Your Finances, All in One Place
Track stocks, ETFs, crypto, pensions, real estate, and more — with real-time prices, multi-currency support, and automated snapshots. See your complete net worth at a glance.
Everything You Need to Track Your Wealth
7 Account Types
Cash, investments, pensions, crypto, real estate, alternatives, and debt. Each type has tailored fields for accurate tracking.
Real-Time Prices
Automatic price fetching for stocks, ETFs, and crypto via Yahoo Finance. Your portfolio value stays current throughout the day.
Multi-Currency
Hold assets in any currency. Total portfolio value converts to your base currency with live exchange rates.
Gains & Cost Basis
See unrealized gains per position. Track cost basis across multiple transactions and know exactly how each holding performs.
Portfolio Snapshots
Weekly automated snapshots track your portfolio over time. View balance history and watch your net worth evolve.
Asset Distribution
Visualize how your wealth is distributed across account types. Understand your allocation at a glance.
How Portfolio Tracking Works
Create an Account
Sign up for free. Add your first portfolio account — investment, cash, pension, or any other type.
Add Your Holdings
Search for stocks, ETFs, or crypto by ticker. Enter your positions with cost basis and quantity.
Watch It Update
Prices refresh automatically. See your gains, losses, and total portfolio value update in real time.
Track Over Time
Weekly snapshots build your balance history. See how your net worth evolves week by week.
Perfect For
Active Investors
Track individual stocks and ETFs with real-time prices, cost basis, and gain/loss per position.
Retirement Planners
Monitor pensions, 401(k)s, and IRAs alongside other assets. See your complete retirement picture.
Global Investors
Multi-currency support for internationally diversified portfolios. Track assets across different markets.
Net Worth Trackers
Combine investments, real estate, cash, and debt for a complete picture of your total net worth.
Want More Power?
Premium unlocks daily snapshots, unlimited history, dividend analysis, ETF overlap detection, sector & geographic breakdown, and the Paycheck Advisor.
View Premium PlansFrequently Asked Questions
Is portfolio tracking free?
Yes. Basic portfolio tracking is completely free — track multiple accounts, get real-time prices, and view weekly snapshots. Premium adds daily snapshots, unlimited history, and advanced analytics.
What asset types can I track?
Cash accounts, investment accounts (stocks, ETFs, mutual funds), pensions, cryptocurrency, real estate, alternative investments, and debt. Each type has tailored fields.
How are stock prices updated?
Prices are fetched automatically from Yahoo Finance for stocks, ETFs, and crypto. Your portfolio value updates throughout the day with live market data.
Does it support multiple currencies?
Yes. Hold assets in different currencies and see your total portfolio value converted to your base currency using live exchange rates.
How do snapshots work?
A weekly snapshot automatically captures your portfolio value. Over time, this builds a history so you can see how your net worth has changed. Premium users get daily snapshots.
Can I track transactions?
Yes. Record buy and sell transactions for each position. The system tracks your cost basis and calculates unrealized gains and losses automatically.
Ready to Track Your Wealth?
Join users who track their complete financial picture in one place.
Free forever for basic features.