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— Fundamentals idle
Total Value
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— positions
Total Gain / Loss
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Winners
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— of portfolio
Losers
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— of portfolio
Cost Basis
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total invested
Top 15 Holdings by Market Value
Winners vs Losers
Return % — Top & Bottom 20 Positions
Gain/Loss Distribution
🏆 Top 10 Winners (Return %)
📉 Top 10 Losers (Return %)
All Holdings
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Symbol Shares Cost Basis Price 52W Low 52W High 52W Range Mkt Value Gain / Loss Return % 1D % 1W % 1M % Last Refreshed P/E P/B Rev Trend Rev YoY % Revenue (TTM) Revenue (Last Year) Profit Trend Current Profit (TTM) Previous Profit (Last Year) Market Cap Cap/Rev % Bankruptcy Risk Sector
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Stock Lookup
Import Holdings from Wells Fargo

On your Wells Fargo Holdings page, switch the account picker to "All Brokerage Accounts" first so every position is included. Then right-click the page → View Page Source (or press Ctrl+U / Cmd+Option+U), select all the source (Ctrl+A), copy it (Ctrl+C), and paste it below — not the visible page text, the actual HTML source.

Add Trades from WellsTrade

On WellsTrade's Orders page, select and copy the rows you want to apply (the Date / Transaction / Status columns) and paste them below. Only rows with status Executed are applied — Buys at "@ Market" need a fill price entered manually since WellsTrade's order list doesn't show it. This adjusts your existing holdings (reduces/removes shares on a Sell, adds shares and recalculates average cost basis on a Buy) — it doesn't replace the whole list like Import Holdings does.