Know exactly what to do with your investments
PortfolioHQ tracks your holdings against Warren Buffett's Berkshire Hathaway portfolio — showing you precisely which stocks to add, reduce, or hold, and by exactly how much.
| Holding | P&L | vs Target | Action |
|---|---|---|---|
| AAPLApple Inc | +40.6% | +2.1% | ✓ Hold |
| BACBank of America | +18.4% | +4.8% | ▼ Reduce $1,928 |
| KOCoca-Cola Co | +12.3% | +9.2% | ▼ Reduce $4,888 |
| OXYOccidental Petroleum | +6.1% | -5.4% | ▲ Add $1,032 |
| CVXChevron Corp | +20.7% | -2.3% | ▲ Add $874 |
Up and running in 3 minutes
No spreadsheets. No confusing finance jargon. Just clear, actionable guidance.
Upload your holdings
Download your holdings CSV from your broker (Alpaca, Interactive Brokers, Schwab, etc.) and upload it directly — or paste your positions manually in a simple format.
We analyse against Berkshire
Your portfolio is instantly compared to Warren Buffett's most recent 13F filing. You see every position's target weight, your current weight, and the exact gap.
Get clear actions
No guessing. You get a plain-English list: “Add $1,032 to OXY” or “Reduce KO by $4,888” — updated whenever you refresh. You decide what to act on.
Everything you need, nothing you don't
Designed for investors who want clarity, not complexity.
Live portfolio dashboard
See your full portfolio at a glance — market value, gain/loss per position, and your allocation versus the benchmark target, all in one place.
Exact rebalance amounts
Not just percentages — actual dollar amounts. “Add $874 to OXY” is far more useful than “you’re 2.3% underweight.”
One-click price refresh
Prices update instantly from live market data. Your gain/loss totals, sector breakdowns, and rebalance amounts all recalculate automatically.
Sector breakdown
See exactly how much you hold across Technology, Financials, Energy, Consumer Staples, and every other sector — so you understand your real exposure.
Easy broker import
Works with any broker that exports CSV. Alpaca, INDmoney, Interactive Brokers, Schwab, and more. Or paste manually — whichever is easier.
Your data stays private
Your portfolio data is encrypted and never sold, shared, or used for advertising. It belongs to you — we are a subscription service, not a data business.
One plan. One price. No surprises.
We believe great investment tools should be affordable for everyone — not just hedge funds.
Annual Membership
- ✓ Full portfolio dashboard with live prices
- ✓ Comparison against Buffett's Berkshire 13F portfolio
- ✓ Exact rebalance amounts in dollars
- ✓ Sector breakdown across your holdings
- ✓ Upload from any broker (CSV or manual)
- ✓ Unlimited portfolio refreshes
- ✓ Priority email support
- ✓ All future features included
Secure payment via Stripe. Cancel any time. No questions asked.
What our members say
Real members, real results.
“I've been investing for 20 years and this is the clearest portfolio tool I've used. I stopped guessing what to rebalance and just follow the numbers. Worth every penny.”
“The rebalance panel is brilliant. It tells me exactly how much to add or reduce — in dollars, not confusing percentages. I acted on it last month and it paid off immediately.”
“At $5 a year I thought it couldn't be good. I was wrong. The live dashboard has completely changed how I track my portfolio. I check it every morning with my coffee.”