Private portfolio tracker for long-term investors
Stop reading your portfolio.Let it brief you.
It reads your statements from any US or European broker — a screenshot, a CSV, an export — then scores concentration and risk on its own, and tells you each morning what moved, what it cost you, and what is quietly building up.
- Reads any broker
- Review before import
- Private by default
From any bank statement to one clear portfolio
Works with any US or European bank and broker. Import in a couple of minutes, approve every change, then follow your whole portfolio in one place.
- Step 1 of 3:
Import your holdings
Fidelity, Schwab, Robinhood, or any US or European bank. Drop a CSV or Excel export, paste a table, or just snap a screenshot of your brokerage app. We read it into one clean draft.
Try it with a screenshot - Step 2 of 3:
Review before anything changes
Every quantity, price, and date is laid out for you to confirm. Anything uncertain gets flagged, and nothing touches your portfolio until you approve it.
- Step 3 of 3:
Monitor the portfolio over time
Every account in one live picture. Follow risk, dividends, and performance across all your brokers, without rebuilding a spreadsheet.
Your spreadsheet can't tell you what changed
Same six holdings, side by side. Watch what each one does when you add a broker, when risk builds up, and when something breaks.
Typed in by hand, row by row, every single month.
One screenshot or CSV. Holdings drafted in minutes.
- Importing 3 brokers. In a spreadsheet: Hours of copy-paste, every month. In Portfolio Terminal: One screenshot or CSV, done in minutes.
- Concentration risk. In a spreadsheet: Invisible unless you build the formula. In Portfolio Terminal: Flagged automatically: low, moderate, high.
- Mistakes. In a spreadsheet: Silent. One broken cell and totals drift. In Portfolio Terminal: Nothing changes until you approve it.
- Dividend income. In a spreadsheet: Typed in by hand, payout by payout. In Portfolio Terminal: Tracked across every account in one view.
- Benchmark. In a spreadsheet: Rarely compared, never up to date. In Portfolio Terminal: Performance against the S&P 500 and MSCI World.
- Price alerts. In a spreadsheet: Not possible. In Portfolio Terminal: Notified when a holding crosses your price.
Every tracker tells you what you own.This one tells you what it means.
Every morning the terminal reads your positions and files a briefing: what moved, what it cost you, and what has been quietly building up. Not another dashboard to interpret — a verdict, with the number that backs it.
NVDA is 34% of your portfolio
Concentration — target ~17%, overweight +17pts
34%NVDA (−4.2%) = 68% of today's loss
Main P&L driver today
−$1,842High average correlation (0.82)
Diversification weak — your holdings move together
0.821-day VaR at 2.4%
Potential 1-day loss at 95% confidence · How value at risk works
2.4%↑ from 2.0%
Then it keeps watching, and answers back
Alerts that fire on thresholds you set, an Oracle that answers in plain English from your own holdings, and research on every position you hold.
No integrations. No waiting list.
Your broker does not need to support us, and you do not need to wait for us to support your broker. If you can open it on your screen, we can read it — screenshot, CSV, Excel export, or a pasted table.
What we never ask for
- ✗your broker login
- ✗an OAuth connection
- ✗your bank credentials
- ✗your broker to be on a list
What stays private
- Aggregated proof only
No names or raw holdings in the public layer, only aggregated metrics.
- Pseudonymous guests
Guest sessions stay pseudonymous until you connect an account.
- Scoped share links
Share links respect the privacy, clone, and benchmark options you pick.
> snapshot Sep 15, 2026 — $24,327,965,719.81 verified users + $1,022,703.27 anonymized guest sessions (live aggregate)
> step-by-step guides, if you want one for yours
Start with the question you actually have
Some people want a tracker. Others want to know what drawdown really means, whether a portfolio is actually diversified, or how dividend income adds up over a year.
- 01Portfolio trackingHow to track your portfolio without spreadsheet chaosA better starting point for investors who want one clear view of holdings, income, risk, and performance.
- 02Income trackingHow to track dividend income without spreadsheet chaosA cleaner entry point for investors who want to monitor income, cash flow, and portfolio payouts in one place.
- 03Portfolio trackingHow to track your portfolio in one placeA cleaner way to move from scattered broker exports and spreadsheets to one readable portfolio view.
- 04DiversificationHow to tell if your portfolio is actually diversifiedA simple checklist for spotting hidden concentration across sectors, currencies, and accounts.
- 05Risk basicsWhat drawdown actually meansA plain-English explainer on peak-to-trough losses, recovery burden, and why drawdown matters more than daily noise.
- 06Stock basicsHow to analyze a stock in plain EnglishLearn the fundamentals behind revenue, cash flow, valuation, and risk without needing a finance degree first.
The whole tracker is free. Forever.
Import, risk analytics, dividends, benchmarks — all of it, with no card and no trial clock. Pro adds the layer you only need once the portfolio is already running.
> no card to start · cancel anytime · your data stays yours
Answers, without the sales pitch
Guest sessions stay pseudonymous by default, so you can explore the entire workflow before connecting an account. Your holdings never appear in the public proof layer — only aggregated portfolio metrics do. Share links respect the privacy, clone and benchmark options you choose, and review screens have a blur mode when you are not alone.
Your first briefing is one screenshot away.
Start from a screenshot or a CSV, review every line before it lands, and get your first read on concentration, risk and income in minutes.