PortfolioTrackr is a real-time portfolio tracker for stocks, crypto, ETFs, and global markets, with AI trade import, multi-channel alerts, multiple portfolios, dividend tracking, and tax reports. Built for people who track positions daily.
35 brokers via the SnapTrade bridge. Three of them, Alpaca, Bybit and Interactive Brokers, also connect live-direct. Charles Schwab, Binance, Coinbase, Kraken, Gemini, Questrade, Wealthsimple, Trading212, Webull and Public are all covered. If yours isn't, add positions by voice, text or screenshot instead.
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 then shows you exactly where each holding stands against your own levels: still below target, Target 1 reached, Target 2 reached, or stop-loss level reached. Each one updates on live prices with a visual progress bar. You set the levels and you decide what to do; we tell you when one is hit.
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 when a position reaches your target or stop loss, via WhatsApp, Telegram, Email, SMS or push notifications. One alert per target, not a flood. Switch an alert to Recurring to be alerted on every new cross.
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.
See what your stocks, ETFs and crypto are worth without opening the app. Add Portfolio Glance to your iPhone or Android home screen, or to the iPhone lock screen. Your total sits at the top, and you pick up to two things to show underneath it: today's change, all-time P&L, amount invested or your top mover. Point it at one portfolio or at all of them combined. Turn on Hide amounts and the numbers are masked, so nobody reads your balance over your shoulder.
TOTP two-factor authentication and passkeys, AES-256 encrypted broker tokens, SHA-256 hashed reset tokens, CSRF protection on every action, email verification, and card details that go to Stripe, never to us. Every claim, spelled out.
Every plan includes live prices, real-time P&L, fundamentals, the dividend tracker and smart targets. Pro and Lifetime add broker sync, AI analysis, short positions, more portfolios, SMS alerts and the import and export tools.
Full Feature Comparison
| Trial | Starter $9/month |
Pro $19/month |
Lifetime $299 |
|
|---|---|---|---|---|
| Portfolio | ||||
| Live prices & real-time P&L | ✓ | ✓ | ✓ | ✓ |
| Smart targets & level alerts | ✓ | ✓ | ✓ | ✓ |
| Short position support | – | – | ✓ | ✓ |
| Sector allocation | – | – | ✓ | ✓ |
| Dividend income tracker | ✓ | ✓ | ✓ | ✓ |
| Dividend analytics (CAGR, streak, top payer) | – | – | ✓ | ✓ |
| 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 (direct) | – | – | ✓ | ✓ |
| SnapTrade bridge (Charles Schwab, Binance, Kraken +) | – | – | ✓ | ✓ |
| Manual cost basis override | – | – | ✓ | ✓ |
| AI Features | ||||
| Smart & Easy Import (voice, text, screenshot) | ✓ | – | ✓ | ✓ |
| Bulk CSV import (any broker) | ✓ | – | ✓ | ✓ |
| AI fundamental analysis (per position) | – | – | ✓ | ✓ |
| AI portfolio report | – | – | ✓ | ✓ |
| CSV & PDF export | – | – | ✓ | ✓ |
| Alerts & Notifications | ||||
| Push notifications | ✓ | ✓ | ✓ | ✓ |
| Email alerts | – | ✓ | ✓ | ✓ |
| WhatsApp alerts | – | ✓ | ✓ | ✓ |
| Telegram alerts | – | ✓ | ✓ | ✓ |
| SMS alerts (worldwide) | – | – | ✓ | ✓ |
| Market Data | ||||
| Market news feed | ✓ | ✓ | ✓ | ✓ |
| Economic calendar | ✓ | – | ✓ | ✓ |
| 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 | – | ✓ | ✓ | ✓ |
No credit card required. The full dashboard from day one.
No card · Cancel anytime · Upgrade when ready