08 · FINLive✦ AI
See if your portfolio is on track.
Add positions across equities, ETFs, bonds, crypto, and cash, then see real P&L, allocation, and concentration risk.
6 asset classes. Real P&L by position. No brokerage login needed.
Free · Every tool unlocked · No card
Every holding, with cost basis and current value.
Stocks, ETFs, bonds, crypto · any asset class, any currency.
See your real allocation. Spot drift early.
§ How it works
01Add your positions
Enter each holding: name, optional ticker, shares, average cost price, and current market price. Takes 30 seconds per position.
02See 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.
03Get 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.
Most portfolio trackers want your brokerage login. This one only asks what you already know.
§ Related tools · these read this one, and this one reads them
06 · FIN
Net Worth + FIRE Planner
Know your number, when you hit it, what changes if you save more, when you can coast, and whether debt comes first. 4 AI actions, one snapshot.
Open →§ Try it yourself · no signup, just play
Use Investment Portfolio Tracker right here. No signup, no card.
Like it? Save your work and get the AI Coach.
Sign up free§ Frequently asked
Do I need to connect my brokerage?
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.
How do I update current prices?
Each position has an inline price field on the Holdings tab. Tap the number, type the current price, and all calculations update instantly. You can update prices whenever you check the market.
What's the difference between cost price and current price?
Cost price (also called cost basis or average cost) is what you paid per share when you bought. Current price is today's market price. The P&L is: (current price − cost price) × shares. If you bought in multiple tranches, enter the weighted average cost.
Will my portfolio be saved?
Yes: all positions save automatically to your browser's localStorage. Blacknave subscribers get cross-device sync so your portfolio carries across devices.
Can I track multiple accounts or portfolios?
The tracker shows one consolidated portfolio. If you have separate accounts (e.g. ISA + SIPP, or Roth IRA + taxable), you can enter all positions together to see your total allocation: which is the most useful view for rebalancing decisions.