Portfolio Tracker

Portfolio Tracker

Track the performance of your broker accounts in one place.

54 followers

Do you find aggregating your investment portfolio’s returns difficult because you have multiple brokerage accounts? With our portfolio tracker tool you’ll no longer have to rely on manual data entry. Upload your reports and let the tool calculate your returns.
Portfolio Tracker gallery image
Portfolio Tracker gallery image
Portfolio Tracker gallery image
Portfolio Tracker gallery image
Portfolio Tracker gallery image
Free
Launch tags:AnalyticsInvestingMoney
Launch Team
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What do you think? …

Dániel Nagy
Hey Product Hunt Community! I am Daniel and I work at BrokerChooser, where we offer professional and unbiased reviews of online brokerages. While our whole team is passionate about investing and trading, many of us have had difficulties when trying to put together an aggregate overview of the return of our total portfolio when using multiple brokers. To solve this problem, we're developing a tool that tracks our entire portfolio's performance, across multiple brokers. All we need to do is upload the trade reports that we downloaded from our various broker accounts. Although we're still in the early stages of the project, we would greatly appreciate your feedback on the idea and any suggestions for features you'd like to see included. The product will be completely free for everyone to use. Thank you, Daniel
ZHENG Haibo
@daniel_nagy Congratulations on launching Portfolio Tracker! Say goodbye to manual data entry and let the tool calculate your returns. A valuable tool for investors looking to simplify their portfolio management. Well done.
aarish jha
Great Work @daniel_nagy
Salil Sethi
@daniel_nagy - Congratulations on the launch! It's interesting to see a tool that simplifies the process of tracking investment portfolio returns across multiple brokerage accounts. Question - How do you handle different currencies and exchange rates for investments held in different brokerage accounts?
Adam Nasli
@daniel_nagy @salil_sethi thank you very much for your comment and question. It's a great question! Our approach to this FX problem is: we present the aggregated balance in one currency, which uses the current FX rates. The users can select the currency of their preference. For example, if you have a USD-based and EUR-based account, you can select to show the aggregated balance either in USD or EUR. If you have any suggestions/ideas, we're more than happy to hear them. Thank you again, Adam
Carl Shaver
Ummm. Ya. No. Thank you