7 Account Types
Cash, investments, pensions, real estate, crypto, alternatives and debt. Each type has tailored fields for accurate tracking.
Free feature
Your Finances, All in One Place
Track stocks, ETFs, crypto, pensions, real estate and more - with automatic price updates, multi-currency support and portfolio snapshots. See your complete net worth at a glance.
Net worth $127,450
Investments$82,300
Pension$31,200
Cash$13,950
Total gains+$12,840 · 11.2%
What you get
Everything you need to track your wealth
Every asset class, every currency, one running total.
Automatic Prices
Prices for stocks, ETFs and crypto are fetched automatically whenever you open your portfolio, and refreshed daily on the server. No manual updates.
Multi-Currency
Hold assets in 27 currencies. Your total converts to your base currency with exchange rates that update daily.
Gains & Cost Basis
See unrealized gains per position. Track cost basis across 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 it works
From first account to full picture
Add what you own and the numbers keep themselves current.
1
Create an account
Sign up free with just an email and password. Add your first account - investment, cash, pension or any other type.
2
Add your holdings
Search for stocks, ETFs or crypto by ticker, or import positions from a CSV or Excel file. Enter cost basis and quantity.
3
Watch it update
Prices refresh automatically every time you open your portfolio. See your gains, losses and total value without touching a spreadsheet.
4
Track over time
Weekly snapshots build your balance history. See how your net worth evolves week by week.
All your accounts
Track investments across multiple brokers in one place
Your wealth does not live at one broker. Your tracker should not either.
One account per broker
Create a separate investment account for each broker or platform you use, with no cap on how many you add. Each keeps its own positions, currency and history; the dashboard adds them all up.
Stocks from 53+ exchanges
Tickers are supported across US, European and Asian exchanges, from NYSE and NASDAQ to London, Frankfurt, Paris, Tokyo and Hong Kong. Pick the exchange and prices resolve automatically.
CSV and Excel import
Moving in from a spreadsheet or a broker export? Import balance history, expenses and buy/sell transactions from CSV, TSV or Excel files instead of retyping them.
Any currency
Track your net worth in multiple currencies
Accounts in dollars, euros and francs, one honest total.
27 currencies
Every account and position carries its own currency - USD, EUR, GBP, CHF, JPY and 22 more. No forcing your Swiss pension into dollars just to record it.
One base currency
Choose your preferred currency and see your entire net worth converted into it. Change it any time; the underlying amounts stay in their original currency.
Rates updated daily
Exchange rates refresh once a day from a public rate source, so your converted total stays honest without you ever entering a rate by hand.
Who it's for
Built for the whole picture
Active Investors
Track individual stocks and ETFs with automatic 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 markets.
Net Worth Trackers
Combine investments, real estate, cash and debt for a complete picture of your total net worth.
Privacy first
A portfolio tracker without bank connection
No linking, no screen-scraping, no bank credentials. That is a feature, not a gap.
Nothing to connect
You enter your holdings yourself or import a file. The tracker never asks for your bank login, broker credentials or read access to any financial account, because it has no connection to ask for.
Minimal data, isolated by design
Signup needs an email address and a password, nothing else. Your portfolio rows are protected by database row-level security, so they are readable by your account only.
Leave whenever you want
Try the demo portfolio without creating an account. If you sign up and change your mind, delete your account and its data yourself from your profile, no support ticket needed.
Why not a spreadsheet?
Free portfolio tracker vs a spreadsheet
A spreadsheet can track a portfolio. Here is what it will not do for you.
The spreadsheet
Prices go stale unless you update them or maintain fragile lookup formulas. Exchange rates are whatever you last typed. History only exists if you remember to copy a row every week, and one broken cell silently corrupts your net worth.
The tracker
Prices and exchange rates update themselves, snapshots record your history automatically, gains and cost basis are computed per position, and allocation charts come free. You keep the control of manual entry without the maintenance.
Want more power?
Premium goes deeper
Premium unlocks daily snapshots, unlimited history, dividend analysis, ETF overlap detection, sector & geographic breakdowns, and the Paycheck Advisor.
Frequently asked questions
Is the portfolio tracker really free?+
Yes. The free plan includes as many accounts and positions as you need, automatic prices, multi-currency support, weekly snapshots and the last 30 days of balance history, free forever and with no credit card required. Premium adds daily snapshots, unlimited history and advanced analytics like dividend analysis and ETF overlap detection.
Do I have to connect my bank or broker?+
No, and you cannot even if you wanted to: there is no bank or broker connection in the product. You add holdings manually or import them from a CSV or Excel file. Nothing ever has access to your real accounts, which also means the tracker works with any broker, bank or pension provider in the world.
Is it safe to enter my portfolio?+
Signup requires only an email address and a password, so the tracker never knows your identity beyond that. Portfolio data is stored per user and protected by database row-level security, meaning your rows are readable by your account only. You can delete your account and all its data yourself at any time.
Can I track accounts at multiple brokers?+
Yes. Create one investment account per broker or platform, each with its own currency, positions and transactions. There is no cap on the number of accounts, and your dashboard combines them into a single net worth and allocation view.
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 so the numbers stay accurate.
How are stock prices updated?+
Automatically, in two layers: when you open your portfolio, current prices for your stocks, ETFs and crypto are fetched from market data sources and cached for about ten minutes; on top of that, a daily server-side refresh updates every tracked security after US market close. Tickers from 53+ exchanges worldwide are supported.
Does it support multiple currencies?+
Yes. Accounts and positions can be held in 27 currencies, and your total portfolio converts to the base currency you choose using exchange rates that are refreshed daily - ideal for internationally diversified portfolios.
Can I import my portfolio from a spreadsheet?+
Yes. You can import balance history, expenses and investment buy/sell transactions from CSV, TSV or Excel files. Positions are matched by ticker or ISIN, so a broker export or your old spreadsheet usually loads in with little cleanup.
How do snapshots work?+
A weekly snapshot automatically captures your portfolio value by account type and currency. Over time this builds a history of your net worth. On the free plan you see the last 30 days of that history; Premium unlocks the full history plus daily snapshots for finer detail.
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.
Can I try it without creating an account?+
Yes. The public demo portfolio shows the full tracker with a realistic sample portfolio, no signup and no email required. If you like what you see, creating a free account takes under a minute.
Ready to track your wealth?
See your complete financial picture - every account, in one place.
Free forever for basic features
Portfolio figures shown are illustrative. Basic portfolio tracking is free; advanced analytics are part of Premium. Nothing here is financial advice.