See your investments in one clear view.

A planned personal portfolio workspace to organise holdings, investment costs, returns and income without scattered spreadsheets.

Product status: Planned for development. Features below describe the intended product and are not active yet.

Planned capabilities

What this product will offer

We will launch features in stages after data quality, security and functionality are tested.

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Organise investments by asset, quantity, average cost and current value when market data is connected.

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Review realised and unrealised gains with clear calculation assumptions.

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Track dividend entries and other portfolio income over time.

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View how investments are distributed across categories and identify concentration.

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Keep an organised list of stocks and other instruments you want to research.

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Portfolio information should be protected behind authenticated user access; never enter broker passwords into an unverified tool.

FinBrooks Premium

Portfolio Tracker is planned. Live broker syncing and real-time valuations are not available yet.

Planned features only. Data availability may vary. Nothing on this page guarantees investment outcomes or constitutes personalised investment advice.

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