Too many accounts, no single view
Holdings, cash, and statements live in different places, so the real portfolio picture never feels complete.
Portfolio Terminal
Private wealth tracker for long-term investors
Track your portfoliowithout spreadsheet chaos.
See diversification, risk, income, and performance in minutes. Import holdings, review everything before it changes, and keep one clear portfolio view.
A wealth workflow for households and long-term investors who want clearer portfolio reviews, fewer spreadsheet blind spots, and review-before-import controls.
Review before importIncome visibilityBenchmark & drift
Sensitive portfolio data stays protected with private-by-default sessions and review-before-import controls.
How it works
Move from statements to a clear portfolio view
Three steps to import holdings, review before anything changes, and monitor the portfolio over time.
Step01
Import your holdings
Bring broker exports, pasted holdings, or screenshots into one reviewable draft.
Open import workflowStep02
Review before anything changes
Check quantities, prices, dates, and confidence flags before you apply the update.
Step03
Monitor the portfolio over time
Follow risk, income, and performance from one clear portfolio view.
Review-first workflowNo silent portfolio writesBuilt for household trackingPortfolio clarity
Why investors outgrow spreadsheets
The portfolio gets harder to read long before it gets bigger.
A spreadsheet can start as a helper and end up as the reason you are unsure what changed, what matters, and what to do next.
Manual tracking turns small mistakes into noise
When every update depends on formulas and copy-paste, the model becomes harder to trust than the portfolio itself.
Risk stays hidden until it matters
It is easy to see a balance change. It is harder to see concentration, drawdown, and portfolio mix changes at a glance.
What you can see in minutes
A clear view is better than a bigger spreadsheet.
The goal is not more dashboard noise. The goal is a faster read on what you own, what it means, and what deserves attention.
Diversification
InsightSee if one stock, sector, or ETF quietly dominates your portfolio.
Risk and drawdown
InsightUnderstand where the downside comes from before it turns into a surprise.
Dividend income
InsightTrack what your holdings pay without splitting the story across multiple files.
Performance vs benchmark
InsightCheck whether your portfolio is beating the market or just moving with it.
Features
Portfolio clarity
A workflow for review-first import, clear risk checks, dividend tracking, and plain-English portfolio monitoring.
Spotlight workflows
The two workflows that sell the product fastest.
QUICK ADD
Review-first intake
Review before import
Move from exported statements to editable holdings without silent portfolio writes. Parsed rows stay visible until you confirm them.
Broker statementsEditable draftNo silent writes
Start With Import>|
Awaiting source
RISK ENGINE
Daily portfolio check
See risk at a glance
See drawdown pressure, benchmark context, and concentration in one place before decisions become expensive.
Drawdown contextBenchmark comparisonIncome visibility
Watch the demoVaR 95%
-4.2%
Sharpe
1.84
Beta
0.92
Portfolio viewImproving
Benchmark drift
Income run rate
Diversification signal
Moderate
Tech concentration remains visible, but the benchmark gap is narrowing.
01
Review before import
Every parsed line stays visible before it can affect your portfolio.
02
Private by default
Sensitive holdings stay private in your browser by default.
03
Income, risk, and concentration
Track dividends, drawdown, and benchmark-relative moves from one screen.
PRIVACYblur
Private Review Mode
Blur values instantly when discussing holdings or sharing your screen.
$124,500
Hidden
Private review mode
COMPAREchart
See performance vs benchmark
Compare portfolio performance and benchmark context over time.
[ EQUITY CURVE ]Apr 2024 → Mar 2025
+18.4%
ValueReturn %
PortfolioS&P 500Bitcoin
Overlay benchmarks and performance to spot regime shifts.LIVE DATA
AI_ORACLEoracle
Plain-English portfolio review
Ask for a read on concentration, diversification, and next checks before you act.
Review copilotReady
> How exposed am I to tech concentration?
Ask for a plain-language portfolio review.
ALERTSalerts
Stay ahead of drawdown and income changes
Track price moves, drawdown, and dividend events without spreadsheet logic.
Alert Inbox5m checks
AAPL crossed 195.00
Portfolio drawdown hit 5%
MSFT dividend declared
DIVIDENDSdividends
See dividend income at a glance
Follow payouts per position and understand income contribution over time.
AAPL$24.50Q4
MSFT$18.20Q4
O$4.15Oct
TSLA--
HEATMAPheatmap
See what drives gains and losses
Understand what drives gains, losses, and concentration across the portfolio.
AAPL+2.4%
MSFT-1.2%
GOOGL+0.8%
NVDA+5.1%
TSLA-3.5%
META+1.9%
Bring your portfolio out of spreadsheet chaos faster.
Start with import review, then keep risk, income, and performance in one operating workflow.
Review-first workflowPrivate-by-default sessionsBuilt for long-term wealth review
Explore the workflow
Works With Major Brokers
Bring broker accounts into one clear portfolio view
Open a guide, import with review, and keep every account inside one clear portfolio workflow.
Aggregated social proof only
No names or raw holdings in the public proof layer, only aggregated portfolio metrics.
Pseudonymous guest IDs
Guest sessions stay pseudonymous by default until you connect an account.
Scoped share-link controls
Share links respect the privacy, clone, and benchmark options you choose.
Latest snapshot Apr 9, 2026: $4,978,035.56 verified users + $83,358.23 anonymized guest sessions.
$5,061,393.79Portfolio value tracked
13Portfolios with latest snapshot
3Guest portfolios (anonymous)
Latest snapshot source: portfolio snapshots (live aggregate).
Start with the question you actually have
Use the site from the angle that feels most useful right now.
Some visitors want a portfolio tracker. Others want to understand drawdown, dividend income, or whether a portfolio is actually diversified.
Pricing
Simple, transparent pricing for wealth tracking
Start with the core wealth tracker. Upgrade for sync, history, alerts, and advanced review workflows.
MonthlyYearlySave 20%
Free
For private investors and households
$0forever
- 01Controlled broker import review
- 02Unlimited positions tracking
- 03Risk analytics (VaR, Sharpe, Beta)
- 04Dividend and income tracking
- 05Benchmark comparison
- 06Multi-currency support
- 07Private-by-default workspace
- 08Real-time market data
Pro
Wealth management layer
$9/month
- 01Everything in Free
- 02Cloud sync across devices
- 03Historical portfolio snapshots (audit trail)
- 04Unlimited custom alerts & notifications
- 05Portfolio sharing with public links
- 06Priority support
- 07Weekly wealth review digest
- 08Advanced benchmark packs
Most PopularNow Available
Built for investors and households who want tax-aware decisions, consolidated reporting, and deeper monitoring.
Premium roadmap pillars
Tax-lot sell planning
Household / multi-account reporting
Advanced alerting & rebalancing
Scenario & what-if review
Early access for the next wealth management release.
Wealth workflow proof
Import review controls
Preview + confidence flags before any portfolio write.
Historical wealth snapshots
Track portfolio state evolution with historical checkpoints.
Broker statement coverage
Guided imports for Trade Republic, DEGIRO, IBKR, Revolut, and more.
Migration playbooks
Concrete migration playbooks from legacy spreadsheet workflows.
FAQ
Frequently Asked Questions
Clear answers on privacy, statement import, portfolio risk, and getting started.
Yes. Guest sessions stay pseudonymous by default, so you can explore the workflow before connecting an account.
Private by default
Review with blur mode when needed
Paste a broker statement, holdings list, or screenshot. The parser structures the data into reviewable rows so you can validate quantities, prices, and dates before import.
"10 AAPL bought 2024-03-15 at 150"
Broker statementsCSV / JSON / TXTScreenshots
Track Value at Risk, annualized volatility, Sharpe ratio, beta, drawdown, dividend income, and portfolio mix changes.
VaR 95%
-4.2%
Sharpe
1.84
Beta
0.92
Drawdown
-7.3%
Yes, 100% free. We believe everyone deserves access to a clean wealth-tracking workflow.
Review-first import, portfolio monitoring, and core risk analytics are all available on the free plan.
Open the interactive demo to explore a working wealth view before importing anything.
Sample data includedNo signup requiredLive review flow
Broker exports, pasted statements, screenshots, and manual rows can all feed the same review flow.
Consolidate statements without rebuilding the same spreadsheet tabs after every account update.
Purpose-built for wealth review, no formulas or spreadsheet maintenance required.
Import, review, benchmark, and monitor from one workflow instead of patching multiple tabs and formulas together.
Bring your portfolio out of spreadsheet chaos.
Watch the demo, then start with import when you are ready. Keep risk, income, and portfolio mix in one place.