Your Portfolio Deserves Smarter Than a Spreadsheet.
Three AI models analyze your holdings in parallel. See exactly what to buy, sell, and hold — with tax-optimized rebalancing plans you can execute in minutes.
Everything You Need to Invest Smarter
Start with powerful free tools, then unlock AI-powered analysis when you're ready to level up.
Free Features
Portfolio Tracking
See your real portfolio performance at a glance. Automatic price updates, allocation breakdown, and trend sparklines.
Strategy Comparison
Compare your portfolio against proven investment strategies. See where you're winning and where you're leaving money on the table.
Multi-Asset Support
Stocks, ETFs, crypto — track everything in one place. Real-time prices across all asset classes.
Unlock with Pro
Multi-Model AI Consensus
Three AI models analyze your portfolio simultaneously. When GPT, Claude, and Gemini agree, you know you've found a strong signal.
Conversational Refinement
Tell the AI 'I can't sell my company stock' and watch it recalculate everything around your constraints. Like having a financial advisor on call.
Tax-Loss Harvesting
AI identifies unrealized losses you can harvest while maintaining your target allocation. Users have found $8,000+ in tax savings.
Dividend Income Projections
See your future passive income, month by month. Track yields, payout history, and growing income streams.
Actionable Rebalancing Plans
No more guessing. Get exact share quantities to buy and sell, with tax implications calculated for each trade.
Bring Your Own AI
Use your own API keys. Choose your preferred models. Your data, your control, your cost savings.
See It in Action
Explore what your dashboard looks like with real portfolio data. Three AI models working together to optimize your investments.
How It Works
From portfolio upload to AI-powered recommendations in minutes.
Import
Add your holdings manually or upload a CSV. Connect multiple accounts and brokerages in one place.
Analyze
Three AI models work in parallel. Get consensus recommendations, tax-loss harvesting opportunities, and rebalancing plans.
Execute
Review the plan, export trade orders, and track your progress over time. Refine through conversation whenever you need.
Simple, Transparent Pricing
Start free, upgrade when you're ready. No surprises, no hidden fees.
Free
Perfect for getting started
- 1 portfolio
- 1 account per portfolio
- Manual entry
- Basic performance tracking
- 1 strategy comparison
- Basic allocation charts
Pro
Billed $149/year
For serious investors
- Everything in Free, plus:
- Unlimited portfolios & accounts
- CSV import
- Multi-model AI analysis (3 models)
- Conversational AI refinement
- Tax-loss harvesting engine
- Dividend tracking & projections
- Full strategy engine (5+ strategies)
- Advanced analytics & fundamentals
- Actionable rebalancing plans
- Data export (CSV/JSON)
- Bring Your Own AI keys
- Paper / shadow portfolios
Compare Plans
| Feature | Free | Pro |
|---|---|---|
| Portfolio Management | ||
| Portfolios | 1 | Unlimited |
| Accounts per portfolio | 1 | Unlimited |
| Manual entry | ||
| CSV import | ||
| Paper / shadow portfolios | ||
| AI & Analytics | ||
| AI-powered analysis | ||
| Multi-model consensus (3 AI) | ||
| Conversational refinement | ||
| Bring Your Own AI keys | ||
| Strategy comparisons | 1 | Unlimited |
| Advanced analytics | ||
| Tax & Dividends | ||
| Tax-loss harvesting | ||
| Dividend tracking | ||
| Income projections | ||
| Data & Export | ||
| Rebalancing plans | ||
| Data export | ||
Trusted by Smart Investors
Real results from AI-powered portfolio analysis.
“I finally realized my 'stock picking' was underperforming VOO by 5% annually. This tool made it undeniable — and the AI showed me exactly how to fix it.”
Alex M.
Individual Investor
“The AI found $8,400 in tax-loss harvesting opportunities I completely missed. The ability to track a shadow portfolio alongside my real one makes planning effortless.”
Sarah J.
Financial Planner
“When all three AI models agreed I was overexposed to tech, I finally listened. The rebalancing plan made execution dead simple — exact shares to buy and sell.”
Vikram S.
Software Engineer
“I told the AI I couldn't sell my company stock due to vesting schedules. It recalculated everything around that constraint in seconds. No spreadsheet could do that.”
Priya N.
Tech Employee
Frequently Asked Questions
Everything you need to know about PortfolioTracker.