Frequently Asked Questions
- When are stock quotes updated?
Stock quotes are updated on weekdays after 7pm US/Eastern time. Only one quote per day is maintained on this site.
- How do I update the number of shares in my portfolio?
To update the number of shares you own, simply click on the number of shares and make changes.
- How do I change the name on my portfolio?
To update the name on your portfolio, simply click on your name and make changes.
- Can I sort my portfolio?
Yes, you can sort your portfolio by clicking on the column headers. You can also drag & drop individual portfolio holdings.
- Can I get alerts for my portfolio?
Yes, you can configure Portfolio Tracker by clicking on the icon once logged in to send a daily text message and / or a weekly e-mail on Sunday as shown below:
- How do I change the color theme?
Toggle the slider below.
E-mail comments or questions here.
Portfolio Toolbox does not disclose any personal information stored on this site to any third party.
Portfolio Toolbox is intended to help you visualize your financial situation and model different portfolios. This website is intended for educational purposes only. It is broad in scope and does not consider your individual personal financial situation. Your situation is unique and the information or advice shared may not be suitable or in your best interest. You should always consult with a qualified financial professional to help you with financial decisions.
The accuracy of these tools is not guaranteed and considered "as is". Our developers are not responsible in any way for how you use this data (or lack thereof) or the suitability of these tools to your individual circumstances. Stock quotes are gathered from data sources based on URLs and page layouts that may change at any time impacting your ability to get a recent stock quote.
Portfolio Toolbox is designed to provide free tools to help you visualize your financial situation. If you find Portfolio Toolbox useful, please consider making a donation using the PayPal link below to help me keep the site up and running. Or you can get me something off my Amazon.com wish list.
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