What makes this portfolio tracker different from a spreadsheet?

Portfolio Terminal combines broker import, review before write, risk monitoring, dividend visibility, and benchmark context in one workflow instead of relying on manual formulas.

Can I use the portfolio tracker after importing a broker statement?

Yes. The intended workflow is import first, verify the parsed rows, and then monitor risk, allocation drift, drawdown, and dividend income in the tracker.

Is this portfolio tracker built only for performance reporting?

No. It is built for broader portfolio review, including Value at Risk, drawdown monitoring, dividend tracking, and position-level control after import.

TERMINALPORTFOLIO INTELLIGENCE

Terminal

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Portfolio tracker

Track your portfolio without spreadsheet chaos.

See diversification, risk, income, and performance in one clear tracker. Start with the demo, then import holdings when you are ready.

Watch the demo Browse broker import

Import before analysis

Bring in holdings from broker exports, pasted statements, spreadsheets, or screenshots before you start monitoring the portfolio.

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.

Why this page anchors discovery

The portfolio tracker is the broad entry point for investors who want one clean view instead of a stack of spreadsheets.

It answers the widest set of discovery questions: what do I own, how concentrated am I, what is changing, and where should I click next if I need more detail?

Watch the demo Browse broker import

Questions the tracker answers

Am I too concentrated?

See where one stock, ETF, or sector is quietly dominating the portfolio.

Do I need Excel to keep up?

Replace manual tabs with a single reviewable portfolio map.

What changed since last time?

Spot drift, income changes, and risk movement at a glance.

Where do I go next?

Move naturally into import, drawdown, VaR, or dividend tracking.

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.