ConceptsFeatured
What Is Cost Basis? A Plain-English Guide
Cost basis is what you paid for a holding, and it sets your taxable gain. Here is how it works, how averaging and lots change it, and why it matters.
3 min read
Read article →The StoxDeck blog
Plain-English guides on tracking a portfolio by hand — cost basis, unrealized P/L, broker comparisons, and the concepts behind them.
Multiple Brokerage Accounts, One Honest View
Your real portfolio is split across brokers, and none of them show the whole thing. Here is how to combine every account into one live-priced view.
2 min read
Read article →Portfolio Tracker vs. Spreadsheet: An Honest Look
A spreadsheet is free but manual; a tracker prices itself but costs money. We compare the two on accuracy, effort, and trust so you can pick with open eyes.
2 min read
Read article →How to Track a Portfolio Without a Spreadsheet
Spreadsheets go stale the moment prices move. Here is a calmer way to track every holding across accounts, with live prices and honest cost-basis math.
2 min read
Read article →Realized vs. Unrealized Gains, Explained
A realized gain is locked in when you sell; an unrealized gain is still on paper. The difference changes how you read your portfolio and your taxes.
2 min read
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