Portfolio turns 5 hours of weekly spreadsheet work into 20 minutes. Track every idea, set smart alerts, and monitor your portfolio — all in one place.
Every week, serious investors lose hours building, formatting, and manually updating spreadsheets. That's time you could spend finding the next great trade — not wrestling with VLOOKUP.
Portfolio automates everything: real-time data, smart alerts, portfolio analytics, and client management — all without touching a single cell.
Built by investors, for investors. No bloat. No friction. Just the tools that move the needle.
Log every stock idea with custom notes, thesis, and context. Never lose a great idea in a tab buried somewhere on your desktop again.
Set price, P/E, entry, and exit alerts in bulk. Get notified the moment an opportunity hits your targets — never miss a setup again.
Visualize your exposure by sector, industry, beta, and performance. Understand your risk and concentration at a glance.
Manage a personal account, IRA, and growth portfolio separately — or all at once. Clean separation with unified oversight.
Track client portfolios with notes and task reminders. Stay on top of every relationship without missing a follow-up.
Move an open position to closed with a single click. Monitor closed trade performance and P&L history effortlessly.
Add a single stock to one or multiple portfolios at once. Stop duplicating work across tabs and sheets.
P/E ratios, revenue growth, YTD changes — updated live. Make decisions with current data, not yesterday's numbers.
Compare your portfolio's 1YR and YTD return against SPY. Know your alpha, understand your edge, and track what matters.
A clean interface built for speed. Add stocks, set targets, write notes — then let Portfolio do the heavy lifting.
No credit card. No trial period. Just create an account and you're in — immediately.
Import from a list or add ideas one by one. Assign to one or multiple portfolios instantly.
Define price targets, P/E thresholds, and entry/exit levels in batch — then forget about it.
Portfolio watches everything in real-time. You get notified. You make the call. That's it.
Get instant breakdowns by sector, industry, beta, and performance. Understand your concentration risk, identify gaps, and make smarter allocation decisions — without manually calculating anything.
Stop setting alerts one ticker at a time. Select your entire watchlist, choose an alert type — Stop Loss, P/E target, Target Entry, Target Exit — and apply it to every position at once.
Already have a watchlist in Excel or Google Sheets? Upload a CSV and your entire list populates in seconds. No manual entry required.
Try everything free for 3 months. No credit card needed. Then just $10/mo.
| Feature | Google Sheets / Excel | Portfolio App |
|---|---|---|
| Real-time price & P/E data | ⚠ Requires API setup | ✓ Built-in, automatic |
| Price & valuation alerts | ✗ Not supported | ✓ Batch alerts included |
| Portfolio breakdown analytics | ⚠ Manual, time-consuming | ✓ Instant, automated |
| Multiple portfolio tracking | ⚠ Multiple files, complex | ✓ Native multi-portfolio |
| Client account management | ✗ Requires separate tools | ✓ Built-in with reminders |
| One-click trade closing | ✗ Manual row management | ✓ Single click |
| Benchmark comparison | ⚠ Manual calculation | ✓ Auto vs SPY |
| Time required per week | ~5 hours | ~20 minutes |
| Cost | $0 – $30/mo | Free 3 months, then $10/mo |