BMarker
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See what your portfolio is doing.

BMarker turns your trades and brokerage exports into a clear view of holdings, returns, risk, and performance against a benchmark. Keep it private or share the report you want others to see.

Open BMarkerView demo portfolio

  • Import & reviewBring in broker activity and fix exceptions

  • Holdings & performanceKnow what you own and how it is doing

  • Share pagesShow the results you choose

A clearer portfolio view

Know what you own and how it is performing.

Bring together trades from your broker and your own records. BMarker keeps holdings, returns, and reports aligned so you can spend less time reconciling and more time understanding your portfolio.

Primary PortfolioTransactions
Private
fidelity-brokerage.csv12 rows detected
Reviewing drafts
  • 9ready
  • 2need attention
  • 1already saved
Example imported transactions awaiting review
DateTickerActionSharesPriceReview
Jan 05, 2026AAPLBUY12.5$267.26Ready
Feb 11, 2026NVDABUY8—Check price
Mar 02, 2026AAPLSELL3$264.72Already saved

Changes remain drafts until you save them.

Save 9 ready rows
  1. 01

    Bring it together

    Start with the history you already have.

    Add trades manually, including fractional shares and fees, or import Fidelity and Schwab CSVs.

    • Shares or dollars
    • Manual or CSV
  2. 02

    Stay accurate

    Catch missing details before they affect your view.

    Missing fields and possible duplicates are called out clearly, so you can fix them before they change your holdings or performance.

  3. 03

    See the difference

    Use the same history everywhere.

    Your trades become the foundation for holdings, returns, benchmark comparisons, and the reports you choose to share.

    Open the transaction workspace

The answers you want from your portfolio.

How did I do? What did risk cost me? How much came from the benchmark? BMarker puts those answers in one report.

  1. 01

    Know your return

    See daily, cumulative, calendar, and period returns in one view.

  2. 02

    Put results in context

    Compare performance with a benchmark and account for cash moving in and out.

  3. 03

    See the downside

    Understand volatility, drawdowns, risk-adjusted returns, and relative performance.

  4. 04

    Understand what you own

    Track position weights and retained cash as your portfolio changes over time.

Choose what appears on each share page.

Create a page for one or more portfolios and decide exactly what people see: balances, holdings, trades, notes, branding, and analysis.

Configure publishingView demo portfolio
  • Share the portfolios that matter.

    Show one portfolio, several portfolios, or a live aggregate.

  • Protect account details.

    Show growth and return percentages without exposing dollar balances or position sizes.

  • Stay in control.

    Create memorable links, then revoke access whenever you want.

Make your portfolio easier to understand.

Bring in a few trades or a brokerage export and get a clearer picture of returns and risk.

Open BMarker