢ)
  • Add stocks to your portfolio with quantities
  • We pull the live price, consensus price target, and rating mix from FMP
  • Each row shows upside to consensus plus the analyst rating and coverage count
  • Names with no coverage fall back to the in-house PCG model, shown row-by-row for comparison