TrackInvest
TrackInvest / Product

Keep the details connected.

Move between the portfolio overview and individual holdings without losing the context of the whole.

Organize your portfolio
My portfolio Illustrative data
Total recorded value$125,000
Organized accounts3
Asset groups4
Portfolio mix4 groups

Equities52%

Bonds25%

Property funds13%

Cash10%

Sample records, not a recommended allocationPortfolio / Personal

Illustrative workspace · Sample data

01

Holdings together

Organize investments into a single portfolio workflow instead of disconnected notes.

02

Allocation at a glance

Understand how the holdings in your workspace contribute to the overall picture.

03

Account organization

Keep accounts distinct while reviewing them as part of your wider portfolio.

04

A useful history

Preserve the transaction and account context behind your investment record.

05

Portfolio perspective

Review the information you have collected over time without rebuilding a spreadsheet view.

06

Details when you need them

Move from a high-level overview to the holdings that need closer attention.

A few things to know

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.

Your next chapter

Know where everything stands.

Give your investment records a home and your portfolio a clearer perspective.

Organize your portfolio