---
title: PortfolioTrackr Reviews
meta_title: 'PortfolioTrackr Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how PortfolioTrackr works for a business like yours.
date_modified: '2026-08-25'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# PortfolioTrackr Reviews
**Vendor:** PortfolioTrackr  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About PortfolioTrackr
PortfolioTrackr is a live multi-market portfolio tracker for people who manage their own money. Track stocks, ETFs, crypto, commodities, forex and futures across 45 exchanges and 40 currencies, from New York, London and Tokyo to Singapore, Mumbai, Dubai and Riyadh, including ADX, DFM and Tadawul. Every holding converts to your base currency, so one number actually means something. WHO IT'S FOR You make your own investment decisions and intend to keep it that way. Your money is in more than one broker, asset class or currency. You have targets, and you've missed one because you weren't looking. GET EVERY POSITION IN ONE PLACE Smart import takes a position however it already exists: • Speak a trade out loud • Type it in plain words, no forms and no ticker lookup • Screenshot your broker app and it reads the positions off the image • Upload a CSV, Excel or PDF file, with no fixed template to follow • Or sync a broker: 35 supported, but optional and never required SET A TARGET, THEN STOP WATCHING • Target 1, target 2 and a stop loss on any position • Progress bars so you can see where each one stands • Alerts on WhatsApp, Telegram, SMS, email or browser push ALSO INCLUDED • Profit and loss per position and across the whole portfolio • Short positions with inverted P&L • Several portfolios, viewable combined • Dividend tracking with income forecasts and yield on cost • Benchmark comparison against the S&P 500, NASDAQ-100 or Gold • FIFO capital gains reporting • Fundamentals: P/E, EPS, margins, debt ratios and analyst targets and others • Earnings calendar, market news and a watchlist • Read-only sharing links, CSV and PDF export • Native iOS and Android apps, plus a full web dashboard ANALYSIS, NOT ADVICE (PRO) Ask for an AI analysis of any position and get paragraphs of reasoning: revenue growth, margins, liquidity and analyst targets, weighed against your own entry price, with the risks stated as plainly as the case for it. A co-pilot, not an autopilot. WHAT WE DON'T DO No algorithm telling you what to buy. No ads. No selling your data. We never recommend a security. WHO BUILT IT Investors tracking their own positions across three brokers and two currencies in a spreadsheet, and getting it wrong. PortfolioTrackr is what replaced it. Every position. One dashboard. Clear decisions. Free 3-day trial, no card required. https://portfoliotrackr.com Not financial advice. Past performance is not indicative of future results.






- [View PortfolioTrackr pricing details and edition comparison](https://www.g2.com/products/portfoliotrackr/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-08+23%3A52%3A29+-0500&secure%5Bsession_id%5D=c7092f8e-7479-4d2e-85b0-5342c3935c89&secure%5Btoken%5D=8c777069bf99b23c0422a7101dc46040065d5d36c4b572b4813b88be1428e1b5&format=llm_user)

## PortfolioTrackr Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

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