Bring your stocks together in one dashboard. Positions, average price, composition, returns, and realized profit — side by side with Visno's indicators.
Tracking an investment portfolio means keeping, in one place, what assets you own, how much you paid for them, how they're performing, and how much you've already received in dividends. Without that, it's easy to lose track of each asset's real average price and of your overall returns.
Visno Portfolio automates that tracking: based on your buys and sells, it calculates average price, current position, composition by sector, and returns — the same data you already use in the rankings and in the screener now applied to your own portfolio.
See each stock with average price, current quote, unrealized profit/loss, portfolio weight, and dividend yield — all recalculated from your transactions.
| Asset | Avg. price | P/L |
|---|---|---|
| ITUB4 | R$28.10 | +14.2% |
| PETR4 | R$32.40 | +8.7% |
| WEGE3 | R$36.50 | -2.1% |
Understand how your portfolio is distributed across three views — by asset, by sector, and by subsector — using Visno's own sector taxonomy.
Track your equity's evolution over time and returns calculated by time-weighted return (TWR) and money-weighted return (MWR).
When you log a sale, the portfolio automatically calculates realized profit, and adds up dividends received based on distributions reported to the CVM.
Create as many portfolios as you want, from scratch and at no cost.
Add buys and sells by ticker, or import everything at once via CSV.
Positions, composition, returns, realized profit, and dividends, all updated automatically.
Create your free account and start tracking everything with the same B3 and CVM data you trust.
Yes. The Portfolio feature is 100% free. You can create multiple portfolios, log your transactions, and track positions, returns, realized profit, and dividends at no cost. A free account is required to keep your data saved and private.
In this version, the Portfolio tracks stocks listed on B3. You log your buys and sells by ticker, and the portfolio automatically calculates average price, current position, composition by sector and subsector, returns, and realized profit.
You can add each buy and sell manually by ticker, entering the date, quantity, and price, or import your entire history at once via a CSV file.
The portfolio shows equity evolution over time and returns calculated by time-weighted return (TWR) and money-weighted return (MWR), plus realized profit computed from your sales and dividends received.
Yes. Your portfolio data is private and tied exclusively to your account. No one else has access to your positions and transactions.
The most accurate way is to use methods like TWR (time-weighted return) and MWR (money-weighted return), which account for contributions and withdrawals over the period. Doing this by hand in a spreadsheet is tedious; Visno Portfolio calculates both automatically from your transactions. Learn more about profitability indicators on the blog.
A dividend portfolio brings together stocks of companies with a consistent history of distributing earnings. You can use the highest dividend yield ranking to find candidates and, after buying, track the dividends received per asset directly in your portfolio. You can use the highest dividend yield ranking to find candidates.
Visno Portfolio is a web app that works in the browser on any device, including phones and tablets, with nothing to download. Access visnoinvest.com from your smartphone's browser and use every feature normally.
Spreadsheets work for a handful of transactions, but require manually updating quotes, dividends, and average-price calculations. An app like Visno Portfolio updates that data automatically and already calculates composition and returns, reducing errors and saving time.
The average price is the weighted average cost of all purchases of an asset, accounting for the quantity and price of each transaction. As you log your buys and sells in Visno Portfolio, each ticker's average price is automatically recalculated with every new transaction.