Free, private portfolio tracker for long-term investorsStock portfoliooptimizer.

It measures what you already hold against what you meant to hold. It looks through your ETFs to the companies inside and flags the stocks you own twice, turns every fund fee into dollars a year, scores concentration and correlation, and splits your next deposit to bring your mix back to the target you set, with buys only.

No. There are no picks, tips or ratings. The only buys it lists come from your own target: aim for 70% funds while you sit at 60%, and the next deposit goes to your funds first. It is a calculator on your own rules, not financial advice.

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.

Paste a broker statement, a holdings list, or a screenshot. The parser structures it into reviewable rows so you can check every quantity, price and date before anything is written to your portfolio. Anything uncertain is flagged, and nothing changes until you approve it.

> 10 AAPL bought 2024-03-15 at 150

Value at Risk, annualized volatility, Sharpe ratio, portfolio beta, max drawdown, average correlation between your holdings, dividend income, and how your portfolio mix drifts against a benchmark.

Yes. Review-first import, unlimited position tracking, the core risk analytics, the funds look-through, the deposit planner, dividend tracking and benchmark comparison are all on the free plan. No card is required to start.

Open the interactive demo. It runs on a sample portfolio, needs no signup, and uses exactly the same review flow you would use with your own statements.

Broker exports, pasted statements, screenshots and manual rows all feed the same review flow, and any US or European broker works. The transaction history files of Trading 212, DEGIRO, Interactive Brokers, Schwab, Fidelity, Vanguard, Robinhood, Revolut, Freetrade and Webull are read as they are: every purchase keeps its date and price, and your sales and dividends come with it.

A spreadsheet stores numbers you typed. This reads your statements, scores concentration and risk on its own, and files a daily briefing on what changed and what it cost you — without a single formula to maintain.