Investing portfolio tracker

Investing portfolio tracker Investing Portfolio Tracker helps you manage multi-asset investments with real-time quotes, transaction import, dividend tracking, profitability insights, tax and fee calculations, and market news.

Investing Portfolio Tracker

Take control of your investments with Investing Portfolio Tracker (also known as Investfolio). Whether you hold stocks or cryptocurrencies, this app brings your assets together in one easy-to-manage dashboard.

Track your holdings with real-time insights, performance views, and a range of charts and tools. Import your transactions, log your trades in a journal, and access annual investment reports—all in one place. You can also manage multiple asset categories at the same time, so you can monitor stocks, ETFs, funds, crypto, and more without switching apps.

Stay on top of details like dividend and coupon payments, and handle income tax and commissions calculations directly inside the app. Get investment context with stock market news, review portfolio profitability, and explore ideas with less effort—ideal for both new investors and experienced traders.

Features

Comprehensive Data Coverage

Get real-time market data for assets worldwide, including:

• Stocks
• ETFs



• Currencies
• Commodities
• Indices
• Cryptocurrencies

Portfolio Management Tools

• Import transactions to build your portfolio faster
• Keep a buy/sell journal for your securities
• Track dividend and coupon payouts



• Review your current portfolio profitability

Tax and Fee Calculations

Understand performance more clearly by factoring in income tax as well as broker and exchange commissions.

Stock Market News

Follow the latest headlines across key areas such as:

• Finance and the economy
• Politics
• Stock markets
• Commodities
• Forex
• Cryptocurrencies

Tips for Users

• Rely on live or delayed data: Use up-to-date information to make better-informed investment decisions.
• Use multiple asset types: Diversify by tracking different categories such as stocks, funds, and cryptocurrencies.
• Personalize your tracking: Import transactions, keep a journal, and add notes for each asset.
• Follow relevant news: Choose news categories like finance, economy, and crypto to support your decisions.

FAQs

Can I track my cryptocurrency investments?

Yes. The app supports major coins such as Bitcoin and Ethereum, plus other popular options like Osmo and Sol.

How do I import my transactions?

Investfolio supports flexible import workflows. You can move transactions from platforms like Interactive Brokers or Robinhood into Google Sheets, then connect that data to the app.

Is there a dividend tracker?

Yes. You can monitor dividend and coupon payouts for stocks or bonds in your portfolio and check the payout calendar under the Payouts tab.

Summary

Investing Portfolio Tracker is a versatile tool built for investors who want both broad market coverage and flexible portfolio tracking. With an easy-to-use interface and customizable tracking options, you can stay informed and make clearer investment decisions.

Whether you’re just getting started or you’ve been investing for years, this app provides the features you need to track and manage your portfolio effectively. Download Investing Portfolio Tracker and take charge of your investments.