How Portfolio Tracker Works
A comprehensive guide to understanding every feature of our platform. See exactly what you'll get and how it will help you make better investment decisions.
The 30-Second Overview
Portfolio Tracker transforms your list of holdings into actionable intelligence. Here's what happens when you use our platform:
1. Input Holdings
Add your stocks via CSV upload or manual entry
2. We Analyze
Our algorithms calculate 50+ metrics in seconds
3. Visualize
See your portfolio through interactive dashboards
4. Act
Receive signals and insights to optimize allocation
Multiple Ways to Add Your Portfolio
We've made it easy to get your holdings into our system, no matter where you currently track them.
Supported Brokerage Formats
We automatically detect and parse CSV exports from: Fidelity, Charles Schwab, TD Ameritrade, Robinhood, E*TRADE, Vanguard, Interactive Brokers, Webull, M1 Finance, and most other major brokerages. Custom CSV formats are also supported with our column mapping tool.
Deep Portfolio Analysis
The moment you add your holdings, our analysis engine gets to work. Here's everything we calculate and why it matters.
Sector Allocation Analysis
Understand how your portfolio is distributed across the 11 GICS sectors. Identify overweight and underweight positions relative to market benchmarks.
- Visual breakdown by sector with interactive charts
- Comparison against S&P 500 sector weights
- Identify concentration risk in specific sectors
- Historical sector allocation changes over time
"Your portfolio is 35% Technology, which is 7% overweight vs the S&P 500. Consider rebalancing if you want to reduce sector-specific risk."
Market Cap Distribution
See how your investments are spread across large-cap, mid-cap, and small-cap stocks. Different market caps carry different risk/reward profiles.
- Breakdown by Large Cap ($10B+), Mid Cap ($2-10B), Small Cap (<$2B)
- Weighted average market cap of your portfolio
- Compare against target allocation
- Identify style drift over time
"78% of your portfolio is in Large Cap stocks, providing stability but potentially limiting growth. Your small-cap allocation of 5% is below the benchmark 8%."
Geographic Exposure
Even domestic stocks have international revenue exposure. We analyze where your companies actually generate their revenue to show true geographic risk.
- Revenue-weighted geographic breakdown
- Domestic vs. International revenue split
- Emerging markets exposure analysis
- Currency risk assessment
"While 90% of your holdings are US-listed, 42% of their combined revenue comes from international markets, with 15% exposure to China."
Risk Metrics Dashboard
Professional-grade risk analytics that help you understand the volatility and downside potential of your portfolio.
- Portfolio Beta: Measures volatility relative to the market
- Standard Deviation: Overall portfolio volatility
- Sharpe Ratio: Risk-adjusted return measurement
- Maximum Drawdown: Largest peak-to-trough decline
- Value at Risk (VaR): Potential loss at 95% confidence
"Your portfolio beta of 1.25 means it tends to move 25% more than the market. In a 10% market decline, you could expect a ~12.5% portfolio decline."
Correlation Analysis
Understand how your holdings move together. High correlation means less diversification benefit, while low correlation provides better risk reduction.
- Correlation matrix for all holdings
- Identify highly correlated position pairs
- Diversification score for overall portfolio
- Suggestions for uncorrelated additions
"AAPL and MSFT have a 0.85 correlation—they tend to move together. Adding XOM (correlation: 0.12) would improve your diversification score."
Performance Attribution
Know exactly what's driving your returns. Break down performance by sector, holding, and time period to understand what's working.
- Contribution analysis by individual holding
- Sector-level performance attribution
- Time-weighted vs. money-weighted returns
- Benchmark comparison (S&P 500, custom)
"Your Technology holdings contributed +8.2% to your YTD return, while Energy detracted -1.4%. NVDA alone accounts for 35% of your total gains."
Real-Time News Intelligence
Stay informed with a curated news feed for every stock in your portfolio. Our AI filters out the noise and surfaces only the news that matters to your investments.
- Real-time news aggregation from 50+ trusted sources
- AI-powered filtering to show only material news
- Sentiment analysis for each news item
- Historical news archive for each holding
- Breaking news priority alerts
"Breaking: NVDA announced partnership with major cloud provider. Sentiment: Positive. This is a material event affecting 18% of your portfolio."
Actionable Intelligence Delivered to You
Don't just track—take action. Our signal engine monitors your portfolio 24/7 and alerts you when opportunities or risks emerge.
NVDA: Jensen Huang announces next-gen AI chip with 2x performance. Stock up 8% in after-hours trading. This holding represents 18% of your portfolio.
Technology sector showing weakening momentum. Consider reducing exposure and rotating to Healthcare which is entering a leadership phase.
Portfolio concentration alert: NVDA now represents 22% of your portfolio, exceeding your 15% single-stock limit.
AAPL reached your target price of $200. The stock is up 15% from your cost basis of $174.
META has dropped 18% from its 52-week high while maintaining strong fundamentals. RSI indicates oversold conditions.
Real-Time News That Actually Matters
Stop drowning in irrelevant news. Our AI-powered news engine delivers only the stories that could impact your portfolio.
Intelligent Filtering
We aggregate news from 50+ trusted financial sources and use natural language processing to filter out the noise. Only material news that could actually move your stocks makes it to your feed.
Sentiment Analysis
Each news item is analyzed for sentiment—positive, negative, or neutral. See at a glance whether the news is likely bullish or bearish for your holding.
Breaking News Alerts
When truly important news breaks—earnings surprises, FDA decisions, major partnerships, executive changes—get an instant email alert. You control the sensitivity and can set custom keywords.
News Archive
Access historical news for any holding. Perfect for due diligence or understanding how a stock has reacted to news in the past.
NVIDIA Reports Record Q4 Revenue of $22.1B, Beating Estimates
Apple to Host Spring Event Next Month, New Products Expected
Tesla Recalls 125,000 Vehicles Over Seatbelt Warning Issue
Microsoft Azure Growth Accelerates, Cloud Revenue Up 29%
Email Alert Settings
Customize exactly when you want to be notified. Set different alert levels for different holdings based on their importance in your portfolio.
NVIDIA beat estimates by 12%. Stock up 8% after-hours. This holding represents 18% of your portfolio.
Everything at a Glance
Your personalized dashboard brings together all metrics, visualizations, and signals in one place.
NVIDIA Corporation
Apple Inc.
Microsoft Corporation
Alphabet Inc.
NVIDIA Reports Record Q4 Revenue, Beats Expectations
Apple Announces New AI Features for iPhone 17
Tesla Faces Increased Competition in China Market
Microsoft Azure Growth Accelerates in Cloud Services
Why Portfolio Tracker?
See how we compare to basic tracking tools and spreadsheets.
| Feature | Portfolio TrackerOur Platform | Basic TrackersYahoo, Google Finance | SpreadsheetsExcel, Google Sheets |
|---|---|---|---|
| Real-time price updates | — | — | |
| Curated news feed per holding | — | — | |
| Breaking news email alerts | — | — | |
| AI-filtered important news only | — | — | |
| Automatic sector classification | — | ||
| Risk metrics (Beta, Sharpe, VaR) | — | — | |
| Correlation analysis | — | — | |
| Sector rotation signals | — | — | |
| Performance attribution | — | ||
| Multiple portfolio support | |||
| Mobile alerts | — | ||
| Historical analysis | — |
Security & Privacy First
We understand that your portfolio data is sensitive. Here's how we protect it:
Frequently Asked Questions
Got questions? We've got answers.
How does the news filtering work?
Our AI analyzes news from 50+ sources in real-time using natural language processing. We classify news by materiality (likely to move the stock), sentiment (positive/negative/neutral), and relevance to your specific holdings. Only truly important news surfaces to your feed—things like earnings surprises, FDA decisions, major partnerships, executive changes, and significant market events. You can customize sensitivity levels and choose to receive email alerts for breaking high-impact news.
How do you calculate portfolio risk metrics?
We use industry-standard methodologies including Modern Portfolio Theory (MPT) for correlation analysis, historical price data for volatility calculations, and regression analysis for beta measurements. All calculations use at least 252 trading days of historical data to ensure statistical significance.
How often are prices and news updated?
Price and news updates depend on your plan. Starter plans receive end-of-day prices and daily news digests. Pro plans receive real-time prices and news during market hours, with instant email alerts for breaking news. Enterprise plans add push notifications and webhook integrations for automated workflows. All plans receive pre-market and after-hours coverage.
Can I track options, ETFs, and mutual funds?
Yes! We support tracking of stocks, ETFs, mutual funds, and ADRs. Options support is available on Pro and Enterprise plans, including Greeks calculations and P&L scenarios. Cryptocurrency tracking is on our roadmap for Q2 2026.
How is my data protected?
We use AES-256 encryption for data at rest and TLS 1.3 for data in transit. Your portfolio data is stored in SOC 2 Type II certified data centers. We never share your holdings with third parties, and you can export or delete your data at any time. We don't require brokerage login credentials—we only work with position data you provide.
What makes your sector rotation signals different?
Our sector rotation model combines relative strength analysis, momentum indicators, breadth data, and macroeconomic factors to identify sector leadership changes before they become obvious. The same signals power our main Stock Market Rotation tool, which you can explore for free.
Can I track multiple portfolios?
Starter plans support one portfolio. Pro plans support up to 3 portfolios (perfect for separating taxable, IRA, and 401k accounts). Enterprise plans support unlimited portfolios with consolidated reporting across all accounts.
Do you support international stocks?
Yes, we support stocks listed on major exchanges including NYSE, NASDAQ, LSE, TSX, ASX, and more. Currency conversion is handled automatically using real-time exchange rates. Some analytics may be limited for stocks with less trading history or liquidity.
How do I cancel my subscription?
You can cancel anytime from your account settings. Your subscription will remain active until the end of your billing period. We offer a full refund within the first 14 days if you're not satisfied. There are no cancellation fees or long-term commitments.
Ready to Transform Your Portfolio Management?
Start your free 14-day trial today. No credit card required. Cancel anytime.