Intrinsic Equity Value.com

Portfolio

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Add holding

Enter shares and cost as your broker shows them today (after any stock split). Several purchases of one stock can be added as separate lots.

Sell

Shares come out of your oldest lots first. The sale is kept under Sold with its realized gain, where it can be undone.

Deposit cash

Maintenance rates

Holdings without their own rate use the default. Entering your broker's total sets the default so the requirement matches it.

Connect IBKR

Your IBKR account becomes the source of this portfolio: holdings, sales and cash are replaced by it and refreshed every weekday morning. The token is read-only (it cannot trade or move money) and is stored encrypted.

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