Today ⓘ
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Add a holding to see your day at a glance.
Top moves ⓘ
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Coming up ⓘ
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Currency mix
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Total Portfolio Value ⓘ
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Total Cost Basis ⓘ
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Unrealized P&L ⓘ
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Annual Dividend Income ⓘ
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Allocation by Market
Allocation by Sector
Allocation by Asset Class
Equity · ETF · REIT · Bond · Commodity · Cash
Top Movers Today
Live snapshot| Ticker | Name | Market | Price | Day Change | Position Value |
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📅 Upcoming Earnings (estimated)
Heuristic — verify with IR page📰 Market News
Loading news…
News via rss2json.com (Reuters / SCMP / ST / Japan Times / BBC) · filtered for investment-impact + holdings · refreshed every 5 min
Holdings
| Ticker | Name | Market | Qty | Avg Cost | Current Price | Trend | Position Value | Day P&L | Total P&L | Return % | Weight % | Actions |
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Watchlist
| Ticker | Name | Market | Sector | Price | Day Change | Yield | Actions |
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💰 Dividend Income
YTD Received ⓘ
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All-time Received ⓘ
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Projected Next 12mo ⓘ
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Based on indicated yields
Yield on Cost ⓘ
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Projected ÷ cost basis
Dividends by Stock (paid)
Monthly Dividend Income
| Date | Ticker | Name | Amount/share | Shares held | Total received | Notes |
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📈 Performance over time
Period Return ⓘ
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vs Benchmark ⓘ
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Realized P&L (lifetime) ⓘ
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Snapshots taken ⓘ
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Portfolio Value Over Time
Snapshots auto-capture daily on first app open. Manually trigger with "📸 Snapshot". Benchmark line uses real Stooq daily history when available (cached 24h) — labelled real on the chart legend; falls back to synthetic if the network is blocked.
Realized Gains by Year
| Date | Ticker | Qty Sold | Sell Price | Cost Basis | Realized P&L | Hold Days |
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AI Research Reports
AI-generated research notes — written in the voice of a 50-yr veteran portfolio manager & quant. Not authored by a real research firm.
Each note covers thesis, valuation, competitive landscape, macro overlay, catalysts, risks, and an explicit BUY / HOLD / SELL call. Use as a starting point for your own research, not as standalone advice.
Three sample reports are bundled in
/research-reports/.
⚠️ Email delivery requires a backend (10-min setup)
The app can't send emails by itself — browsers can't connect to SMTP servers.
Configure your alerts here, then deploy the bundled Cloudflare Worker (
In the meantime, "Send Test Email" opens your default mail client, and your settings + rules are saved to this browser.
/email-backend/worker.js) which polls prices and sends emails via Resend (free tier: 100 emails/day).
Full step-by-step in /email-backend/README.md.In the meantime, "Send Test Email" opens your default mail client, and your settings + rules are saved to this browser.
📧 Alert Configuration
No-backend fallback: while the app is open, JW Tracker can also fire desktop notifications when your rules breach. No emails, no servers, just your browser. Works on Chrome / Firefox / Safari 16+ / Edge.
📊 Per-Stock Rules
Custom triggers per ticker — overrides the global threshold.
Top 10 Positions by Value
Geographic Currency Exposure
Concentration (Top 5 %) ⓘ
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Below 50% = well-spread
Avg Holding Period ⓘ
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Days since first buy
Best Performer ⓘ
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Worst Performer ⓘ
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Max Drawdown ⓘ
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Biggest peak→trough drop
Current Drawdown ⓘ
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How far below your peak today
Volatility (annualised) ⓘ
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Roughly: <15% calm, >30% choppy
Snapshots Logged ⓘ
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≥30 for sharper stats
Risk & Diversification Notes
Transaction History
| Date | Type | Ticker | Qty | Price | Value | Notes | Actions |
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Display Currency
All values are converted using the FX rates below. Update them as needed.
FX rates (vs USD)
Live Price Data
By default JW Tracker uses Stooq (free, no key) for delayed quotes. Add a free API key for real-time data if desired.
🏦 Open a brokerage account
JW Tracker doesn't trade for you — it tracks. To buy or sell, you need a brokerage. Below is an opinionated short-list. If you already have a broker, ignore this card.
We may receive a referral fee if you open an account through the links below. This does not affect what you pay or what you see in the app. All features remain free. Recommendations are based on our own opinion of fees, market access, and platform quality — not on the referral economics. You can verify pricing on each broker's own website before committing.
None of these brokers paid for placement. We chose four for breadth: a global multi-market specialist, two Asia-focused options, and a EU-friendly option. We do not list every broker — pick what suits your country of residence and the markets you want to access.
⚡ Interface
Tweak how the app feels. Press ⌘K / Ctrl+K anywhere to open the quick-jump command palette — search any holding, watchlist name, tab, or action without clicking around tabs.
How often the app silently re-fetches prices in the background. Shorter = livelier but more network use; choose Off if you only want manual refreshes.
Keyboard shortcuts
⌘K / Ctrl+K · Quick-jump command palette
/ · Focus search (when not in input)
? · Open all actions
G then D Dashboard · H Holdings · W Watchlist · V Dividends · P Performance · R Research · A Alerts · X Analytics · T Transactions · S Settings
N · New holding · R · Refresh prices · Esc · Close modal/palette
⌘K / Ctrl+K · Quick-jump command palette
/ · Focus search (when not in input)
? · Open all actions
G then D Dashboard · H Holdings · W Watchlist · V Dividends · P Performance · R Research · A Alerts · X Analytics · T Transactions · S Settings
N · New holding · R · Refresh prices · Esc · Close modal/palette
Data & Backup
All data lives in your browser (localStorage). Back it up regularly.
About & Legal
JW Tracker v1.0 · build 2026-05-09
Tracker for US, China, Singapore, Japan, India, Australia, UK and Canadian equities.
Coverage: US (NYSE/NASDAQ) · China (ADRs + .HK + A-shares) · Singapore (SGX) · Japan (.T) · India (.NS) · Australia (.AX) · UK (.L) · Canada (.TO) · LatAm ADRs.
Disclaimer: Educational and informational only. Not investment advice. Always do your own research.
Privacy by default. No accounts, no servers, no analytics. Your data lives only in this browser. Export a backup at any time.