Personal Portfolio Tracker

Educational portfolio analysis & AI-powered insights. Not financial advice.

Beta

Profile

Tell us about yourself to tailor education.

Required

Name

Age

Risk level: 3 / 5

Investment horizon (years)

Portfolio start date (optional)

Primary goal

Monthly contribution (optional)

Goal description (optional)

Risk Profile Summary: Moderate, 20+ year horizon

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Import

Columns: ticker, name, assetClass, accountType, quantity, costBasisPerUnit, purchaseDate, currentPrice (optional)

Tip: If you import the wrong file, use “Delete all” to start fresh.

Total Value

Cash/MM$0

Unrealized P/L

+$0

Invested cost$0

Since Start

+$0

Return+0.00%

True Return (All)

—

TWR (cash-flow adjusted)

Net Contrib (All)

+$0

Deposits − withdrawals

Risk

—

DD —β —

Contribution vs Market Growth

Timeframe: All

As of 1/6/2026

Add positions (with purchase dates) to see this breakdown.

S&P 500

Add positions (with purchase dates) to see historical trend.

Primary Driver

Add positions to see your primary return driver.

Recent Updates

Add positions (with purchase dates) to see updates.

Positions

Add your holdings and manage them here.

Ticker

Name

Asset

Account

Quantity

Initial price

Current price

Purchase date

0 positions

Ticker	Name	Asset	Account	Qty	Initial	Current	Value	P/L	Actions
Add your first position (e.g., AAPL, VOO, BTC-USD).

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