About
Built by investors, for investors.
The story behind InvestTracker and the principles that guide it.
Why InvestTracker exists
Most portfolio trackers ask you to choose between powerful analytics and data privacy. Your holdings, transactions, and account balances are exposed to third-party services, governed by their privacy policies and subject to their business decisions. InvestTracker was built to offer a different approach.
InvestTracker is a portfolio analytics platform designed around privacy from the ground up. Your financial data is encrypted, isolated, and protected by strict access controls that ensure only you can see your holdings. No third-party analytics, no tracking, no data monetisation.
Who builds InvestTracker
InvestTracker is built by Adrian, an independent developer and active investor based in the United States. The project started from a personal need: a portfolio tracker that provided institutional-grade analytics without compromising on data privacy.
After years of using portfolio trackers and spreadsheets, the limitations became clear — limited analytics depth, questionable data practices, and the constant trade-off between features and privacy. InvestTracker was built to eliminate that trade-off entirely.
Our principles
- Privacy by design — your financial data is encrypted at rest and in transit. Strict access controls ensure complete data isolation between users. No one else can access your holdings — not other users, not third parties, not even us.
- Institutional-grade analytics — Sharpe ratio, maximum drawdown, asset correlation matrix, volatility tracking, and benchmark comparison. The same metrics used by hedge funds and wealth managers, available in your personal dashboard.
- Tax season confidence — FIFO, LIFO, and HIFO cost-basis methods with Form 8949-ready CSV exports. No more manually calculating capital gains across dozens of trades.
- Transparency — clear pricing, a public roadmap, and no hidden fees. No dark patterns and no selling user data to third parties.
What we offer
InvestTracker provides real-time price tracking, portfolio performance analytics, risk metrics, asset correlation analysis, multi-portfolio management, customisable price alerts with email notifications, and tax reporting with multiple cost-basis methods.
Getting started takes less than five minutes — create your account, add your holdings, and your dashboard is ready. No setup guides, no configuration files, no technical knowledge required.
Contact
Have questions, feedback, or partnership inquiries? Reach out at support@investtracker.app. For security-related matters, see our responsible disclosure process.