For self-directed investors

Your portfolio, on one screen.

A personal portfolio tracker that keeps a clean, private record of your stocks and options. See performance over time, track dividends, and watch upcoming corporate events for the companies you hold.

Get started — from $10.42/mo Try the live demo →

7-day free trial · Cancel anytime · 1 personal portfolio.

Portfolio Performance Dividend Calendar Admin

Portfolio

Sector Industry Market cap Country Currency Exchange Security type Strategy

Basic Materials

51.91%

Commodities

21.58%

Materials

12.03%

Other

9.89%

Energy

4.59%

100%

Private & encrypted

Stocks & options

Multi-leg supported

10+ years

Daily price history

Daily refresh

Quotes & calendar

Features

Everything you need to track a real portfolio.

Built around what individual investors actually do — long stock positions, multi-leg options, dividend income, and corporate events. No fluff.

Real-time stocks & options

Track open and closed positions across stocks and multi-leg option trades. Live quotes refresh through the day; option chains update with mid + IV + Greeks.

Allocation breakdown

Click into sector, industry, market cap, country, currency, exchange, security type, or strategy. Filters cross-link, so picking "Financials" reshapes every other dimension.

Performance vs. benchmarks

See your total return against the S&P 500, Nasdaq, and MSCI All-World — daily, weekly, monthly. Cumulative line, period bars, or both at once.

Dividend tracking + PADI

Per-period dividend income, projected annual dividend income (PADI), 1Y / 3Y / 5Y growth rates per holding, and a forward-looking projection chart.

Corporate event calendar

Earnings, ex-dividend dates, dividend pay dates, splits, and macro events in a clean Beleggen-style calendar — plus a per-ticker timeline in the company drawer.

Worth + deposits view

See your portfolio value over time alongside cumulative cash deposits — so you can tell what's market gain vs. what you've actually put in. Hover any date for the full breakdown.

A clean record. Not another spreadsheet.

Stop reconciling broker statements every quarter. Enter positions once and let the dashboard do the rest.

Portfolio Value Over Time

Portfolio value (stocks + options + cash) vs. cumulative deposits

Combined Day

Portfolio value Cumulative cash deposits · Period gain Period loss

Pricing

One plan. Everything included.

7-day free trial on either plan. Pay monthly or annually — same product either way.

Monthly

Pay as you go.

$12.50/mo

7-day free trial · Cancel anytime.

Start free trial — monthly

SAVE 17%

Annual

Best value.

$125/yr

Equivalent to $10.42/mo.

Start free trial — annual

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Frequently asked questions

Is my data private?: Yes. Each user's positions are isolated at the database level — no other user can read your data, and we don't sell or share it. The tracker is built specifically for personal use, not as a social trading platform.
How do I get my positions in?: Three ways: type them in directly (fastest for a small portfolio), paste a CSV from your broker, or upload a screenshot of your broker dashboard — the importer reads it with AI vision and stages every row for review before it lands in your portfolio.
Which exchanges and brokers are supported?: Any ticker that EODHD covers — that includes US (NYSE, Nasdaq), Canada (TSX, TSX-V), UK (LSE), most major European exchanges (Euronext, Xetra, Borsa Italiana), Australia (ASX), and dozens more. Multi-currency holdings are converted to USD with daily FX rates.
Can I cancel anytime?: Yes. Both plans start with a 7-day free trial — cancel during the trial and you're charged nothing. After the trial, subscriptions are managed through Stripe and you can cancel from your account page in one click. Monthly subscribers stop being charged at the end of their billing cycle; annual subscribers keep access through their paid year.
How is this different from my broker's dashboard?: Brokers show what's in their account. If you split capital across multiple brokers (or have a self-managed pension and a personal account), you don't get a unified view. SoT Portfolio Tracker is broker-agnostic: type in everything once, see it all together, with proper performance attribution and corporate-event tracking that most brokers don't offer.
Does it work on mobile?: It's optimized for desktop right now (where you actually do portfolio analysis). It's usable on tablet/phone, but the data tables are best read on a wide screen.