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Holdings
Open lots
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Realized lots
FIFO matches from recorded sells
Personal securities ledger
Record every buy and sell. Your portfolio is always derived from the full history.
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· sort · filter · click a row for details
FIFO matches from recorded sells
Returns
From stored end-of-day snapshots (US close dates).
Position detail
Ledger entry
Download the CSV template, fill in rows, then upload.
Dates use YYYY-MM-DD — e.g. 17 March 2025 is 2025-03-17.
Use ILA or GBp for agorot/pence (values ÷ 100, shown as ILS/GBP).
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Full record
Income
Amounts are estimated: Yahoo publishes the gross dividend per share on the ex-dividend date, so these figures exclude withholding tax and ignore the later payment date. Record what actually arrived to make a row exact.
Account
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