TrackInvest
TrackInvest / Plans

A clearer view, at your scale.

Start with the records you want to organize. Confirm your workspace needs before choosing a paid plan.

Your workspace

Personal

Create an account and start your portfolio setup.

Start free
  • Individual account
  • Portfolio organization setup
  • Your tracking requirements
Organize your portfolio
For growing teams

Complete

For a more detailed investment record.

On request
  • Multi-account requirements
  • History and allocation needs
  • Workspace onboarding
Organize your portfolio
Your workspace

Professional

For specialized portfolio workflows.

Custom
  • Workflow review
  • Reporting requirements
  • Dedicated onboarding
Organize your portfolio

Account creation is free. Account limits, available data connections, and paid pricing are confirmed before activation.

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