Holding-based tracking

Allows for a quicker input of current positions to calculate dividends, view portfolio diversification, and analyze the current state of your portfolio, but with limited historical insights.

With this approach, you enter the total number of shares owned for each stock or ETF and an average cost.

Transaction-based tracking

Requires entering individual transactions, which provides a more accurate and historical overview of your portfolio, making it suitable for investors who need precise data insights.

With this approach, you enter the stock or ETF, shares bought or sold, cost per share, and date for each transaction.

Check out the following image to see the difference visually: