What is PortfolioTrackr?

PortfolioTrackr is a real-time portfolio tracker for stocks (NYSE, NASDAQ, LSE, ADX, DFM), cryptocurrency (Bitcoin, Ethereum and more), and commodities. It covers 95 stock exchanges in 67 currencies, and shows live P&L, dividend income and price-target progress, sending alerts via WhatsApp, Telegram, Email, and SMS.

Is this demo live or sample data?

The demo uses real live prices for all stock, crypto, and commodity tickers shown. Fundamentals and dividend data are illustrative sample data marked clearly as DEMO DATA. Everything else, charts, P&L, alerts, portfolio behaviour, is identical to the real dashboard.

Do I need to sign up to use the demo?

No. The PortfolioTrackr demo is fully interactive without signing up. You can add positions, edit targets, log sells, switch between light and dark modes, and explore every feature. A free 3-day trial of the full product requires only an email address, no credit card.

How do smart targets work?

You set Target 1, Target 2, and a Stop Loss for each position. PortfolioTrackr monitors live prices through market hours and shows where each holding stands against your own levels, alerting you when Target 1, Target 2 or the stop-loss level is reached. You decide what to do with that information.

Which markets and asset classes are supported?

PortfolioTrackr supports 95 stock exchanges in 67 currencies across the Americas, Europe, Asia-Pacific, the Middle East and Africa, plus cryptocurrency (Bitcoin, Ethereum, Solana and more), commodities (Gold, Silver, Oil via COMEX and NYMEX), forex and ETFs.

Can I get WhatsApp alerts for my portfolio?

Yes. PortfolioTrackr sends price target alerts via WhatsApp, Telegram, Email, SMS (worldwide), and push notifications on Starter plan and above.

Does PortfolioTrackr support short positions?

Yes, on the Pro and Lifetime plans. Short positions have inverted P&L, inverted target/stop-loss logic, and a COVER button instead of SELL. The demo shows short position examples as well.

Is there a free trial?

Yes. PortfolioTrackr offers a 3-day free trial of the full dashboard; broker sync and AI analysis are on Pro. No credit card is required to start.

How much does PortfolioTrackr cost?

PortfolioTrackr has four plans: Free Trial ($0 for 3 days), Starter ($9/month or $99.99/year), Pro ($19/month or $199/year), and Lifetime ($299 one-time payment, unlimited forever).

Live Demo: Real-Time Portfolio Tracker

UPDATE LIVE PRICES

Prices auto-loaded from live sources. Edit if needed, then save.

TICKER	SHARES	ANNUAL DIV (PAST 12M)	YIELD	YIELD ON COST	INCOME PAST 12M	MONTHLY EST.	FREQUENCY
Loading dividend data...

TICKER

ANNUAL DIV (PAST 12M)

YIELD

YIELD ON COST

INCOME PAST 12M

MONTHLY EST.

FREQUENCY

Loading dividend data...

FROM

TICKER

DATE	TIME	TYPE	TICKER	SHARES	PRICE	TOTAL	P&L	NOTE
No trades logged yet. When you sell a position, it will appear here.

PORTFOLIO

COUNTRY

TAX YEAR

TICKER

TERM

SELL DATE	TICKER	SHARES	BUY DATE	TERM	COST BASIS	PROCEEDS	GAIN / LOSS	G/L %
No realized gains to report.

↓ SELL POSITION

, ·, shares remaining · Entry,

✦ SMART & EASY SELL

📝 TRADE DETAILS

SHARES TO SELL

SELL PRICE (–)

NOTE (optional)

⬆

STARTER $9/month PRO $19/month LIFETIME $299, one-time

FEATURE	STARTER	PRO	LIFETIME
Price	$9/month	$19/month	$299 once
Positions	✓	✓	✓
Email alerts	✓	✓	✓
WhatsApp & Telegram	✓	✓	✓
SMS alerts	–	✓	✓
Smart Import	–	✓	✓
Import / Export	–	✓	✓
Economic calendar	–	✓	✓
Future features	–	✓	✓

🔔 NOTIFICATION SETTINGS

Get alerted when your positions hit Target 1 or Target 2. One alert per target — not a flood. Switch an alert to Recurring to be alerted on every new cross.

🌐 Browser Push

Works on desktop & Android Chrome. Free.

📧 Email Starter+

Upgrade to enable email alerts

👑

💬 WhatsApp Starter+

Upgrade to enable WhatsApp alerts

👑

✈️ Telegram Starter+

Upgrade to enable Telegram alerts

👑

📱 SMS Pro+

Upgrade to Pro to enable SMS alerts (worldwide)

👑

One alert per target — not a flood. Switch to Recurring to be alerted on every new cross. Plan: PRO

ADD POSITION

Type any ticker — stocks, crypto, commodities, ETFs. Auto-detected.

✦ Smart & Easy

+ Manual Entry

Remember Manual Entry as my default

POSITION TYPE

TICKER SYMBOL

NAME

EXCHANGE / MARKET

CURRENCY

QUANTITY

ENTRY PRICE (USD)

PURCHASE DATE (defaults to today)

FEES (optional)

TARGET 1

TARGET 2

STOP LOSS

TV SYMBOL (chart)

⏱ Alerts fire once by default — turn on a channel in Settings.

NOTE (optional)

Enter quantity & price to see total invested

⬆ IMPORT POSITIONS

Speak, type, or upload — our AI will do the rest

1Tell us what you bought

← click to edit

✦ Smart & Easy

+ Manual Entry

Remember Smart & Easy as my default

OR UPLOAD A FILE

📂

Click to upload or drag & drop here

CSV, PDF, PNG, JPG, WEBP supported

Uploads go to our AI parser (Anthropic) — redact sensitive info first. Privacy details →

#	Name	Ticker	Exchange	Shares	Entry	Target 1	Target 2	Stop	Status

PORTFOLIOTRACKR

Start your free trial

Your demo portfolio will be ready instantly, no credit card needed

✦ 3 DAYS FREE · FULL DASHBOARD · NO CREDIT CARD

UPDATE LIVE PRICES

DEMO PORTFOLIOLIVE DEMO

LIVE MARKET NEWS

ECONOMIC CALENDAR

SELECT POSITION

↓ SELL POSITION

🔔 NOTIFICATION SETTINGS

ADD POSITION

⬆ IMPORT POSITIONS

PortfolioTrackr Live Demo: Portfolio Tracker for Stocks, Crypto and Global Markets

UPDATE LIVE PRICES

DEMO PORTFOLIOLIVE DEMO

LIVE MARKET NEWS

ECONOMIC CALENDAR

TRADE HISTORY

CAPITAL GAINS REPORT

SELECT POSITION

↓ SELL POSITION

🔔 NOTIFICATION SETTINGS

ADD POSITION

⬆ IMPORT POSITIONS