Realized

Stock portfolio management gets real

Maintain your privacy

Realized works without a need for any of your sensitive brokerage account info

Create portfolios in Realized

Just like your brokerage account, you associate each of your stock trades with a Realized portfolio.

You can name your portfolios any way you like. To maintain your privacy, Realized works without requiring any of your personal or financial account info.

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Import your historical stock trades

After you obtain you trade history from your brokerage, save your trade history on your computer in a .csv (comma separated values) file format, using a spreadsheet template.

Realized will read any trade history file that you choose to upload. Again, you need not disclose any account numbers or passwords from your actual brokerage accounts.