Welcome to Portfolio Tracker
Portfolio Tracker is a professional-grade investment tracking platform with live prices, AI-powered research, advanced analytics, and multi-currency support. Here is how to get started.
1. Create Your Account
Visit the registration page and sign up with your email address. You will start on the Free plan, which includes 2 portfolios with up to 15 positions each, 10 watchlist items, 5 price alerts, and full analytics. AI Research requires a Pro or Premium plan.
2. Create Your First Portfolio
After signing in, you will land on the Dashboard. Click "New Portfolio" to get started. Give your portfolio a name (e.g., "US Growth" or "Retirement Fund") and select a base currency. The base currency determines how your total portfolio value is displayed.
3. Add Your Holdings
Once your portfolio is created, click "Add Position" and enter a ticker symbol (e.g., AAPL, NVDA, MSFT). Enter the number of shares and your average cost per share. If you leave the cost blank, the current market price will be used automatically.
4. Explore Your Dashboard
Your dashboard shows an overview of all portfolios, including total value, daily changes, and a ticker strip of your top holdings. Click any portfolio card to dive into its details.
5. Set Up Your Watchlist
Navigate to the Watchlist section to track stocks you are interested in but have not yet purchased. You can organize items into groups, add notes, and set price alerts.
Key Navigation
- Dashboard — Overview of all portfolios and aggregate stats
- Portfolios — Manage individual portfolios and positions
- Watchlist — Track stocks with alerts and notes
- Search — AI smart search and direct symbol lookup
- Analytics — X-Ray, performance, and risk analysis
- AI Research — AI-powered stock analysis and smart search
- Settings — Account and subscription management
On mobile, use the bottom navigation bar with Home, Portfolios, Watchlist, Search, and More. Tap "More" to access Analytics, AI Research, Settings, Help Center, and more.