Goportfoliocloud

GoPortfolio brings portfolio tracking, trade history, performance analysis, and retirement forecasting into one workspace. Start by uploading broker statements as PDF or CSV; its AI importer parses transactions and places every row into a draft review step, where you can edit, remove, or approve entries before they are committed. You can also add trades manually. The portfolio dashboard combines live prices, current value, total gain, average purchase price, and per-ticker performance with allocation and gain breakdowns. The Statistics area calculates annual ROI while accounting for new capital, adjusts returns for inflation, and compares results with live S&P 500 data. For planning, enter monthly savings, an expected return, and a target retirement age to model conservative, user-defined, and S&P 500 scenarios, then simulate monthly withdrawals and when funds may run out. A stock screener filters companies by sector, country, exchange, and fundamental indicators, while watchlists support price alerts and custom buy or sell conditions. Transaction history and portfolio data can be exported to CSV, Excel, or PDF. It suits people who want a clear, reviewable way to manage investments and explore long-term plans.