Portfolio Tracker
Track and analyze your investment portfolio performance. Monitor stocks, mutual funds, ETFs, and crypto assets in one place with real-time insights.
Add Your Investments
Your Portfolio
| Investment | Qty | Cost | Current | Returns | Action |
|---|
Asset Allocation
Performance Metrics
Top Performers
Portfolio Insight
Your portfolio is performing well with 16.67% returns. Consider rebalancing to maintain your target asset allocation.
About Portfolio Tracker
The Portfolio Tracker helps you monitor and analyze your investment portfolio across different asset classes including stocks, mutual funds, ETFs, and cryptocurrencies. Track performance, calculate returns, and get insights to make informed investment decisions.
Key Features
Real-time Tracking
Monitor portfolio performance with up-to-date market prices and calculations.
Asset Allocation
Visualize your investment distribution across different asset classes and sectors.
Performance Metrics
Calculate key metrics like CAGR, alpha, beta, Sharpe ratio, and volatility.
Rebalancing Tools
Get suggestions for portfolio rebalancing to maintain your target allocation.
How to Use Portfolio Tracker
Add Investments
Enter your investments with purchase details including date, quantity, and price.
Update Prices
Enter current market prices or use live data feeds where available.
Analyze Performance
Review returns, allocation charts, and key performance metrics.
Take Action
Use insights to rebalance portfolio and make informed decisions.
Portfolio Metrics Explained
CAGR (Compound Annual Growth Rate)
The annualized return rate that would be required for an investment to grow from its beginning balance to its ending balance.
Alpha
A measure of performance on a risk-adjusted basis. Positive alpha indicates outperformance relative to the market.
Beta
Measures the volatility of an investment compared to the market. Beta of 1 means moves with the market.
Sharpe Ratio
Measures risk-adjusted return. Higher Sharpe ratio indicates better risk-adjusted performance.