What is PSVTracker?

PSVTracker is an all-encompassing portfolio management solution tailored for investors who have a wide array of assets in both public markets and private investments.

In contrast to typical personal finance apps that primarily focus on tracking bank and brokerage accounts, PSVTracker provides a more extensive asset spectrum that includes real estate syndications, private equity and venture capital funds, direct property investments, cryptocurrencies, precious metals, vehicles, and liabilities, all integrated alongside linked brokerage accounts for a cohesive overview.

The platform automatically calculates numerous financial indicators such as XIRR, TVPI, DPI, RVPI, cash-on-cash returns, equity multiples, and CAGR for individual investments as well as for the overall portfolio.

Moreover, it allows users to evaluate their investment performance by contrasting anticipated results with actual outcomes derived from sponsor forecasts, diligently monitors all capital events—including contributions, distributions, and capital returns—manages intricate ownership structures and nested entities, and effectively tracks the status of K-1 forms, whether they have been received or are still pending.

Secure connections to banks and brokerage accounts are facilitated via Plaid, with data security ensured through encryption, both during transmission and while stored, utilizing AWS services.

Additionally, users can grant read-only access to their CPA, spouse, or financial advisor, promoting effective collaboration in managing their finances.

The platform offers a free plan that enables users to experience its features without requiring a credit card, making it accessible for anyone looking to optimize their investment tracking.

Ultimately, PSVTracker empowers investors with a holistic view of their financial landscape, enhancing their ability to make informed decisions.

Pricing

Price Starts At:
$25/month
Price Overview:
Newbie: Free forever. Unlimited investments, holdings and transactions, unlimited CSV and spreadsheet imports, 3 account connections, 30 Ask PSVT questions a week.

Tracker: $25/month or $249/year. Unlimited account connections, 60 Ask PSVT questions a week, 1 shared user.

Optimizer: $60/month or $599/year. Future projections, tax estimate and adjusted net worth, automatic monthly revaluations, unlimited home and vehicle value lookups, 100 Ask PSVT questions a week, unlimited shared users.

Annual billing saves 17%. Priced per account, not per user. New accounts get a 14-day free trial at Optimizer level, no credit card required.
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Screenshots and Video

Portfolio Page

Portfolio Page

Company Facts

Company Name:
PSVTracker
Date Founded:
2023
Company Location:
United States
Company Website:
psvtracker.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
Target Organization Types
Mid Size Business
Small Business
Freelance
Startup
Supported Languages
English

PSVTracker Categories and Features

Investment Management Software

Benchmarking
Bonds / Stocks
Commodities
Data Import / Export
For Investors & Traders
Performance Metrics
Portfolio Management