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Portfolio Tracker
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Portfolio Tracker

12 assets

Track stocks, ETFs, crypto, indices and commodities.

Portfolio value

+$4,877.84 (+2.5%)

$196,850.00

12 holdings • 5 asset classes • 3 accounts

$194,000$196,000$198,000$200,000$202,000$204,000$206,000Jul 3Jul 8Jul 13Jul 18Jul 23Jul 28Aug 1
$194,000$196,000$198,000$200,000$202,000$204,000$206,000Jul 3Jul 8Jul 13Jul 18Jul 23Jul 28Aug 1

Invested

$154,203.33

Unrealized P/L

+$42,646.67

+27.66%

Realized P/L

+$5,333.33

+3.46%

Total P/L

+$47,980.00

31.11%

Annualized return

+45.59%

Money-weighted (XIRR)

Best performer

NVDANVDA
+$8,400.0085.7%

Worst performer

SOLSOL
-$1,490.0015.3%

By asset type

  • Stock$46,000.0023.4%
  • ETF$20,800.0010.6%
  • Crypto$63,250.0032.1%
  • Index$10,800.005.5%
  • Commodity$56,000.0028.4%

By sector

  • Crypto$63,250.0032.1%
  • Commodities$56,000.0028.4%
  • ETFs & Funds$20,800.0010.6%
  • Technology$19,800.0010.1%
  • Semiconductors$18,200.009.2%
  • Indices$10,800.005.5%
  • Financials$8,000.004.1%

By account

  • Brokerage$112,800.0057.3%
  • Crypto wallet$63,250.0032.1%
  • Retirement (IRA)$20,800.0010.6%

Top holdings

  • GOLD

    Gold (spot)

    $47,000.00

    23.9%

  • BTC

    Bitcoin

    $34,000.00

    17.3%

  • ETH

    Ethereum

    $21,000.00

    10.7%

  • NVDA

    NVIDIA Corp.

    $18,200.00

    9.2%

  • VOO

    Vanguard S&P 500 ETF

    $13,000.00

    6.6%

Portfolio Growth Simulator

Project the potential value of your holdings using compound interest and future contributions.

Expected Return (Annual)8%
Duration (Years)15 years
Monthly Contributions$500

Projected Balance

$823,987

Current Value
$196,850
Future Additions
$90,000
Compounded Interest
$537,137
Detailed Forecast & Charts→
Learn more about our Portfolio Tracker

CalculatorAI Portfolio Tracker

An all-in-one personal finance dashboard designed to consolidate your investments across stocks, cryptocurrencies, ETFs, and commodities. Keep track of your net worth, PnL, and performance statistics in real time.

By asset type

Track global equities, cryptocurrencies, cash balances, index funds, and raw materials. Keep an eye on holdings across multiple brokerage accounts or crypto wallets.

Analytics

Visualize asset allocation by sector, account, and asset class. Identify portfolio drift and maintain balance according to your investment strategy.

Dividends

Monitor compound dividend growth, upcoming payouts, yield statistics, and historical dividend income streams in a single unified view.

Tax

Manage cost basis calculations, deduct fees, and track realized vs. unrealized gains with smart tax lot classification for long-term and short-term holdings.

Guides

  • How to Calculate Capital Gains Tax (US Stock & Crypto)
  • Portfolio Diversification: How to Measure Yours (and Actually Improve It)
  • How to Track Your Investment Portfolio (Without a Spreadsheet)
All 4 guides
Full comparison Methodology — how it works