Features

YoPortfolio helps personal investors understand their stock portfolio better than ever before.  Use our simple tools to learn from your past investments and track your performance against the S&P 500.

 
 
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 Chart and Summary Data

vs. S&P 500 Chart and Stats

YoPortfolio uses a unique algorithm to compare your performance against the S&P 500.  

It's based on our philosophy:  Every time you make an investment, you have two options...

  1. Buy stock in a great company that you think will outperform the market.
  2. Use that money to invest in an index fund or ETF that will match the market's returns. 

As personal investors, we typically choose option #1.  

As you log your real trading history to YoPortfolio, we automatically create hidden "comparison trades" behind the scenes.  Each "comparison trade" pretends that you actually bought SPY instead of the stock you purchased.  In this way, we create a hidden "comparison portfolio" that shows what your portfolio's performance would be if you only invested in SPY, which has matched the S&P 500 nearly perfectly since 1993.

This method enables YoPortfolio to display "vs. S&P" data in dollars ($) and percent (%), and the chart shows the total market value of your portfolio and the comparison portfolio over the entire history of your trades.

We think it's the best way to keep score.


Trade Suppression

Interact with your portfolio like never before.  

Use Trade Suppression to see the true effect trades have had on your portfolio.  Turn trades on and off and observe the changes to your historical performance in the chart, your "vs. S&P" data, and overall returns.  Simply click the eyeball to include or exclude a trade from your portfolio's analysis.  

 Trade Suppression

 List of Trades and Trade Scores

Trade Scores

In YoPortfolio, each transaction gets a Trade Score ranging from -5 to +5.  Trade Scores are evaluated based on an advanced algorithm that considers two criteria:

  1. Stock Performance:  Has the stock outperformed the S&P 500 in the long term and short term?
  2. Impact on Portfolio:  Has the trade significantly affected your returns?

Trade scores may help you identify misconceptions about the impact or importance of a trade in your portfolio.  For example, trades that outperformed the S&P 500 years ago may still appear to be big winners based on the "vs. S&P %," but if that company has not beaten the S&P 500 over the past 3-12 months, it will receive a lower trade score.


Optimized for Mobile

YoPortfolio's online application is built to be beautiful on large and small screens alike.   Save a link to your smartphone's home screen and use all YoPortfolio's powerful tools whether you're at home or on the go.

 Optimized for Mobile