📊 Performance Summary
Portfolio Allocation
Investment Type Mix
Recent Activity
📈 Stock & Mutual Fund Portfolio
| Date | Ticker | Company | Type | Entry $ | Shares | Cost Basis | Current $ | Value | P&L $ | P&L % | Inv. Type | Duration | Target $ | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
📉 Stock & Mutual Fund History
| Open | Closed | Ticker | Company | Type | Entry $ | Exit $ | Shares | Cost Basis | Close Val. | Realized P&L | P&L % | Inv. Type | Duration | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
🏦 Bond Portfolio
| Start Date | Issuer | Type | Length | Face Val. | Coupon % | Frequency | Buy Price | Qty | Invested | Annual Int. | Total Int. | Maturity $ | Matures | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
📋 Bond History
| Start | Closed | Issuer | Type | Yrs | Face Val. | Coupon % | Buy Price | Qty | Invested | Total Int. | Maturity $ | Realized | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
🥧 Diversification Tracker
Holding Strategy
Investment Type Mix
Holding Strategy
Investment Type
💡 Diversification Analysis
👁 Watchlist
| ★ | Ticker | Name | Price $ | Daily % | YTD % | Target Buy | Target Sell | Priority | Action | Notes | Ops |
|---|
📰 Live News
Click any link to read news for your portfolio tickers on trusted financial sites. Add stocks or watchlist items to populate this page.
🎯 S&P 500 Benchmark
What is this? The S&P 500 tracks America's 500 biggest companies. It's used as a benchmark — if you beat it, you're doing better than most professional fund managers!
About the S&P 500
The S&P 500 Index (ticker: ^GSPC) is the gold standard benchmark for U.S. stock market performance. Studies show that over 90% of active fund managers fail to beat it over any 15-year period. If your portfolio return is higher than the S&P 500 return, you're beating the pros!
📅 Portfolio Growth
Portfolio Value vs S&P 500 Over Time
Your Portfolio
S&P 500 (Indexed to start)
| Date | Portfolio Value | S&P 500 Level | Portfolio P&L | S&P 500 Return | You vs S&P | Ops |
|---|
🏆 Leaderboard
| Rank | Player | Portfolio Return | Total P&L | Win Rate | Portfolio Value | Badge | Last Updated |
|---|
How the Leaderboard Works
📊 Ranking Metric
Players are ranked by Portfolio Return % — your total P&L divided by your starting capital. This levels the playing field regardless of how much you invest.
Players are ranked by Portfolio Return % — your total P&L divided by your starting capital. This levels the playing field regardless of how much you invest.
🔒 Privacy First
Participation is opt-in only. Enable sharing in Settings → Leaderboard. You control your display name — your real name is never shared.
Participation is opt-in only. Enable sharing in Settings → Leaderboard. You control your display name — your real name is never shared.
🏅 Badges
Earn badges based on your return: Rookie (0–5%), Apprentice (5–15%), Pro (15–30%), Expert (30–50%), Legend (50%+). Beat the S&P 500 to earn the ⚡ Market Beater badge.
Earn badges based on your return: Rookie (0–5%), Apprentice (5–15%), Pro (15–30%), Expert (30–50%), Legend (50%+). Beat the S&P 500 to earn the ⚡ Market Beater badge.
⚡ Coming Soon
Weekly/monthly leaderboards, sector-specific rankings, and a "Beat the Market" challenge. Backend connection required — check Settings for status.
Weekly/monthly leaderboards, sector-specific rankings, and a "Beat the Market" challenge. Backend connection required — check Settings for status.
🎓 Education & AI Analysis
🤖 AI Market Intelligence — Real-time technical analysis for every stock you're watching or holding. The AI monitors price action, RSI, moving averages, and your position performance to surface personalized insights. For educational purposes only — not financial advice.
⚙️ Settings
Portfolio Configuration
Your Name
Personalizes your dashboard greeting
Starting Capital ($)
Your initial investment amount
Finnhub API Key
Free key at finnhub.io — live prices, daily % change & real news headlines
Auto-refresh prices
Silently update prices every 5 min while app is open (uses Finnhub key above)
👤 Account
Username
Cannot be changed after account creation
Display Name
Shown on leaderboard and in the app
Change Password
Delete Account
Deletes account and all investment data
🏆 Leaderboard
Display Name
Name shown on the leaderboard (never your real name)
Opt In to Leaderboard
Share your P&L % with other players (requires backend)
Backend Status
Real-time connection to the leaderboard server
Data Management
Export Data
Download backup as JSON file
Import Data
Restore from a previous backup
Reset Everything
Deletes all data — cannot be undone!
About InvestIQ
InvestIQ is a personal investment tracker built for teens learning to invest responsibly. All your data is stored locally on your device only — nothing is ever sent to a server.
Tip: Get a free Finnhub API key at finnhub.io/register (takes 1 min) — it unlocks live price updates, daily % change, and real news headlines for all your tickers.