Last updated: March 2026
Track Your Investments Like a Pro
Whether you hold stocks across multiple brokerage accounts or manage a concentrated portfolio, seeing everything in one place is essential for making informed investment decisions. This tracker consolidates all your positions into a single, sortable dashboard with real-time profit and loss calculations.
The tool calculates your average cost basis when you hold multiple lots of the same stock — a critical metric for tax planning and performance assessment. If you bought 50 shares of AAPL at $150 and another 50 at $170, your average cost is $160, and the tracker shows your gain or loss against that weighted average.
Portfolio diversification is one of the most important risk management strategies. The allocation chart instantly reveals if one position dominates your portfolio. Financial advisors generally recommend keeping individual stock positions below 5-10% of your total portfolio to manage concentration risk.
The watchlist feature helps you maintain investment discipline. Instead of buying impulsively when stocks are in the news, set target prices based on your research. When a stock reaches your target, you will see a visual alert — helping you stick to your investment thesis rather than chasing headlines.
Every piece of data you enter stays exclusively on your device. There are no accounts to create, no data transmitted to servers, and no third-party tracking. Export to CSV for spreadsheet analysis or JSON for a complete backup anytime.
Frequently Asked Questions
How is this different from my brokerage app?
This investment tracker gives you a unified view across all your accounts in one place. Unlike brokerage apps that only show positions held with them, you can combine holdings from Fidelity, Schwab, Vanguard, Robinhood, and others into a single dashboard. Plus, your data stays 100% private — never sent to any server.
Can I track ETFs and mutual funds?
Yes. You can track any investment by entering its ticker symbol and manually updating prices. The tool works with individual stocks, ETFs (like SPY, QQQ, VOO), and any other ticker-based security. Enter the ticker, number of shares, and purchase price to get started.
How do I keep prices up to date?
Click the 'Update Prices' button to enter current market prices for your holdings. Since this tool runs entirely client-side with no API calls, prices are updated manually — which means your financial data is never exposed to third-party services.
What export formats are available?
You can export your portfolio as CSV (for Excel, Google Sheets, or other spreadsheets), JSON (for backup or programmatic use), or use the Print/PDF option for a formatted summary. Import is also supported via CSV with standard column headers.
How does the watchlist work?
The watchlist lets you track stocks you're interested in buying. Add a ticker with its current price and your target buy price. When the current price drops to or below your target, the tool highlights the row and shows an 'AT TARGET' badge so you know it's time to consider buying.