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.
Track your investment portfolio, explore performance and dividend income, and share your perspective with a community of investors.
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. Explore your investments and connect with other members in the app.
EXPLORE THE APP
More of your investing,
in one place.
Explore the tools available in PortfolioSharing.
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.
Create an account and start bringing your investments into focus.