Connect your broker. Speak your trades. Track stocks, crypto, ETFs and commodities across every major market — with AI fundamental analysis, multi-channel alerts, and native iOS and Android apps.
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Built for people who track positions daily — not a spreadsheet replacement, a smarter one. Broker sync, AI analysis, voice trade entry, multi-portfolio isolation, short positions and alerts that actually fire.
Over 20 brokers supported. Alpaca, Bybit and Interactive Brokers are live-direct. Charles Schwab, Binance, Coinbase, Kraken, Gemini, Questrade, Wealthsimple, Trading212, Webull, Public and more via the SnapTrade bridge.
Expand any position and tap Analyze with AI. Claude reads the valuation, financial health, analyst consensus, your entry, targets and stop loss — then writes a balanced four-paragraph overview of strengths and risks.
Add positions without typing. Speak "bought 200 EMAAR at 4.10", type it, or drop a broker screenshot — the AI reads everything and fills every field, including long vs. short detection. Works in any language, any format.
Auto-refreshing quotes across every market. See total gain or loss in real time, per position and portfolio-wide, in USD, AED, GBP and more. Colour-coded so you know at a glance.
Run up to 5 fully isolated portfolios (Pro) or unlimited (Lifetime). Each has its own P&L chart, sector allocation, dividends, trade log and alerts — never mixed.
Switch to a combined view that aggregates every portfolio into one dashboard — combined P&L chart, total allocation, dividends across all holdings, and a unified trade log with portfolio badges on every row.
Track short positions with inverted P&L, cover targets below entry, stop loss above entry, and a full progress bar showing how close you are to the cover level. Smart Import auto-detects short language.
Set Target 1, Target 2 and Stop Loss for every position. PortfolioTrackr tells you exactly what to do — HOLD, SELL / COVER TARGET 1, SELL / COVER FULL, or STOP LOSS — based on live prices, with a visual progress bar.
Annual, quarterly and monthly income per portfolio or combined. Yield, yield on cost, 12-month forecast calendar, plus three analytics cards: dividend growth CAGR, consecutive months paid, and biggest contributor.
Visual chart of your portfolio value over time — 1D, 1W, 1M, 3M, 6M, 1Y or All. Overlay S&P 500, NASDAQ-100 or Gold and see whether you're beating the market. Per-portfolio or combined, daily snapshots, persistent history.
Get notified the moment a position hits your target or stop loss — via WhatsApp, Telegram, Email, SMS, browser push or native mobile push. Once per day per target so you're never spammed.
Generate a unique read-only share link for any portfolio. Your advisor, partner, or social audience sees live holdings and P&L with no account needed and zero edit access. Revoke any time.
Expand any position: P/E (trailing + forward), EPS, market cap, revenue, profit margin, ROE, debt/equity, 52-week range, analyst consensus and beta — live from the market. Research without leaving your portfolio.
Log every sell with realised P&L. Choose Manual Sell, or Smart Fill — speak, type or drop a screenshot and let the AI fill everything. Import your full portfolio from any broker CSV. Export to CSV or PDF.
Track up to 50 stocks, crypto or ETFs you're watching but haven't bought. Set price targets and stop-loss alerts on watchlist tickers — so you never miss an entry point.
Generate a full realised gains report for any tax year in one click. FIFO-calculated gain and loss on every closed trade, short vs. long-term split, total proceeds and cost basis — everything your accountant needs, instantly.
Visual breakdown of your portfolio by sector — Technology, Energy, Financials, Healthcare and more — so you can see concentration risk at a glance and rebalance before it becomes a problem.
Built in Flutter for blazing speed. Full dashboard, broker sync, AI features, biometric login (Face ID / Touch ID / fingerprint), push notifications, and swipe-to-sell gestures. The web app is also installable as a PWA.
TOTP two-factor authentication, AES-256 encrypted broker tokens, certificate pinning on mobile, SHA-256 hashed reset tokens, CSRF protection on every action, email verification, and session-bound Stripe payments.
Over 20 brokers supported. Link your brokerage and your positions sync automatically — entry prices, shares, crypto wallets, derivatives. Tokens encrypted with AES-256, read-only scopes where possible, and fully revokable.
Via SnapTrade Bridge: Binance · Coinbase · Kraken · Gemini · Questrade · Wealthsimple · Trading212 · Webull · Public · KuCoin · Bitstamp · Vanguard · Fidelity · E*TRADE · TD Ameritrade · tastytrade · Tradier · Zerodha · Upstox · & more.
Claude, the most capable AI for financial reasoning, is baked into PortfolioTrackr. Add trades by voice or screenshot, analyze any stock's fundamentals in four balanced paragraphs, and generate full portfolio reports without lifting a finger.
Valuation remains elevated — NVDA trades at a forward P/E near 42x and PEG above 1.8, reflecting aggressive growth expectations already priced in.
Financial health is strong. Gross margin sits above 73%, ROE above 80%, and debt/equity is manageable. Revenue growth over the last quarter exceeded 180% YoY.
Analyst consensus is bullish with a mean target around $760, ~23% above current price. Your entry at $495 is well-positioned, and T1 at $600 has been hit.
Key risk: concentration. NVDA's weight in AI-capex is its biggest tailwind and its biggest tail risk — any slowdown in hyperscaler orders would compress multiples fast.
Native iOS and Android apps built in Flutter — same dashboard, same features, with push notifications and biometric login. The web app is also installable as a PWA on any device.
NYSE, LSE, ADX, Binance and beyond — if you can trade it, you can track it here. USD, GBP, AED and more with automatic FX conversion.
No ads. No hidden fees. Try every feature free for 3 days.
Full access. No card. Explore every feature before you commit.
All portfolio tools plus alerts on every channel.
Full power — broker sync, AI analysis, up to 5 portfolios, SMS alerts, short positions, watchlist, sharing.
All Pro features, unlimited portfolios, no recurring charges, all future updates.
Full Feature Comparison
| Trial | Starter $9/month |
Pro $19/month |
Lifetime $299 |
|
|---|---|---|---|---|
| Portfolio | ||||
| Live prices & real-time P&L | ✓ | ✓ | ✓ | ✓ |
| Smart targets & buy/sell signals | ✓ | ✓ | ✓ | ✓ |
| Short position support | — | — | ✓ | ✓ |
| Sector allocation | ✓ | ✓ | ✓ | ✓ |
| Dividend income + analytics (CAGR, streak, top) | ✓ | ✓ | ✓ | ✓ |
| P&L chart + benchmark (S&P, NASDAQ, Gold) | ✓ | ✓ | ✓ | ✓ |
| Stock fundamentals panel | ✓ | ✓ | ✓ | ✓ |
| Trade history log | ✓ | ✓ | ✓ | ✓ |
| Number of portfolios | 1 | 1 | Up to 5 | Unlimited |
| ALL PORTFOLIOS combined view | — | — | ✓ | ✓ |
| Portfolio sharing (read-only link) | — | — | ✓ | ✓ |
| Watchlist (up to 50 tickers) | — | — | ✓ | ✓ |
| Capital gains tax report (FIFO) | — | — | ✓ | ✓ |
| Broker Sync | ||||
| Alpaca · Bybit · Interactive Brokers | — | — | ✓ | ✓ |
| SnapTrade bridge (Binance, Coinbase, Kraken) | — | — | ✓ | ✓ |
| Manual cost basis override | — | — | ✓ | ✓ |
| AI Features | ||||
| Smart & Easy Import (voice, text, screenshot) | ✓ | — | ✓ | ✓ |
| AI fundamental analysis (per position) | — | — | ✓ | ✓ |
| AI portfolio report | — | — | ✓ | ✓ |
| Alerts & Notifications | ||||
| Browser push notifications | ✓ | ✓ | ✓ | ✓ |
| Mobile push (iOS + Android) | ✓ | ✓ | ✓ | ✓ |
| Email alerts | — | ✓ | ✓ | ✓ |
| WhatsApp alerts | — | ✓ | ✓ | ✓ |
| Telegram alerts | — | ✓ | ✓ | ✓ |
| SMS alerts (worldwide) | — | — | ✓ | ✓ |
| Mobile & Platform | ||||
| Web dashboard | ✓ | ✓ | ✓ | ✓ |
| Native iOS app (Flutter) | ✓ | ✓ | ✓ | ✓ |
| Native Android app (Flutter) | ✓ | ✓ | ✓ | ✓ |
| Biometric login (Face ID / Touch ID / fingerprint) | ✓ | ✓ | ✓ | ✓ |
| Google / Apple sign-in | ✓ | ✓ | ✓ | ✓ |
| Billing | ||||
| Cancel anytime | ✓ | ✓ | ✓ | N/A |
| Future updates | — | ✓ | ✓ | ✓ |
The most common questions about PortfolioTrackr. Can't find yours? Reach out →
Live prices. Real P&L. Broker sync. AI analysis. Alerts that actually fire.
No credit card · Full access · Cancel anytime
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