Track. Learn. Beat the Market.
Your data is stored only on this device.
📊 Performance Summary
Portfolio Allocation
Investment Type Mix
Recent Activity
📈 Stock & Mutual Fund Portfolio
DateTickerCompanyType Entry $SharesCost Basis Current $ValueP&L $P&L % Inv. TypeDurationTarget $StatusActions
📉 Stock & Mutual Fund History
OpenClosedTickerCompanyType Entry $Exit $Shares Cost BasisClose Val.Realized P&LP&L % Inv. TypeDurationStatus
🏦 Bond Portfolio
Start DateIssuerTypeLength Face Val.Coupon %Frequency Buy PriceQtyInvested Annual Int.Total Int.Maturity $ MaturesStatusActions
📋 Bond History
StartClosedIssuerTypeYrs Face Val.Coupon %Buy PriceQty InvestedTotal Int.Maturity $RealizedStatus
🥧 Diversification Tracker
Holding Strategy
Investment Type Mix
Holding Strategy
Investment Type
💡 Diversification Analysis
👁 Watchlist
★TickerName Price $Daily %YTD % Target BuyTarget SellPriorityActionNotesOps
📰 Live News
Click any link to read news for your portfolio tickers on trusted financial sites. Add stocks or watchlist items to populate this page.
🎯 S&P 500 Benchmark
What is this? The S&P 500 tracks America's 500 biggest companies. It's used as a benchmark — if you beat it, you're doing better than most professional fund managers!
About the S&P 500

The S&P 500 Index (ticker: ^GSPC) is the gold standard benchmark for U.S. stock market performance. Studies show that over 90% of active fund managers fail to beat it over any 15-year period. If your portfolio return is higher than the S&P 500 return, you're beating the pros!

📅 Portfolio Growth
Portfolio Value vs S&P 500 Over Time
Your Portfolio
S&P 500 (Indexed to start)
DatePortfolio ValueS&P 500 LevelPortfolio P&LS&P 500 ReturnYou vs S&POps
🏆 Leaderboard
Rank Player Portfolio Return Total P&L Win Rate Portfolio Value Badge Last Updated
How the Leaderboard Works
📊 Ranking Metric
Players are ranked by Portfolio Return % — your total P&L divided by your starting capital. This levels the playing field regardless of how much you invest.
🔒 Privacy First
Participation is opt-in only. Enable sharing in Settings → Leaderboard. You control your display name — your real name is never shared.
🏅 Badges
Earn badges based on your return: Rookie (0–5%), Apprentice (5–15%), Pro (15–30%), Expert (30–50%), Legend (50%+). Beat the S&P 500 to earn the ⚡ Market Beater badge.
⚡ Coming Soon
Weekly/monthly leaderboards, sector-specific rankings, and a "Beat the Market" challenge. Backend connection required — check Settings for status.
🎓 Education & AI Analysis
🤖 AI Market Intelligence — Real-time technical analysis for every stock you're watching or holding. The AI monitors price action, RSI, moving averages, and your position performance to surface personalized insights. For educational purposes only — not financial advice.
⚙️ Settings
Portfolio Configuration
Your Name
Personalizes your dashboard greeting
Starting Capital ($)
Your initial investment amount
Finnhub API Key
Free key at finnhub.io — live prices, daily % change & real news headlines
Auto-refresh prices
Silently update prices every 5 min while app is open (uses Finnhub key above)
👤 Account
Username
Cannot be changed after account creation
Display Name
Shown on leaderboard and in the app
Change Password
Delete Account
Deletes account and all investment data
🏆 Leaderboard
Display Name
Name shown on the leaderboard (never your real name)
Opt In to Leaderboard
Share your P&L % with other players (requires backend)
Backend Status
Real-time connection to the leaderboard server
Not Connected
Data Management
Export Data
Download backup as JSON file
Import Data
Restore from a previous backup
Reset Everything
Deletes all data — cannot be undone!
About InvestIQ

InvestIQ is a personal investment tracker built for teens learning to invest responsibly. All your data is stored locally on your device only — nothing is ever sent to a server.

Tip: Get a free Finnhub API key at finnhub.io/register (takes 1 min) — it unlocks live price updates, daily % change, and real news headlines for all your tickers.