👛 My Portfolio

Recording your own transactions, plus how cash and returns are calculated.

• Adding transactions (buy, sell, add or withdraw funds)My Portfolio lets you record your own transactions and follow your performance next to the Metravise Portfolio.
• How cash and returns are calculatedYour My Portfolio total is the current value of your stocks plus your cash balance.
• Stocks Metravise doesn't track (“—” Quality Score)You can add stocks that Metravise doesn't track to My Portfolio too.
• How splits and corporate actions show upWhen a stock splits, the shares and prices in My Portfolio are adjusted automatically — there's nothing you need to do.