Import before analysis
Bring in holdings from broker exports, pasted statements, spreadsheets, or screenshots before you start monitoring the portfolio.
Portfolio tracker
Portfolio tracker built for import, risk review, and dividend visibility.
Portfolio Terminal is a portfolio tracker for investors who need more than a return number. The workflow starts with controlled broker import, moves through review before write, and then gives you one place to monitor allocation drift, Value at Risk, drawdown exposure, and dividend income. Instead of maintaining a spreadsheet plus separate notes for risk and cash flow, you get a cleaner operating loop from statement to portfolio review.
Review before write
Check parsed rows, fix symbols, quantities, and dates, and confirm import intentionally instead of trusting silent updates.
Track risk in context
Follow portfolio Value at Risk, drawdown, and allocation drift as part of one operating loop rather than isolated metrics.
Monitor income and holdings
Keep dividend visibility, benchmark context, and portfolio composition in the same private tracker.
Product workflow
Use the portfolio tracker as the hub, not as an isolated dashboard.
The tracker works best when it sits in the middle of the product journey. Import gives you clean holdings. Value at Risk and drawdown monitoring help you assess downside. Dividend tracking adds income visibility. Together, these pages form the product cluster that explains how Portfolio Terminal is used in practice.
Broker import
Start with a broker statement or CSV, then move into the portfolio tracker.
Value at Risk
See how portfolio value at risk fits daily monitoring and decision-making.
Drawdown monitoring
Understand how the tracker frames peak-to-trough losses and capital preservation.
Dividend tracker
Connect income visibility with the broader portfolio review workflow.