Portfolio Tracker
A factsheet-style tracker for multi-asset portfolios. Live
Track ETFs, direct stocks, geography, sector exposure, and holdings in an institutional-style portfolio dashboard.
What's in it
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Factsheet view
Summarize allocation, geography, sector, holdings, and exposures in one dashboard.
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Spreadsheet editing
Edit ETF weights and direct holdings with CSV import/export support.
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Optional cloud sync
Sign in to persist portfolio rows to Supabase, or keep data local in this browser.
Tech
- React and Vite
- Supabase auth and Postgres for signed-in portfolios
- Local browser storage for anonymous use and UI preferences
- CSV import/export
Privacy, terms, and data
Portfolio Tracker is a portfolio factsheet app. It can run locally, and cloud sync is optional if configured. Read the plain-language legal pages below for data handling, deletion, and terms.