What is PortfolioTrackr?

Investors managing their own money across more than one market use PortfolioTrackr for stocks, ETFs, crypto, commodities, forex and futures on one screen. Coverage spans 45 exchanges and 40 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh.

Enter a position by voice, text, screenshot, CSV, or a broker connection. Each position carries its own target and stop loss, with profit and loss tracked per position and overall. Alerts fire on WhatsApp, Telegram, email or push when a target is reached.

Dividend forecasting, benchmark comparison against the S&P 500, NASDAQ-100 or Gold, FIFO capital gains reporting and short positions come standard.

No ads, no data resale, no algorithm recommending what to buy. A co-pilot, not an autopilot.

Native iOS and Android apps, plus a full web dashboard. Starts with a free 3-day trial, then Starter at $9/month or Pro at $19/month, with a Lifetime option.

One dashboard, every position, clear decisions.

Pricing

Price Starts At:
$9/month
Price Overview:
Free 3-day trial. No credit card required. Full dashboard, browser and mobile push alerts.

Starter: $9/month or $99.99/year. Live prices, P&L, dividends, email, WhatsApp and Telegram alerts. 1 portfolio.

Pro: $19/month or $199/year. Everything in Starter, plus Smart import (voice, text, screenshot, CSV, Excel or PDF), SMS alerts worldwide, and up to 5 portfolios.

Lifetime: $299 once. Everything in Pro. Unlimited portfolios. No recurring charge.
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

All PortfolioTrackr Integrations
Similar Software to PortfolioTrackr
Sharesight Reviews & Ratings
Sharesight
(566 Ratings)
Sharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
Learn more
Summ Reviews & Ratings
Summ
(842 Ratings)
Summ (formerly Crypto Tax Calculator) is leading crypto & equities tax software that simplifies tracking and reporting across all your brokers, exchanges, wallets, NFTs and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Unique spam filtering controls also help strip out junk tokens and fake outgoings so spam doesn’t corrupt gains and losses. Summ's portfolio helps you see everything together so you can pay the least tax possible and get accurate IRS-ready reports. That’s why Summ is seriously loved by users (rated 4.6 /5 stars on Trustpilot) and they’re an official tax partner of both MetaMask and Coinbase. If you’re ready to stop fighting your tax software, Summ turns investing chaos into confidence. Add clarity. Subtract doubt.
Learn more
OnePortfolio Reviews & Ratings
OnePortfolio
(8 Ratings)
OnePortfolio is an all-in-one investment tracking solution for individuals and professionals managing diverse portfolios. With robust tools for visualizing portfolio performance, analyzing returns, and tracking dividends, OnePortfolio offers a seamless experience for investors. It tracks multiple asset classes across brokers, provides real-time performance metrics, and includes risk analysis features like Sharpe ratios. The platform also simplifies data importation with drag-and-drop functionality, enabling quick integration of broker statements into a comprehensive investment dashboard.
Learn more
Snowball Analytics Reviews & Ratings
Snowball Analytics
Snowball Analytics serves as a comprehensive portfolio tracking platform that generates in-depth reports regarding your dividends. By allowing users to connect their brokerage accounts, it ensures seamless and automatic updates, enabling the tracking of a vast array of stocks, funds, and cryptocurrencies globally. This platform is compatible with over 1,000 brokers spanning the US, Europe, the UK, and Asia, thus facilitating the monitoring of virtually any stock, ETF, or mutual fund found worldwide. Supporting all major stock exchanges, it also provides portfolio performance insights in more than 25 currencies. Additionally, Snowball Analytics is equipped with a variety of analytical tools tailored for dividend screening. These tools include rebalancing features, yield on cost calculations, customizable withholding tax options, and dividend ratings, as well as performance assessments that account for fees and dividends. Users can also engage in benchmarking, backtesting, and constructing and testing dividend portfolios using historical data to enhance their investment strategies. The combination of these features makes Snowball Analytics an invaluable resource for investors looking to optimize their portfolios.
Learn more

Screenshots and Video

positions, target & stop loss

positions, target & stop loss

positions, target & stop loss smart import benchmark comparaison- P&L alert channels mobile app dividends income

Company Facts

Company Name:
PortfolioTrackr
Date Founded:
2026
Company Location:
United Arab Emirates
Company Website:
portfoliotrackr.com
Edit This Page

Product Details

Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training Options
Documentation Hub
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

PortfolioTrackr Categories and Features

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Crypto Portfolio Management Software

PortfolioTrackr Customer Reviews

Write a Review
  • Reviewer Name: J K.
    Position: Investor
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    really good

    Date: Mar 14 2026
    Summary

    great experience, very simple to use and very visual once you have all your stocks imported, it made my life easier, thank you

    Positive

    i love that you can track ALL kind of investment including UAE stocks that i couldn't find anywhere else. i love how you can get a notification once your TP is hit on stocks

    Negative

    trial period is no more than 3 days.. well to be honest i didn't need more time cause its straight forward but i only managed to import my stock in bulk using csv after i was full member

    Read More...
  • Previous
  • You're on page 1
  • Next