I created an account in Google Finance to allow the beneficiaries to see how their stocks are performing and get an integrated view of news on their stocks. It includes the purchase price for each of the stocks so that it shows gains or losses overall as well as gains in the current day.
This is the view of the “apps” under google and the green Finance one on the lower right brings up this application. You need to sign in with a name and password (which you can then save) in order to reach it.
Here is a view of Portfolio 5 with a view of the stocks. you can see the name, ticker symbol, last price, shares, cost basis, today’s return, and overall return. This is under the “performance” tab. You can also see news for the portfolio below; this is useful because if there is a major story that is impacting the price of your stock you can just go into the story directly from this page.
Another useful view is the “fundamentals” view. This view shows the market cap (value of all the outstanding stock), the 52 week high and low stock price, EPS or “earnings per share”, and the P/E ratio which is the price to earnings ratio. Beta is an indication of risk vs. the market.
Hopefully this allows for the beneficiaries to watch their portfolios and learn about their stocks.