Title: Stock Portfolio
Author: aguadavid
Published: <strong>November 11, 2017</strong>
Last modified: June 21, 2022

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![](https://ps.w.org/stock-portfolio/assets/banner-772x250.png?rev=1764062)

This plugin **hasn’t been tested with the latest 3 major releases of WordPress**.
It may no longer be maintained or supported and may have compatibility issues when
used with more recent versions of WordPress.

![](https://ps.w.org/stock-portfolio/assets/icon-128x128.png?rev=1763986)

# Stock Portfolio

 By [aguadavid](https://profiles.wordpress.org/aguadavid/)

[Download](https://downloads.wordpress.org/plugin/stock-portfolio.1.2.3.zip)

 * [Details](https://vec.wordpress.org/plugins/stock-portfolio/#description)
 * [Reviews](https://vec.wordpress.org/plugins/stock-portfolio/#reviews)
 *  [Installation](https://vec.wordpress.org/plugins/stock-portfolio/#installation)
 * [Development](https://vec.wordpress.org/plugins/stock-portfolio/#developers)

 [Support](https://wordpress.org/support/plugin/stock-portfolio/)

## Description

This plugin allows you to track the performance of up to 12 positions in percentage
terms. In addition to tickers and cost basis, you can also provide a custom URL 
for each position and a title for the widget. Finally, you can decide to track the
month the trade was entered, as we do with our 821 model trade, or to display the
cost basis instead.

Although, built to “scratch my own itch”, I hope some of you will find this plug-
in useful as well!

### Disclaimer

DIY Investor assumes no responsibility or liability for your trading and investment
results.

All information provided is based on data whose accuracy is deemed reliable, but
is not guaranteed.

In addition, all information is provided for information and educational purposes
only and should not be construed as investment advice.

## Screenshots

 * [[
 * Stock Portfolio
 * [[
 * Settings

## Installation

Upload `stock_portfolio` to the `/wp-content/plugins/` directory or activate the
plugin through the ‘Plugins’ menu in WordPress

## FAQ

### What do I put in the “Alpha Vantage API Key” field?

Go to https://www.alphavantage.co/ to get your free API key.

## Reviews

![](https://secure.gravatar.com/avatar/ecb1939352a84ac273e12424cf823eea9b9eff4fff34e3508df1f2d1d2e9df63?
s=60&d=retro&r=g)

### 󠀁[Good, but not perfect](https://wordpress.org/support/topic/good-but-not-perfect-26/)󠁿

 [kremat0r](https://profiles.wordpress.org/kremat0r/) August 9, 2019

Hi, I tested for one day and I have a problem with refreshing. sometimes I need 
to refresh page few times to see the quotes. Second, we need definitely more lines,
around 35 should be good. Third- Can we change “cost” to AvgPx (average price)? 
Thanks

 [ Read all 1 review ](https://wordpress.org/support/plugin/stock-portfolio/reviews/)

## Contributors & Developers

“Stock Portfolio” is open source software. The following people have contributed
to this plugin.

Contributors

 *   [ aguadavid ](https://profiles.wordpress.org/aguadavid/)

[Translate “Stock Portfolio” into your language.](https://translate.wordpress.org/projects/wp-plugins/stock-portfolio)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/stock-portfolio/), 
check out the [SVN repository](https://plugins.svn.wordpress.org/stock-portfolio/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/stock-portfolio/)
by [RSS](https://plugins.trac.wordpress.org/log/stock-portfolio/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.2

 * Updated deprecated jQuery event shorthand

#### 1.1

 * Changed provider to Alpha Vantage (https://www.alphavantage.co/)

#### 1.0

 * Initial release

## Meta

 *  Version **1.2.3**
 *  Last updated **4 years ago**
 *  Active installations **40+**
 *  WordPress version ** 4.0 or higher **
 *  Tested up to **6.0.11**
 *  Language
 * [English (US)](https://wordpress.org/plugins/stock-portfolio/)
 * Tags
 * [market](https://vec.wordpress.org/plugins/tags/market/)[money](https://vec.wordpress.org/plugins/tags/money/)
   [stock quotes](https://vec.wordpress.org/plugins/tags/stock-quotes/)[stocks](https://vec.wordpress.org/plugins/tags/stocks/)
 *  [Advanced View](https://vec.wordpress.org/plugins/stock-portfolio/advanced/)

## Ratings

 5 out of 5 stars.

 *  [  1 5-star review     ](https://wordpress.org/support/plugin/stock-portfolio/reviews/?filter=5)
 *  [  0 4-star reviews     ](https://wordpress.org/support/plugin/stock-portfolio/reviews/?filter=4)
 *  [  0 3-star reviews     ](https://wordpress.org/support/plugin/stock-portfolio/reviews/?filter=3)
 *  [  0 2-star reviews     ](https://wordpress.org/support/plugin/stock-portfolio/reviews/?filter=2)
 *  [  0 1-star reviews     ](https://wordpress.org/support/plugin/stock-portfolio/reviews/?filter=1)

[Your review](https://wordpress.org/support/plugin/stock-portfolio/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/stock-portfolio/reviews/)

## Contributors

 *   [ aguadavid ](https://profiles.wordpress.org/aguadavid/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/stock-portfolio/)

## Donate

Would you like to support the advancement of this plugin?

 [ Donate to this plugin ](https://www.paypal.me/DIYInvestor)