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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.

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Private & encrypted · No third-party data sharing
Total portfolio value
$226,805.88
+1.09%
24h
+$2,451
Unrealized
+$107k
Win rate
76%
Risk metrics
Sharpe3.21
Max DD−33.63%
Volatility86.14%
ETH hit $3,500 target
0
analytics metrics tracked
0
tax reporting methods
0%
private & encrypted
<0 min
to get started
BTC$67,432.10+2.31%·ETH$3,521.88+4.17%·SOL$182.44+6.82%·XRP$0.6218+1.05%·ADA$0.4821-1.23%·AVAX$38.17+3.44%·LINK$14.92+1.67%·AAPL$189.84+0.72%·MSFT$417.52+1.14%·NVDA$878.36+3.28%·TSLA$178.02-2.41%·AMZN$182.30+0.95%·GOOGL$155.72+0.63%·S&P 500$5,137.08+0.52%·NASDAQ$16,274.94+0.83%·DOW$39,131.53+0.12%·GOLD$2,338.40+0.87%·SILVER$30.42+1.53%·OIL$78.26-0.64%·URANIUM$91.80+2.17%·SPY$513.64+0.51%·QQQ$443.28+0.79%·GLD$218.52+0.85%·BTC$67,432.10+2.31%·ETH$3,521.88+4.17%·SOL$182.44+6.82%·XRP$0.6218+1.05%·ADA$0.4821-1.23%·AVAX$38.17+3.44%·LINK$14.92+1.67%·AAPL$189.84+0.72%·MSFT$417.52+1.14%·NVDA$878.36+3.28%·TSLA$178.02-2.41%·AMZN$182.30+0.95%·GOOGL$155.72+0.63%·S&P 500$5,137.08+0.52%·NASDAQ$16,274.94+0.83%·DOW$39,131.53+0.12%·GOLD$2,338.40+0.87%·SILVER$30.42+1.53%·OIL$78.26-0.64%·URANIUM$91.80+2.17%·SPY$513.64+0.51%·QQQ$443.28+0.79%·GLD$218.52+0.85%·BTC$67,432.10+2.31%·ETH$3,521.88+4.17%·SOL$182.44+6.82%·XRP$0.6218+1.05%·ADA$0.4821-1.23%·AVAX$38.17+3.44%·LINK$14.92+1.67%·AAPL$189.84+0.72%·MSFT$417.52+1.14%·NVDA$878.36+3.28%·TSLA$178.02-2.41%·AMZN$182.30+0.95%·GOOGL$155.72+0.63%·S&P 500$5,137.08+0.52%·NASDAQ$16,274.94+0.83%·DOW$39,131.53+0.12%·GOLD$2,338.40+0.87%·SILVER$30.42+1.53%·OIL$78.26-0.64%·URANIUM$91.80+2.17%·SPY$513.64+0.51%·QQQ$443.28+0.79%·GLD$218.52+0.85%·

Product Demo

Dashboard

Everything at a glance.

Everything at a glance — your portfolio health in one view

investtracker.app/dashboard
Total Value
$226,805
Unrealized P&L
+$107,432
Win Rate
76%
Analytics

Institutional-grade metrics.

Institutional-grade metrics. Sharpe, drawdown, correlation, volatility.

investtracker.app/dashboard/analytics
Sharpe
3.21
Max DD
-33.6%
CAGR
127%
Volatility
86.1%
Correlation matrix
Smart Alerts

Never miss a threshold again.

Set price targets, percentage moves, or portfolio value thresholds — get notified by email the moment conditions are met.

investtracker.app/dashboard/alerts
Active alerts
12
Triggered today
3
ETHabove $3,5002m ago
BTCbelow $60,00018m ago
SOL+12% in 24h1h ago
ADAbelow $0.503h ago
Tax Reports

Your accountant will thank you.

FIFO, LIFO, HIFO — your accountant will thank you.

investtracker.app/dashboard/tax-reports
FIFO
LIFO
HIFO
AssetProceedsCost basisGain/Loss
BTC$33,600$14,200+$19,400
ETH$10,500$7,080+$3,420
SOL$2,180$2,920-$740
NET GAIN (FIFO)+$22,080

Platform Features

Multi-portfolio

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.

Retirement
$142k
Trading
$87k
DeFi
$31k
Privacy

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.

Who can see your data
YouAllowed
Other usersBlocked
Third-party trackersBlocked
Even usBlocked
Encrypted
AES-256 at rest
Verified
Server-side auth
Isolated
Strict data separation
No tracking
Zero analytics

Get Started in Three Steps

01

Create your account

Sign up in seconds. Your private, encrypted dashboard is ready immediately — no setup, no configuration, no technical knowledge required.

02

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.

03

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.

Lite
$5/mo
  • 1 portfolio
  • Real-time prices
  • Basic analytics
  • CSV import / export
  • 5 price alerts
  • Daily snapshots
  • Tax reports
  • Correlation matrix
Start trial
Most popular
Pro
$19/mo
  • 5 portfolios
  • Everything in Lite
  • Full analytics suite
  • Tax reports (Form 8949)
  • 50 price alerts
  • Correlation matrix
  • Rebalancing calculator
  • Priority support
Start trial

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
InvestTracker

Institutional-grade portfolio analytics for independent investors.

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