I Built a Portfolio Tracker Because I Couldn't Find One That Tracked Everything

If you invest in more than one asset class, you probably know this problem.

Your stocks and ETFs are in one brokerage account.

Your crypto is spread across a couple of wallets or exchanges.

Maybe you also own commodities, index funds, or other investments.

And when you want to answer one very simple question:

"How is my entire portfolio actually performing?"

Things suddenly become complicated.

You either open several apps, maintain a spreadsheet, or use a portfolio tracker that works great for one asset class but poorly for everything else.

That's the problem I wanted to solve.

One portfolio instead of five different apps

I built Portfolio Tracker inside CalculatorAI with a simple idea:

It shouldn't matter where you invest or what you invest in. Your entire portfolio should be understandable from one dashboard.

The tracker supports:

• Stocks
• ETFs
• Crypto
• Indices
• Commodities
• Multiple brokerage accounts
• Multiple crypto wallets/accounts

Instead of looking at every investment separately, you can see the portfolio as one system.

Tracking value isn't enough

One thing I noticed while looking at portfolio trackers is that many of them focus heavily on one number:

Current portfolio value.

That's useful, but it doesn't tell the whole story.

So I wanted the dashboard to answer questions like:

• How much capital have I actually invested?
• What is my realized vs. unrealized P&L?
• What is my real return?
• What is my XIRR?
• Which assets are helping or hurting the portfolio?
• How concentrated am I in one asset class or sector?
• How much dividend income am I generating?
• How is performance distributed across different accounts?

The tracker therefore includes portfolio analytics, allocation breakdowns, performance metrics, dividends, tax lots, and other tools around the same portfolio data.

I also wanted to look forward

Tracking the past is only half of portfolio management.

So I added a Portfolio Growth Simulator.

You can take your existing portfolio, expected future contributions, and assumed returns and model what the portfolio could look like years from now.

It's not a prediction.

It's simply a way to answer questions such as:

"If I continue investing like this, what could the numbers look like in 5, 10, or 20 years?"

Why I built it

There are obviously many portfolio trackers in the world.

But I couldn't find one that combined the different asset classes, accounts, portfolio analytics, and planning tools in exactly the way I wanted.

So I built it.

The goal isn't to tell investors what to buy or sell.

There are no trading signals or promises about future returns.

The goal is much simpler:

Put your investments in one place and actually understand what is happening with your money.

You can try the Portfolio Tracker here:

https://calculatorai.app/portfolio-tracker

I'm especially interested in feedback from people who invest across multiple asset classes.

If you already use another portfolio tracker, I'd also love to know:

What's the one feature you couldn't live without?