Free to start — no credit card needed

See how all your investments & RSUs are doing — simple & straightforward

Upload a CSV from any broker — no account connections, no passwords shared. Get a clean, simple dashboard that shows your P&L across all your portfolios & RSUs in one place.

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Portfolio Tracker dashboard showing P&L, equity curve, and trade analysis

Your data stays yours

We never connect to your brokerage accounts. Just upload a CSV export — your file is processed in your browser and nothing is stored without your permission.

One clear dashboard for all your investments

No clutter. No confusing charts. Just the numbers that matter.

All your accounts, one view

See your total P&L across every brokerage account and RSU vest — Schwab, Interactive Brokers, TD Ameritrade, E*Trade, and more. One number, no switching tabs.

Know what’s working

See which investments are making money and which ones aren’t. Simple charts that actually make sense.

Weekly check-in

Get a quick weekly summary — your best move, your worst, and one thing to pay attention to next week.

Safe & private

No account connections. No passwords shared. Upload a CSV, and your data stays on your terms.

How it works

1

Export

Download a CSV from your broker We'll show you how →

2

Upload

Drop the file into Portfolio Tracker — it takes seconds

3

Understand

See your P&L, your best and worst picks, and how you’re doing over time

Simple pricing, no surprises

Start free. Upgrade when you want AI-powered insights.

Free
$0 / month
  • 250 imported trades / month
  • 2 RSU/ESPP statement uploads / month
  • All charts & dashboards
  • Track multiple accounts
  • Your data saved securely
  • Tags & notes on trades
  • Weekly performance summary
  • Portfolio Q&A — powered by Claude Haiku (100 questions/mo)
  • AI-powered summaries
  • AI insights on dashboard
Get Started
Pro
Best Value
$15 / month
  • Unlimited trade uploads
  • Unlimited RSU/ESPP statement uploads
  • All charts & dashboards
  • Track multiple accounts
  • Your data saved securely
  • Tags & notes on trades
  • Weekly performance summary
  • Portfolio Q&A — powered by Claude Haiku (100 questions/mo)
  • AI-powered summaries
  • AI insights on dashboard
Start Free

Ready to finally understand your portfolio?

It's free, it's private, and it takes under a minute to start.

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