Portfolio Tracker
Track and manage your investments effortlessly with
our portfolio tracking tool.
Track and manage your investments effortlessly with
our portfolio tracking tool.
Don't you hate logging into 4 different brokers to see how your positions are doing? Have a complete picture of all your accounts from a single screen.
See how your portfolio positions are weighted by their cost of acquisition and open pnl.
Benchmark your positions and see how they are doing when compared to the S&P and Nasdaq returns from the date your opened them.
See how your equity curve will look like in real time, if all positions are closed.
Add your stops and targets and our system will calculate important risk metrics for each position and for the entire account.
See how much you have allocated to cash and other asset types including long and short exposure.
It keeps getting better...
See how long you held your positions and benchmark them against the S&P and Nasdaq.
Track your options expiration dates and how long you have until expiration. See greeks and underlying prices.
See your total balance of all closed/open/cash transactions for one or all accounts.
Track open r-multiples, stops, targets, partially closed pnl, cost, % returns, avg price, open risk and much more.
Drill down on the information that matters. Filter your open positions by strategies, accounts or symbols.
Our portfolio tracker works with most worldwide stocks, US futures & options, forex, and main cryptos. Visit our help page for a full list of supported assets.