Track every investment in one portfolio view
Monitor holdings, allocation, performance, fundamentals, dividends, and cash flow across a general investment portfolio.
Fast
Start quickly
Teams
Built for collaboration
API
Workflow ready
Scale
Room to grow
Built for the job
Purpose-built portfolio tracking platform
TrackInvest gives teams the core holdings they need for investors and portfolios. It is built around practical workflows, clear controls, and a path from first setup to production use.
holdings ready to use
allocation built in
performance reports as your team grows
Operational clarity
Know what is happening
Move faster without losing visibility. TrackInvest keeps the important activity, settings, and operational details in one place so teams can understand what is happening and improve it over time.
Growth path
From first project to production
Start small, then add team workflows, integrations, reporting, and support as usage grows. TrackInvest is designed to be useful early and durable later.
Simple plans for growing teams
Start with the essentials, then add capacity, collaboration, and support as your workflow grows.
Starter
- Core holdings
- Basic allocation
- Email support
Growth
- Advanced holdings
- Team allocation
- performance reports
- Priority support
Managed
- Custom setup
- Private workflows
- Migration support
- Dedicated assistance
Built for focused operators
"TrackInvest gives our team a focused workflow instead of another scattered toolchain."
Early customer
Product team
"The setup is practical enough for first projects and structured enough for production use."
Beta user
Technical operator