Portfolio tracker — stay updated on your investments automatically

What can the portfolio tracker do for you?

With the portfolio tracker, you can keep an eye on all your investments in one place without manual effort. It gathers updates from various sources, summarizes changes, and sends you tailored alerts or reports. That means you’ll never miss a market move and can make more informed decisions, faster.

How does it track all your assets?

Instantly connect your brokerage accounts or enter assets manually — the system pulls real-time data from multiple sources. Holdings, stock movements, and other asset changes are tracked in the background, so you can get the full picture of your portfolio without constantly checking various apps or sites.

Will I get notified about important changes?

Yes — you’ll receive hands-free alerts on price swings or important updates, tailored to your preferences. Summaries or in-depth reports are sent out on a schedule you set, keeping you in the loop with no extra work on your end.

How do I set up the portfolio tracker?

Getting started is simple. All you need is a list of assets or login to your brokerage platform. Add your holdings, configure how often you want updates, and choose your notification channel. The portfolio tracker then takes care of the rest in the background.