Portfolio tracking tool for long-term investors to automate and analyze performance

This web-based portfolio tracking and reporting tool is built for long-term investors who want an accurate view of performance across a single portfolio that can include stocks, ETFs, crypto, forex, bonds, mutual funds, and more, and it calculates returns using a money-weighted methodology (MWRR) that accounts for cash flows, dividends or income distributions, fees, and corporate actions, with nine built-in reports—Performance, Trade, Dividend, Benchmarking, Cash Account, Contribution, Diversification, Multi-Currency, and Multi-Period—plus Progressive Web App (PWA) access for seamless use across devices. Key Highlights ✅ Built for long-term investors who want automated tracking and clear performance reporting ✅ Supports multiple asset classes in one portfolio, including stocks, ETFs, crypto, forex, bonds, and mutual funds ✅ Uses money-weighted returns (MWRR) to reflect real-world cash flows and true investor performance ✅ Accounts for dividends or income distributions, fees, and corporate actions in return calculations ✅ Includes nine dedicated reports covering performance, trades, dividends, benchmarking, cash, contributions, diversification, multi-currency, and multi-period views ✅ Available as a web app with a Progressive Web App (PWA) for smooth cross-device access and management

Category:
SaaS
Asking Price:
$25,000
Annual Revenue:
$922
Annual Profit:
$-5,757