Portfolio intelligence for active investorsYour gains look good.Your hidden risk doesn't.
Benchmark vs S&P 500, spot risk, and rebalance — in one terminal.
Track performance, risk metrics, and dividends with real-time market data. Free forever.
Set up your terminal in minutes
Three quick steps to go from positions to actionable insights.
Add your positions
Use Quick Add or import a JSON backup in seconds.
See performance & risk
Equity curve, benchmarks, VaR, Sharpe, drawdown.
Act on insights
Sentiment, goal tracking, and quality audit in one view.
Complete Financial Terminal
Stop tinkering with Excel. A stack designed for risk analysis and performance tracking.
Quick Add & Import
Add trades fast with Quick Add, or import/export JSON backups from the Data Manager.
Risk Analytics
VaR 95%, volatility, Sharpe ratio, beta, and drawdown—built in.
Privacy Mode
One-click blur mode hides amounts. Keep sensitive data private on screen.
Equity Curve & Benchmarks
Overlay your portfolio with the S&P 500 and compare performance over time.
AI Oracle
Ask questions about your portfolio in plain language. Get instant risk insights, diversification tips, and audit reports powered by AI.
Alerts & Notifications
Set price, drawdown, and dividend rules. Get triggered alerts in-app every 5 minutes.
Dividend Tracking
Fetch dividends from Yahoo Finance and track payouts per position.
PNL Heatmap
Spot winners and losers instantly. Size = weight, color = daily performance.
Run your portfolio like a pro in minutes
Start free with the full terminal experience. No credit card required.
Import from your broker
Open any broker guide, follow the quick tutorial, and import in minutes.
Simple, transparent pricing
Start for free with all core features. Upgrade when you need more.
Free
For individual investors
- Unlimited positions tracking
- AI-powered import
- Real-time market data
- Risk analytics (VaR, Sharpe, Beta)
- S&P 500 benchmarking
- Dividend tracking
- Multi-currency support
- Local-first privacy
Pro
For power users
- Everything in Free
- Cloud sync across devices
- Historical portfolio snapshots
- Advanced tax reports
- Priority API access
- Custom alerts & notifications
- Portfolio sharing
- Priority support
Early access invites only
Frequently Asked Questions
Everything you need to know about Portfolio Terminal
No. Portfolio Terminal is 100% privacy-first. All your data is stored locally in your browser using localStorage.
Simply paste any text containing your positions. Our AI parses and structures your data automatically.
"50 AAPL, 100 MSFT, 25 GOOGL"
We provide institutional-grade analytics including:
+ Maximum Drawdown, S&P 500 benchmark comparison, and more.
Yes, 100% free. We believe everyone deserves access to professional portfolio analytics.
Absolutely! Click Try Demo to explore a fully functional demo portfolio.
We use Yahoo Finance for real-time and historical market data.
Purpose-built for portfolio analysis, no formulas needed.
Ready to take control of your portfolio?
Ready to stop using Excel?
Track your portfolio in minutes.
No credit card required. Free forever plan available.