Portfolio Tracker — track your investments on autopilot

How does the portfolio tracker manage your investments?

The portfolio tracker brings hands-free organization and real-time performance monitoring to your stock investments. It automatically tracks all your buy and sell transactions, keeps a precise record of your holdings, and calculates up-to-the-minute profit and loss—all in one place. With powerful automation, you never have to manually update your portfolio or run the numbers yourself. Instead, you get instant insight into how your investments are performing, and can focus on making decisions, not managing spreadsheets.

Can I monitor profit and loss instantly?

Yes—your profit and loss metrics update automatically whenever you add a new trade. The tracker recalculates your current positions, total returns, and overall performance, so you’re always working with the latest figures. You’ll know exactly where you stand after each buy or sell, without lifting a finger.

What transactions can I track?

You can track every buy and sell for any stock in your portfolio. Simply log each trade, and the tracker updates your records, holding summaries, and realized or unrealized gains with zero manual effort required. You’ll never lose track of your trading history or forget your cost basis again.

How do I get set up with the portfolio tracker?

Getting started is easy. You trigger the portfolio tracker either by schedule or whenever you have a new transaction. All you need is your trading activity and access to the app—no technical integrations necessary. It keeps your investment data secure, organized, and instantly accessible, so you’re always in control of your portfolio.