Scale yourPortfolio
Track, analyze, and optimize your investments with real-time market intelligence
Complete Financial Terminal
Stop tinkering with Excel. A stack designed for risk analysis and performance tracking.
AI Smart Import
Zero manual entry. Import from T212, Trade Republic, Revolut (CSV/JSON/TXT) or just paste text or image.
Privacy First
Local data only. Blur mode to share without revealing your amounts.
Auto Dividends
Automatic historical data from Yahoo Finance. Total Return calculated.
Risk Analytics Pro
VaR 95%, Annualized Volatility, Sharpe Ratio, Beta. Institutional metrics.
Benchmark Comparison
Overlay your portfolio with S&P 500, Bitcoin, ETFs. Real-time comparison.
COMMAND PALETTE
Power-user shortcuts. Search, navigate, and execute actions in milliseconds. Your keyboard is your superpower.
MULTI-CURRENCY
See your portfolio in EUR or USD instantly. Real-time FX rates. One click to switch, zero friction.
PORTFOLIO HEATMAP
Visualize your entire portfolio at a glance. Size = weight, color = daily performance. Spot winners and losers instantly.
CORRELATION MATRIX
Understand asset relationships. Identify diversification opportunities and hidden risks in your portfolio.
Import from any broker
Our AI-powered import system works with any format. Just paste your positions.
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+ many more brokers supported via AI import
See it in action
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Experience the terminal in action
Frequently Asked Questions
Everything you need to know about Portfolio Terminal
No. Portfolio Terminal is 100% privacy-first. All your data is stored locally in your browser using localStorage.
Simply paste any text containing your positions. Our AI parses and structures your data automatically.
"50 AAPL, 100 MSFT, 25 GOOGL"
We provide institutional-grade analytics including:
+ Maximum Drawdown, S&P 500 benchmark comparison, and more.
Yes, 100% free. We believe everyone deserves access to professional portfolio analytics.
Absolutely! Click Try Demo to explore a fully functional demo portfolio.
We use Yahoo Finance for real-time and historical market data.
Purpose-built for portfolio analysis, no formulas needed.
Still have questions? We're here to help.
See Our Roadmap
Track shipped features, current development, and upcoming plans.
Simple, transparent pricing
Start for free with all core features. Upgrade when you need more.
Free
For individual investors
- Unlimited positions tracking
- AI-powered import
- Real-time market data
- Risk analytics (VaR, Sharpe, Beta)
- S&P 500 benchmarking
- Dividend tracking
- Multi-currency support
- Local-first privacy
Pro
For power users
- Everything in Free
- Cloud sync across devices
- Historical portfolio snapshots
- Advanced tax reports
- Priority API access
- Custom alerts & notifications
- Portfolio sharing
- Priority support