Frequently Asked Questions

PortfolioTrackr is a personal investment portfolio tracking tool that lets you monitor stocks, crypto, ETFs, and commodities in one place. It shows live prices, calculates your profit and loss, tracks your full trade history, and sends price alerts when your targets or stop loss levels are hit, via email, WhatsApp, Telegram, SMS, and push notifications.

Yes. All new accounts get a free 3-day trial of the full dashboard (broker sync and AI analysis are on Pro). No credit card required. After the trial ends, you can subscribe to a paid plan or your account switches to read-only access.

You can track stocks and ETFs across 95 exchanges in 67 currencies, covering the US, UK, Europe, Asia-Pacific, Africa, the Middle East and the Americas. You can also track cryptocurrency, commodities (gold, oil, etc.), forex, and any other asset by entering a custom ticker. Every holding is priced in its own local currency and converted to the display currency you choose. See the full list of markets.

Prices are sourced from global market data providers and refresh every 15 seconds for cryptocurrency and forex and every 60 seconds for stocks while a market is open. Once a market closes, the last price is held until it reopens. All prices are indicative and for personal tracking purposes only, and should not be used as the sole basis for trading decisions.

We offer three paid plans after the free trial:

Starter, $9/month: Portfolio tracking + email, WhatsApp, Telegram & push alerts, read-only portfolio sharing (1 portfolio)
Pro, $19/month: Everything in Starter + broker sync, AI analysis, short positions, up to 5 portfolios, combined view, SMS alerts, CSV/PDF import/export, watchlist
Lifetime, $299 once: Everything in Pro, unlimited portfolios, forever, no recurring charges

The Lifetime plan is a one-time payment of $299 that gives you permanent access to all Pro features, plus unlimited portfolios, with no monthly fees ever. All future features are also included at no extra cost. It's the best value for long-term users.

Yes, cancel anytime from Account Settings → Subscription. You keep full access until the end of your current billing period. No cancellation fees, no questions asked.

We don't offer refunds for partial billing periods. However, if you have an issue with your subscription, contact us and we'll do our best to help.

For each position you can set a Target 1, Target 2, and Stop Loss price. Prices are watched all through market hours, and when the live price hits any of these levels, PortfolioTrackr sends you an alert within a minute on all your enabled channels. You choose how each alert behaves: Once alerts you a single time when your price is hit, then switches itself off, no repeat pings. Recurring alerts you again each time the price crosses your level.

Go to Notification Settings in your dashboard, enable WhatsApp and enter your phone number. That's it. We immediately send you a WhatsApp message confirming the connection.

Once that message arrives, your price alerts come straight to WhatsApp from our verified PortfolioTrackr account. If it doesn't arrive within a minute, double-check the number (it needs your country code, like +1 or +44) and save again.

Go to Notification Settings and click "Generate My Code" under Telegram. You'll get a 6-digit code. Then open @portfoliotrackr_bot on Telegram and send the code. The bot confirms instantly and your account is linked.

SMS alerts are available worldwide via Twilio. Enter your phone number with the country code (e.g. +1, +44, +971, +49, +91) and SMS alerts will be delivered to any country Twilio supports. WhatsApp and Telegram alerts also work worldwide and are available on the Starter plan.

You choose how each alert behaves. Once alerts you a single time when your price is hit, then switches itself off, no repeat pings. Recurring alerts you again each time the price crosses your level. So if AAPL hits your Target 1, you get one alert and that target switches itself off, your inbox is never flooded if the price sits at the level all day. Switch it to Recurring to be alerted on every new cross.

Two-factor authentication is available to every account from Account Settings. Use an authenticator app such as Google Authenticator, Authy or 1Password, or a passkey with Face ID, Touch ID or Windows Hello. Setting it up gives you one-time backup codes to keep somewhere safe in case you lose your device. Signing in with Google or Apple is also supported.

Yes. Your portfolio data is private to your account only. We do not sell, share, or use your data for advertising. We use HTTPS encryption and hashed passwords, and any broker credentials you connect are encrypted at rest with AES-256. See our Privacy Policy for full details.

Only our own, and only a handful. Two keep you logged in, and one remembers which page or campaign first brought you to PortfolioTrackr, so we know which of our own marketing works. It is never shared. No advertising cookies, no tracking pixels, no Google Analytics, and no third-party cookies of any kind. See our Cookie Policy.

Yes. Pro and Lifetime plan users can export their full portfolio to CSV format at any time from the dashboard. You can also import a CSV to migrate from another tracker.

Go to Account Settings → Profile and click "Delete Account". This permanently removes all your data including positions, trades, and personal information. Deletion is immediate and irreversible.

Yes. Pro plan supports up to 5 fully isolated portfolios; Lifetime plan supports unlimited portfolios. Each portfolio has its own P&L chart, sector allocation, dividend tracker, sell log, and trade history, completely separated from your other portfolios. You switch between them instantly using the portfolio switcher at the top of the dashboard.

The 📊 ALL PORTFOLIOS view aggregates all your portfolios into a single read-only dashboard. You see a combined P&L chart (all portfolios aggregated by date), total sector allocation across all holdings, combined dividends, and a unified trade log where every row is tagged with its portfolio badge. This gives you a complete picture of your total investment performance without switching between portfolios. Available on Pro and Lifetime plans.

Smart & Easy Import gives you three ways to add a position or log a trade without any manual typing. Click Smart & Easy Import from the Add or Sell picker and choose your method: speak your trade using the mic button and the app transcribes it instantly, type a sentence like "bought 200 EMAAR at 4.10" and the AI fills every field, or drop or paste a broker screenshot and the AI reads the ticker, shares, price and date automatically. You can review and edit the values before confirming. Works with any broker format. Available on the free trial, Pro, and Lifetime plans.

Yes. From the dashboard settings menu, you can generate a unique read-only share link for any portfolio. Anyone with the link can view your live positions, P&L, allocation and dividends, but they cannot make any changes, and they don't need a PortfolioTrackr account to view it. You can revoke the link at any time from settings. Available on Starter, Pro and Lifetime plans.

Yes. You can enable TOTP-based 2FA from your account settings. This works with any authenticator app including Google Authenticator, Authy, and 1Password. Once enabled, you'll be prompted to enter a 6-digit code each time you log in. 2FA is available on all plans at no extra cost.

Go to your dashboard and click Add Position → Smart & Easy Import. Upload a CSV file from your broker with columns for ticker, quantity, entry price, and optionally: asset name, exchange, target prices, and stop loss. PortfolioTrackr maps the columns automatically. Smart & Easy Import (voice, text, screenshot) is included in your free trial as well as Pro and Lifetime plans.

Yes. The watchlist is shared across all your portfolios, it's the one element that isn't isolated per portfolio. This makes it easy to keep track of tickers you're watching regardless of which portfolio you're viewing. All other data (P&L, dividends, allocation, trade history) is fully isolated per portfolio.

No. PortfolioTrackr is a personal tracking tool only and does not provide financial, investment, legal, or tax advice. All data is for informational purposes. Always consult a qualified financial adviser before making investment decisions.

Contact our support team at [email protected]. We typically respond within 24 hours, usually much faster.