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Track Your Investment Portfolio

Add your brokerage accounts in Violet Codex, manage holdings with live pricing, track every trade's profit or loss, and organize your portfolio by category. You can also import your entire trade history from Robinhood using our free CSV parser.

What you'll learn

  • Add multiple taxable brokerage accounts
  • Manage stock holdings with shares, cost basis, and price targets
  • View portfolio metrics — value, P/L, allocation, and growth over time
  • Log trades and track win rate, average profit, and total gains
  • Add options positions with strike prices and expirations
  • Import trade history from Robinhood or manually
  • Categorize holdings for a structured portfolio view

Step 1: Add a Brokerage Account

Navigate to Brokerages and click Add Account. Name it after your broker (e.g., "Fidelity Taxable" or "Schwab Trading"). Each account tracks its own holdings, trades, and performance independently.

Step 2: Add Holdings

Add your stock positions with ticker symbol, number of shares, and cost basis. Live prices update automatically if you have API keys configured. Set price targets and categorize holdings by type (Growth, Value, Dividend, Speculative).

Step 3: Log Trades and Track P/L

Every buy and sell gets logged in your trade history. The app calculates realized P/L using FIFO accounting, tracks your win rate, and shows average profit per trade. This is the same accounting used by our Robinhood CSV Parser.

Step 4: Import from Robinhood

Export your Robinhood trade history as CSV, parse it with our free tool, then import the clean data directly into Violet Codex. Years of trades imported in one click.

Also see: Stay on Track for the Long Game for retirement accounts. Read Get Rich Fast and For Sure for the investing philosophy behind the portfolio structure.