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Performance Tracking

Investment Performance Tracking Software: Monitor Profit and Loss on Every Holding

Follow how each of your US stocks is doing against your buy price and your target, and how much of your portfolio it makes up.

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IM-AAM profit and loss for each holding in a sample portfolio

See Your Portfolio in Action

Profit and loss, targets and portfolio share for every holding, then the sector, market cap and strategy charts. The stocks shown are a sample portfolio.

Today's AI-Ranked US Stocks

The top of our Position Trader list, ranked by IM-AAM's AI models.

RankStockSectorExchangePriceRating

What You Get

Profit and Loss

Profit/loss and total P/L % for every holding.

Daily Change

Each stock’s day change and day change % next to its current price.

Target Profit

Compare where each stock is with the target selling price you set.

Portfolio Share

How much of your portfolio each holding makes up.

How It Works

1
Create your account

Register in a few minutes, or continue as a guest first to look around.

2
Add stocks from the lists

Pick stocks from the Daily, Swing or Position Trader list and add them to your portfolio.

3
Set your lot and targets

Enter how many shares you hold and your brokerage fee, and set a target selling price.

4
Track and review

Follow profit and loss, portfolio share and diversification in one place, and compare your risk and return on the Efficient Frontier.

Frequently Asked Questions

How do I monitor my investment performance?

Add the stocks you hold to your portfolio with their lot and brokerage fee. The table then shows profit/loss, P/L %, daily change and target profit for each one.

Which investments can I monitor?

The stocks you add to your portfolio from IM-AAM’s Daily, Swing and Position Trader lists (access to each stock’s information is priced per stock). It does not import holdings from a broker, and you cannot type in any ticker you like.

Does past performance tell me what will happen next?

No. Performance tracking shows what has happened so far. Past performance is not indicative of future results.

Is this financial advice?

No. IM-AAM provides AI-generated stock recommendations and research for informational purposes only. They are general information and not personalized investment advice, and you place any trades with your own broker.

IM-AAM provides AI-generated stock recommendations and research for informational purposes only. They do not constitute personalized financial advice. Access to individual stock information is priced per stock (see the pricing disclosure below). Trading involves risk, and past performance is not indicative of future results. IM-AAM is not a registered investment adviser or broker-dealer, does not hold funds and does not execute trades; you place any trades with your own broker.

Check our pricing disclosure