Portfolio Widget

For investors with a diverse stock portfolio, staying informed about their current value is crucial. The Portfolio widget enables you to monitor the appreciation or depreciation of the value of a specific portfolio effortlessly. By specifying the number of stocks, fiat or crypto currencies purchased and their purchase price, the plugin will automatically calculate the current portfolio market value, historical price change, absolute and percentage return, providing valuable insights into your investment.

Stock portfolio

Forex portfolio

Crypto portfolio

Widget features

Intraday (delayed) market data
Ability to choose any available asset (stock, currency pair, cryptocurrency, ETF etc)
Ability to specify quantity, purchase price, purchase date, sell price, sell date for each asset
Ability to add custom internal or external links
Ability to choose displayed columns
Ability to input a comment for each asset
One-click sorting support
Pagination support
Search support
Color customization
Ability to customize widget style further with CSS
Animated data loading indicator

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