TrackInvestHoldings together
Organize investments into a single portfolio workflow instead of disconnected notes.
A clearer view of what you own
TI / A LONGER VIEWTrackInvestSee the whole picture.
Bring your holdings, accounts, and investment history into a portfolio view that makes sense. Less piecing things together. More understanding where you stand.
Portfolio tracking. Not trading advice.Portfolio overviewAccount organizationAllocation breakdownInvestment history
Everything in perspective
Many investments. One clear view.
Move between the portfolio overview and individual holdings without losing the context of the whole.
My portfolio Illustrative data
Total recorded value$125,000
Organized accounts3
Asset groups4
Portfolio mix4 groups
Equities52%
Bonds25%
Property funds13%
Cash10%
| Holding group | Account | Recorded value | Share |
|---|---|---|---|
| Equities | Investment account | $65,000 | 52% |
| Bonds | Retirement account | $31,250 | 25% |
| Property funds | Investment account | $16,250 | 13% |
| Cash | Cash account | $12,500 | 10% |
Sample records, not a recommended allocationPortfolio / Personal
Illustrative workspace · Sample data
Your portfolio, organized
Explore all featuresKeep the details connected.
Allocation at a glance
Understand how the holdings in your workspace contribute to the overall picture.
Account organization
Keep accounts distinct while reviewing them as part of your wider portfolio.
A useful history
Preserve the transaction and account context behind your investment record.
Portfolio perspective
Review the information you have collected over time without rebuilding a spreadsheet view.
Details when you need them
Move from a high-level overview to the holdings that need closer attention.
Bring your records together
Set up the accounts and holdings you want to organize.
Check the details
Review your records and make sure the portfolio reflects what you intend to track.
Keep a regular perspective
Return to a consistent view as your investment records change.
Portfolio notes
All resources A little order goes a long way.
Getting organized
Getting organized · 1 min read
Start with an investment record you can trust.
Bring the source material together before building the portfolio view.
Read the guideRoutine
Routine · 1 min read
Make your portfolio review repeatable.
Use the same questions each time you revisit your records.
Read the guidePerspective
Perspective · 1 min read
Keep your holdings and your research distinct.
What you own and what you are investigating answer different questions.
Read the guideA few things to knowGood questions.
Good questions.
Clear answers.
Does TrackInvest place trades?
This site presents a portfolio tracking and organization product, not a trade-execution service.
Does the preview show a recommended portfolio?
No. All figures and allocations are illustrative and are not investment recommendations.
How is this different from DividendScout?
TrackInvest focuses on investments you already track. DividendScout focuses on discovering and researching companies.
Which account connections are available?
Confirm supported data connections and import requirements during onboarding. Do not assume every broker or account is supported.
Know where everything stands.
Give your investment records a home and your portfolio a clearer perspective.
Organize your portfolio