The investment
analytics platform built for
serious traders.
Portfolio analytics with real-time prices, risk metrics, correlation analysis, and tax-ready capital gains reports — all in one private dashboard.
Product Demo
Everything at a glance.
Everything at a glance — your portfolio health in one view
Institutional-grade metrics.
Institutional-grade metrics. Sharpe, drawdown, correlation, volatility.
Never miss a threshold again.
Set price targets, percentage moves, or portfolio value thresholds — get notified by email the moment conditions are met.
Your accountant will thank you.
FIFO, LIFO, HIFO — your accountant will thank you.
Platform Features
Separate books. One view.
Manage retirement, trading, and DeFi portfolios independently — then switch between them instantly. Each portfolio has its own holdings, transaction history, and performance metrics, keeping your long-term savings separate from your active trading book.
Your data stays
yours. Always.
Your portfolio is encrypted and protected by strict data isolation. No one else can access your holdings — not other users, not third parties, not even us. No analytics, no tracking, no selling your data. Not ever.
Get Started in Three Steps
Create your account
Sign up in seconds. Your private, encrypted dashboard is ready immediately — no setup, no configuration, no technical knowledge required.
Import your portfolio
Add holdings manually or bulk-import via CSV. InvestTracker fetches real-time prices and begins tracking cost basis, unrealized gains, and daily snapshots automatically.
Analyze and optimize
Open your dashboard to view Sharpe ratio, volatility, maximum drawdown, asset correlations, and benchmark comparisons. Set price alerts, generate tax reports, and rebalance with confidence.
Why InvestTracker
Built for privacy
Your portfolio data is encrypted and isolated with strict access controls. Only you can access your holdings — not other users, not third parties, not even us.
Institutional-grade analytics
Sharpe ratio, maximum drawdown, asset correlation matrix, and volatility tracking — the same metrics used by hedge funds, available in your personal dashboard.
Tax season, simplified
Generate capital gains reports using FIFO, LIFO, or HIFO cost-basis methods. Export Form 8949-ready CSV files and hand them directly to your accountant.
Pricing Plans
Simple, transparent pricing.
Choose the plan that fits your portfolio. Upgrade, downgrade, or cancel anytime.
- 1 portfolio
- Real-time prices
- Basic analytics
- CSV import / export
- 5 price alerts
- Daily snapshots
- Tax reports
- Correlation matrix
- 5 portfolios
- Everything in Lite
- Full analytics suite
- Tax reports (Form 8949)
- 50 price alerts
- Correlation matrix
- Rebalancing calculator
- Priority support
All plans include a 14-day free trial. Cancel anytime.
Frequently Asked Questions
Plans start at $5/month for Lite and $19/month for Pro. Save 20% with annual billing. All plans include a 14-day free trial.
Your account switches to read-only mode. No data is deleted. Upgrade anytime to regain full access.
Yes. Upgrade or downgrade at any time. Changes take effect at your next billing cycle.
Any cryptocurrency listed on CoinGecko — over 10,000 coins and tokens. Stock and ETF support is on the roadmap.
Absolutely. Your data is encrypted at rest with AES-256 and in transit with TLS. Strict access controls ensure that only you can see your portfolio — not other users, not third parties, not even us.
Create your account, add your first holdings, and your dashboard is live in under five minutes. No setup guides or technical knowledge required.
Your portfolio deserves
better analytics.
Start your 14-day free trial. No credit card required.
Start your free trial