What is StockDaddy?

StockDaddy was built initially as a replacement for the Google Finance Portfolio Tracking functionality that was discontinued by Google in 2017. I'm an avid follower of the market and having something to track my holdings in real-time throughout the day is very important to me. I was unable to find any free solutions that had all of the functionality I wanted in a portfolio tracker, so I set out to make my own.

The things I required were:

  • Real-time intra-day prices for all stocks, ETFs and cryptocurrencies listed on the major US exchanges
  • End of day prices for mutual funds, OTC and ADR symbols
  • A simple, easy to use interface that I can easily update and manage
  • Performance data on a per lot, holding and portfolio basis, with dividends factored in that updates in real-time
  • Basic company data, charting and news headlines on a per symbol basis
What isn't StockDaddy?

It's not a charting application, a stock screener, a site for techincal or fundamental analysis, or an online brokerage that you can buy and sell equities from. It's a free portfolio tracker.

What can I track with StockDaddy?

We can track most companies on major US Exchanges in real-time as well as a broad selection of cryptocurrencies. Mutual Funds, OTC stocks and ADR (American depositary receipts) are trackable, but pricing is only updated at the end of each trading day, generally around 6pm ET. Additionally, you can use StockDaddy to track anything else you'd like, but we will not be able to provide pricing data.

Where does StockDaddy get its data from?

End of day prices are provided by Morningstar. Intra-day prices and company data are provided by IEX.

How do I create a portfolio?
How do I add holdings to a portfolio?

Go to the add symbols page and enter the symbol you'd like to add. StockDaddy cannot track all symbols. If we find your symbol in our databse it will auto-fill for you. If not, we might still be able to track it, just not in real-time. Most companies on major US Exchanges as well as a broad selection of cryptourrencies can be tracked in real-time by StockDaddy. Mutual Funds, OTC stocks and ADR (American depositary receipts) are trackable, but pricing is only updated at the end of each trading day, generally around 6pm ET.

How do I import transactions to my portfolio?

Use the import transactions tool to import transactions into your portfolios. Files must be in (.csv) format.

How do I edit/delete my portfolio?

Go to your portfolios page and click the Edit Portfolios link at the top of the page. You can then rename, delete, re-order holding, delete holdings and move holdings between portfolios.

Can I change the order in which the symbols appear in my portfolio?

Yes. Go to your portfolios page and click the Edit Portfolios link at the top of the page. You can then click and drag your holdings to re-order them.

Can I move a holding from one portfolio to another?

Yes. Go to your portfolios page and click the Edit Portfolios link at the top of the page. You can then click and drag your holding from one portfolio to another.

How do I change what symbols appear on my dashboard?

You have the choice of what symbols appear on the dashboard. We default 6 different symbols DIA, IWM, SPY, QQQ, VIXY, BTCUSDT, but you can add/remove anything to the dashboard as you see fit. You can also change which of your portfolios appear on the dashboard. Use the edit dashboard page to manage your dashboard.

What is the difference between FIFO and Specific Shares when selling a stock or entering reinvested dividends?

If the transaction is a sell, FIFO (First In, First Out) will sell the shares in the order they were purchased. If you choose the specific shares option, you can select specific lots to apply the shares to. You will only be given the option to apply the shares to lots that were open at the time of the dividend or sell order.

How do you calculate CAGR (Compound Annual Growth Rate)?

Calculating the CAGR of a single transaction is fairly straightforward. To annualize returns, we use the common formula:

CAGR = ( 1 + Total Return ) ^ ( 365 days / Avg. Days ) - 1

So, for the performance report above for AAPL, to calculate the CAGR for the 300 share lot purchased on 11/8/2017, the calculation would be straightforward:

CAGR = ( 1 + .084 ) ^ ( 365 / 250 ) - 1 = 12.5%

But, to calculate the return on a lot, holding or portfolio with multiple sell transactions and dividends, we take the total return and annualize it by using the average holding period for the lot, holding or portfolio in question.

For the 1,000 share lot purchased on 9/7/2017 the calculation would go as follows:

CAGR = ( 1 + .1363 ) ^ ( 365 / ( ( 145 + 187 + 272 ) / 3 ) ) - 1 = 26.06%

And for the entire holding over all 3 lots for AAPL:

CAGR = ( 1 + .1396 ) ^ ( 365 / ( ( 145 + 187 + 272 + 290 + 294 + 250 ) / 6 ) ) - 1 = 21.23%

For more information on CAGR check out Investopedia.

How do dividends and dividends reinvested work?

If you would like to enter a dividend transaction for a holding you can enter the dollar amount of the dividend and it will be included in your return for that holding and coumt toward your overall return. If the option for dividend reinvestment is selected, you can enter the number of shares you received as a result of the dividend and the shares will be either spread evenly across all open lots for that holding (FIFO), or you can specify a specific lot (Specific Shares) to apply the dividend to.

Can I trade equities through StockDaddy?

No. StockDaddy is just a tool to track your holdings. We are not a brokerage. You can't actually buy, sell or transact anything on StockDaddy. We only keep track of things for you.

Can I link my brokerage account to StockDaddy?

No. StockDaddy doesn't currently support linking your brokerage account. As such, all transactions you make in your portfolios have to be entered manually into StockDaddy, including dividends.

What things are you working on for the future of StockDaddy?

The following are largely dependent on our data provider:

  • International stocks
  • Currencies (FOREX)
  • Options data
  • Commodities data
  • OTC data
  • Treasuries data


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