Track the details
Record buys and sells, follow holdings and cash balances, and add custom assets with manually entered values.
A MORE CONNECTED WAY TO INVEST
See the bigger picture of your portfolio.
PortfolioSharing is in development, bringing portfolio tracking, investment insights and community sharing together in one thoughtful space.
Discover PortfolioSharing ↗ In development
PORTFOLIO OVERVIEW YOUR INVESTMENTS
YOUR PORTFOLIO
A clearer view.
Performance over timeILLUSTRATIVE VIEW
YOUR INVESTMENTSYOUR PERSPECTIVE
One complete pictureBring your portfolio into focus
Share your perspectiveConnect around investing
Concept illustration. Not actual portfolio data.
INVEST WITH PERSPECTIVE
Your investments tell a story.
See it clearly.
The app now brings together recorded transactions, holdings, cash and dividends, with tools to explore portfolios shared by other investors. We’re continuing to develop and prepare it for launch.
DEVELOPMENT PROGRESS
More of your investing,
in one place.
The app is taking shape. Here’s a look at the capabilities built so far.
See your progress
Explore estimated portfolio values, dividend income, cost basis and performance, with support for multiple currencies.
Share with purpose
Opt in to share a portfolio with signed-in members, discover others, save favorites and explore leaderboards.
MORE TO EXPLOREFollow the market.
Follow the market.
Keep your perspective.
Private watchlists help you follow instruments outside your portfolio. Eligible shared allocations can be copied as target weights, without placing trades. Market prices may be delayed, and values and returns are estimates.
BUILT WITH PERSPECTIVE
A better view starts here.
PortfolioSharing is in development. Get in touch to learn more about our progress.