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.
Auto-refreshing quotes across all markets. See your total gain or loss in real time, per position and portfolio-wide. Prices update every 30 seconds during market hours and every 5 minutes when markets are closed. Colour-coded so you always know your status at a glance.
Add positions without typing a thing. Speak your trade ("bought 200 EMAAR at 4.10"), type a plain-language sentence, or drop a broker screenshot — the AI reads it and fills every field automatically. Works with any broker, any format, any language.
Run up to 5 completely isolated portfolios (Pro) or unlimited (Lifetime). Each has its own P&L chart, sector allocation, dividends, sell log, and trade history — fully separated, never mixed. Perfect for separating long-term holdings from trading accounts.
Switch to a combined view that aggregates all your portfolios into one dashboard — combined P&L chart, total allocation, dividends across all holdings, and a unified trade log with portfolio badges on every row. One number. Your whole picture.
Get notified the moment a position hits your target or stop loss — via WhatsApp, Telegram, Email, SMS (US & UK), or browser push. Each target fires a maximum of one alert per day so you're never spammed. Works on watchlist tickers too.
Generate a unique read-only link for any portfolio and share it with anyone — an advisor, a partner, or your audience. They see your live holdings and P&L with no account needed and no ability to make changes. Revoke the link any time.
Set Target 1, Target 2, and Stop Loss for every position. PortfolioTrackr tells you exactly what to do — HOLD, SELL TARGET 1, SELL FULL, or STOP LOSS — based on live prices. Visual progress bar shows how close you are to each target.
See annual, quarterly, and monthly dividend income per portfolio — or combined across all portfolios. Displays yield, yield on cost, and per-position breakdown, plus a 12-month income forecast calendar so you know what's coming every month of the year.
Visual chart of your portfolio value over time — 1D, 1W, 1M, 3M, 6M, 1Y or All. Overlay S&P 500, NASDAQ-100, or Gold to see how your returns compare to the market. Per-portfolio or aggregated view, daily snapshots, persistent history.
Log every sell with realised P&L tracking. Use Manual Sell to enter details yourself, or Smart & Easy Sell to speak, type, or drop a screenshot and let AI fill it in. Import your full history from any broker CSV. Export to CSV or PDF.
Track stocks, crypto, or ETFs you're watching but haven't bought yet. Set price targets and stop-loss levels on watchlist tickers and get the same full suite of alerts — WhatsApp, Telegram, Email, and push — so you never miss an entry point.
One-click FIFO-calculated gains report for any tax year. Shows gain and loss on every closed trade, short vs. long-term split, total proceeds, cost basis, and net P&L across all portfolios — everything your accountant needs, instantly.
Expand any position to see live fundamental data: P/E ratio (trailing & forward), EPS (TTM & forward), market cap, and annual revenue. Research without leaving your portfolio. Available on all plans.
TOTP two-factor authentication (Google Authenticator, Authy, 1Password), SHA-256 hashed password reset tokens, CSRF protection on every action, email verification, and session-bound payments. Your financial data is protected at every layer.
Every plan includes live prices, real-time P&L, fundamentals, dividend tracker, and smart targets. Higher plans unlock more portfolios, alerts, and import tools.
| Feature | Trial | Starter $9/mo | Pro $19/mo | Lifetime $299 |
|---|---|---|---|---|
| Core Tracking | ||||
| Live prices & real-time P&L | ✓ | ✓ | ✓ | ✓ |
| Smart price targets & signals | ✓ | ✓ | ✓ | ✓ |
| Dividend income tracker | ✓ | ✓ | ✓ | ✓ |
| P&L chart & benchmark comparison | ✓ | ✓ | ✓ | ✓ |
| Stock fundamentals (P/E, EPS, etc.) | ✓ | ✓ | ✓ | ✓ |
| Portfolios | ||||
| Number of portfolios | 1 | 1 | Up to 5 | Unlimited |
| ALL PORTFOLIOS combined view | — | — | ✓ | ✓ |
| Read-only portfolio sharing | — | — | ✓ | ✓ |
| Alerts | ||||
| Email alerts | — | ✓ | ✓ | ✓ |
| WhatsApp & Telegram alerts | — | ✓ | ✓ | ✓ |
| Browser push notifications | — | ✓ | ✓ | ✓ |
| SMS alerts (US & UK) | — | — | ✓ | ✓ |
| Import & Export | ||||
| AI import (voice, text, screenshot) | — | — | ✓ | ✓ |
| Bulk CSV import (any broker) | — | — | ✓ | ✓ |
| CSV & PDF export | — | — | ✓ | ✓ |
| Advanced | ||||
| Watchlist (up to 50 tickers) | — | — | ✓ | ✓ |
| Capital gains tax report | — | — | ✓ | ✓ |
| Broker sync (Alpaca) | — | — | ✓ | ✓ |
| All future features | — | — | — | ✓ |
No credit card required. Full access from day one.
No card · Cancel anytime · Upgrade when ready