Holdings · Allocation · P&L · AI Coach
✦ AIYour Portfolio. All in One Place.
Add positions across equities, ETFs, bonds, crypto, and cash. Update prices manually — no API keys, no accounts, no data subscriptions. See your P&L by position, allocation by asset class, and get an AI brief on concentration risk and your next rebalancing move.
From $9/month
All 20 products included
6 asset classes · Real P&L · AI portfolio assessment
Most portfolio trackers require brokerage logins, API access, or subscriptions. This one requires only what you know: the positions you hold and what they're trading at.
Built for you if…
You have investments spread across multiple brokers and want one clean view
You want to track P&L without giving any app access to your brokerage accounts
You're building a long-term portfolio and want to understand your asset allocation
You want to know if you're over-concentrated in any single stock or asset class
You want AI to tell you your biggest risk and what to rebalance
Sound familiar?
Most people hit at least three of these before they realise what's missing.
Fragmented portfolio view means missed concentration risk.
When holdings are across multiple brokers, it's easy to be 40% in one stock without realising it. A single consolidated view shows concentration before it becomes a problem.
Most trackers want brokerage access. That's a security risk.
API-linked trackers require read access to your accounts. Manual entry means zero exposure. You see your P&L without any third-party having access to your positions.
Asset allocation drifts silently over time.
A target of 60% equities / 30% bonds / 10% cash shifts as markets move. Without tracking, you only notice the drift when it's already significant. Allocation view shows it immediately.
Knowing which positions to rebalance requires seeing all of them.
Rebalancing decisions need a portfolio-level view. Without one, you're making individual position decisions without seeing the full picture.
How it works
Add your positions
Enter each holding: name, optional ticker, shares, average cost price, and current market price. Takes 30 seconds per position.
See allocation and P&L
Holdings tab shows total portfolio value, total return, and individual P&L. Allocation tab shows breakdown by asset class with concentration notes.
Get an AI portfolio assessment
AI Coach reads your full portfolio — positions, allocation, P&L — and returns a 4-section brief: diversification, biggest risk, rebalancing action, and quick win.
Preview
A sneak peek at the interface. Subscribe to unlock the full interactive tool.
Investment Portfolio Tracker
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What you get
Included in all subscription plans. Subscribe once, access all 20 products.
Multi-asset class tracking6 classes
Equities, ETFs/Index funds, bonds, crypto, cash, and alternatives — all in one view.
Real-time P&L calculationPer position
Shows cost basis, current value, absolute P&L, and percentage return for every position.
Allocation breakdownBy asset class
Visual bar chart of your portfolio weight per asset class with concentration assessment.
Performance rankingBest to worst
Performance tab sorts positions by return percentage so you see winners and losers at a glance.
5 currenciesUSD GBP EUR AUD CAD
Switch currency to match your market. All calculations update instantly.
AI portfolio assessment4-section brief
Reads allocation, P&L, and concentration. Returns: diversification, biggest risk, rebalancing action, quick win.
Most portfolio trackers require brokerage logins, API access, or subscriptions. This one requires only what you know: the positions you hold and what they're trading at.
Subscribe and unlock all 20 products — fitness, finance, career, and lifestyle tools — synced across every device.
Subscribe from $9/month →Cancel anytime · All 20 products included · Progress synced
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Frequently asked
No — and that's the point. You enter positions manually: name, shares, cost price, current price. No API keys, no login access, no third-party data. Your holdings stay on your device.
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Included in all plans · From $9/month
Manual price entry. Real P&L. No live feeds needed.
Subscribe and access all 20 tools — fitness, finance, career, and lifestyle. Progress synced across every device.
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