Investment tracking and analysis

Investment portfolio tracker

Bring stocks, ETFs, crypto and cash into one portfolio. Track value, gains/losses, FX impact, allocation and portfolio history.

Create portfolio Open calculator

✓ Start without registration✓ Sign in to sync across devices

What the tracker does

Key portfolio metrics without manual spreadsheets

Add real transactions and InvestmentCalc automatically recalculates the metrics that matter.

All assets in one place

Track stocks, ETFs, cryptocurrencies and cash positions in one portfolio across multiple currencies.

Gains/losses and FX impact

Separate asset-price gains and losses from currency movements and see the portfolio's total gain/loss.

Allocation and history

Review allocation by asset, type, currency and account, plus the history of portfolio value.

Backups and sync

Save portfolio snapshots, export JSON and sync your data across devices after signing in.

How it works

Three steps to a clearer portfolio view

Add transactions

Record buys, sells, deposits and withdrawals. Trades can include the payment currency and historical exchange rate.

Monitor the numbers

Portfolio value, invested amount, asset gain/loss, FX impact and allocation update automatically.

Save and continue on another device

Without sign-in, data stays in the browser. After authentication, the portfolio can sync through your account.

One portfolio across devices

MacBook, phone and another computer — the same data

When you use the same account, the portfolio syncs through protected storage. Local browser storage remains available as a fallback copy.

Row Level Security limits access so each user can read and change only their own portfolio data.

Questions

Frequently asked

Do I need an account to try the portfolio tracker?

No. You can start without registration and keep the data in the current browser. An account is required for cross-device sync.

Which assets can I track?

The tracker supports stocks, ETFs, cryptocurrencies and cash positions, including transactions in different currencies.

Can I create a backup?

Yes. You can keep saved copies inside the app and export or import the portfolio as a JSON file.

Is this investment advice?

No. InvestmentCalc is a tracking, calculation and analysis tool. It does not provide personalised investment advice or guarantee future returns.

InvestmentCalc tools

Continue your analysis with a related calculator

Move from recurring-investment planning to compound growth, financial goals, average-price calculations and real portfolio tracking with connected tools.

DCA calculator

Model recurring purchases, contribution frequency, expected returns, fees and inflation.

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Compound interest calculator

See how time, return assumptions and recurring contributions can affect capital growth.

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Historical investment calculator

Compare DCA, Constant Share and Value Averaging on real past data for a selected asset.

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Financial goal calculator

Estimate the monthly contribution needed to reach a target amount within a chosen time horizon.

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Average price calculator

Calculate a new average after additional purchases or the amount needed to reach a target average.

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Market events

Track important macro releases and events that may matter to your investment portfolio.

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Start now

Build your portfolio in InvestmentCalc

Add your first transactions and get one view of portfolio value, gains/losses and allocation.

Create portfolio