Lensfolio

Market-priced positions: individual stocks, ETFs, and funds tracked by share price. Dividends are optional. Same fund in two portfolios = two separate holdings.
Quick Add is the fastest path — type ticker + shares + cost, and we pull the name, current price, dividend rate, and next ex-div date from your API provider. Add with details opens the full form for when the API doesn't cover the holding (international stocks, private funds) or when you want to manually enter the dividend schedule, ex-div date, notes, and DRIP preferences per portfolio.

Funds where dividends are auto-reinvested inside the fund — your return shows as a changing NAV / unit price rather than as cash distributions hitting your account. Common examples: target-date funds, 401(k) institutional share classes, money-market funds, and most mutual funds (some tickers like FXAIX do publish a public price; others are statement-only).
Quick Add works for any NAV fund — type a nickname or ticker (e.g., "FXAIX" or "Target 2050"), the number of units you own, and your cost per unit. Add with details opens the full form for setting the current NAV manually, type classification, or notes — useful for statement-only funds that no public API covers.

Every buy or sell, dated. Avg cost uses weighted-average. DRIP confirmations from Dividends auto-create transactions here.

When you add a ticker, we'll auto-fetch its name, current price, dividend frequency, and next ex/pay dates from your configured API providers.