IngeniPortfolio · Portfolio Tracker · Web
Your portfolio. Your Sheet. Your control.
Open your IngeniPortfolio portfolio directly from Google Sheets. Nothing is copied to an IngeniWare portfolio database.
Explore IngeniPortfolio · Portfolio Tracker
Private by design
A direct path to your portfolio
This browserTemporary session
→
Your Google SheetPortfolio record
Access tokens and portfolio values stay in memory and clear when the page is refreshed or closed.
- File-specific accessOnly the IngeniPortfolio file you connect
- No server copyNo IngeniWare portfolio database
- Changes by choiceWrites happen only from actions you confirm
Signed out
Portfolio Tracker · Google account
Connect to IngeniPortfolio
Google access is not configured for this deployment.
We’ll look for your IngeniPortfolio Sheet after sign-in. If none exists, you can create one.
Exactly what is accessed?
The browser requests access only to files opened or created for IngeniPortfolio. It reads the TradeHistory, RealTime, and Currency tabs; transaction actions can append to TradeHistory.
IngeniPortfolioPortfolio TrackerSome rows need attention
Portfolio Overview
Portfolio Overview
—Your portfolio starts here
Add the first transaction and your portfolio will begin taking shape automatically.
- Currency
- —
- Accounts
- —
- Multi-currency support
- Available
Active holdings
No holdings match the current search.
- Trade rows
- 0
- Realtime rows
- 0
- Currency rows
- 0
Buy Transaction
Add your first transaction
Highlights
Highlights will reveal the bigger picture
Growth trends and portfolio allocations will appear after your first transaction.
Investment Timeline
—Values shown in preferred currency
No investment timeline is available.
By Account
0 accountsReview realized results, dividends, and fully sold positions without changing your active portfolio.
Stock Allocation ›
0 holdingsHoldings
Account Allocation ›
0 accountsAccounts
* Display calculations for all open accounts only.
Closed Accounts
All closed accounts
—Preferred-currency conversion is incomplete for this history. Values are grouped by native currency and are never combined.
Closed positions
Fully sold positions across all closed accounts.
Activity
No transaction history yet
Buys, sells, dividends, and splits will appear here in chronological order.
Activity
0 transactions
Swipe left on touch devices, or use the row actions.
0 transactions
No transactions match the current filters.
Summary
Your summary will build from activity
Invested value, dividends, gains, and monthly totals will appear here.
Total Dividend
—No yearly dividends are available.
Dividend by Month
Avg —No expected dividend months are available.
Investment Timeline
—Values shown in preferred currency
No investment timeline is available.
Total Gains
Monthly Dividend
Values shown in preferred currency
No monthly values are available.
Monthly Invested
Values shown in preferred currency
No monthly values are available.
Monthly Sold
Values shown in preferred currency
No monthly values are available.