Portfolio Tracking Tool

Understand Your Portfolio —
Even If You're Just Getting Started.

Track performance, compare to top indices, and get AI-powered analytics that actually make sense.

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Limited: Lifetime discount for the first 100 users

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Featured on FolioTrack - Portfolio tracking tool with AI insights | Product Hunt
Folio Index +96.0%
4,821.32
5Y total return · Updated just now
1M 3M 1Y 5Y
2020 2021 2022 2023 2024 2025

Most beginners don't lose money because of bad picks — they lose because they don't understand their portfolio.

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Are you beating the market?

Most investors have no idea whether they're ahead of or behind the S&P 500.

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Are you diversified enough?

Is all your money concentrated in the same sector without you even realising?

⚠️

Are you taking unnecessary risks?

Overexposure to a single asset can quietly drag down your whole portfolio.

👉 If you don't know the answers — you're not alone.

The Solution

Everything you need to see and understand your portfolio.

No finance degree required. Everything you need to go from "I have no idea what's happening" to "I understand my portfolio completely."

AI that explains your performance

Get a plain-English breakdown of your portfolio — allocation, diversification, risk exposure — written by AI, not jargon.

AI-Powered

Compare against major indices

Instantly see how your portfolio stacks up against the S&P 500, NASDAQ, FTSE 100, and 6 more — on one normalised chart.

Clean portfolio tracking

Daily change, total value, and gain/loss for all your holdings — equities, funds, and commodities — in one clean dashboard.

Dividend & event calendar

Never miss an ex-dividend date. See upcoming dividend payments for your holdings alongside macro events that move markets.

Smart watchlist

Watch assets and securities you're considering before you commit. Monitor prices and performance without adding them to your portfolio.

Compound interest calculator

Model how your money grows over time. Free to use — no account needed. Try it now →

Key Differentiator

Not just data —
real insights.

Most portfolio trackers show you numbers. FolioTrack's AI reads your actual holdings and tells you what those numbers mean — in plain English, not financial jargon.

👉 No jargon. Just clarity.

AI Portfolio Analysis
Example — not real data
Informational only. This is an objective data analysis of your portfolio — not financial advice.

Your portfolio holds 4 positions across 2 asset types (2 equities, 2 funds) with a total value of $6,938.97. Unrealised gain: +$3,850 (+124.8%) on cost basis.

Allocation
Funds · 78.3% Equities · 21.7%
Concentration risk Your top holding (TDIV) represents 78.3% of total portfolio value. Combined with AAPL, your top two positions account for 97.8% of the portfolio.
🎉 Early Adopter Offer

First 100 users get a
lifetime discounted price.

No tricks. No expiry. Your price stays forever.

Start your free 14-day trial today. If you love it, lock in the early-adopter rate before it's gone.

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14-day free trial · No credit card required · Cancel anytime · Not financial advice

14-day free trial

Everything in one place.
Try it free for 14 days.

AI analysis, index comparison, dividend and economic calendars, and your portfolio dashboard — full access from day one, no credit card needed to start.

Start Free Trial Try the calculator

No credit card required · 14-day free trial · From $10.83/mo after trial

FolioTrack is a portfolio tracking tool. We do not provide financial advice.

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