Everything you need to invest smarter
Stop guessing. Start comparing. See exactly how your strategies stack up.
Real-Time Portfolio Tracking
Sync daily prices automatically. Track multiple accounts across brokerages.
Paper Trading Strategies
Build 'what-if' scenarios. Test rebalancing strategies without risking capital.
Comparative Analytics
See performance from strategy inception date. Identify what's working and what's not.
How It Works
From setup to insight in four simple steps.
Add Your Actual Portfolio
Connect your brokerage accounts or manually input your current holdings to establish your baseline.
Create Hypothetical Strategy
Design ideal portfolios with target allocations. Mix and match stocks, ETFs, and crypto.
Automated Daily Sync
We automatically fetch end-of-day prices for both your real portfolio and your strategies.
Compare & Analyze
See side-by-side performance metrics. Visualize alpha, drawdown, and volatility differences.
Why track a strategy?
Most investors hold legacy positions they don't want to sell due to taxes. By tracking a "Shadow Strategy", you can see exactly what your performancecould be if you optimized your portfolio.
Reduce Concentration Risk
Holding too much of your company stock? Model a diversified ETF portfolio and track its theoretical performance against your concentrated position to quantify the opportunity cost and risk.
Test Diversification
Curious about adding Crypto or Commodities? Create a strategy with a 5% allocation and watch how it would perform in real-time before you actually buy.
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Trusted by Smart Investors
Don't just take our word for it.
"I finally realized my 'stock picking' was underperforming VOO by 5% annually. This tool made it undeniable."
Alex M.
Individual Investor
"The ability to track a shadow portfolio alongside my real one is a game changer for tax-loss harvesting planning."
Sarah J.
Financial Planner
"Clean, fast, and focuses on the metrics that actually matter. The comparison chart is exactly what I needed."
David K.
Software Engineer
Simple, transparent pricing
Track your wealth without the monthly fee. Portfolio Tracker is free for everyone during beta.
Frequently Asked Questions
Have a question? We're here to help.
Is my data secure?
Yes. We use Firebase Authentication and Firestore Security Rules to ensuring only you can access your portfolio data. We do not sell your data.
How do I import data?
Currently we support manual entry. We are working on CSV import and Plaid integration for the next release.
Is this really free?
The core features including portfolio tracking and comparison are free during our beta period. We plan to introduce premium tiers for advanced automation later.
Can I track Crypto?
Yes! You can track stocks, ETFs, and cryptocurrencies side-by-side in your portfolios and strategies.