Investment Tracker

Manage Every Investment In One Place

As an investor, your money is likely in many places across multiple industries… but that shouldn't mean juggling several unique apps and spreadsheets.

Share Success – Not Just Spreadsheets

Why You Need Investment Tracker Software

Managing a diverse portfolio requires precision, efficiency, and real-time insights. However, outdated systems and manual processes can lead to mismanagement, missed opportunities, and financial risks. Investment Tracker provides an all-in-one solution to track each investment individually or view and manage your entire portfolio.

Extensive Feature Set

Professional Investment Portfolio Management - Track all your investments in one centralized platform
Comprehensive Financial Analytics - Get deep insights into your investment performance with interactive charts and historical analysis
Multi-Asset Class Support - Evaluate stocks, real estate, crypto, and more from a single dashboard
Real-time Portfolio Tracking - Monitor your net worth and ROI across all investments
Professional Performance Metrics - Win rates, volatility analysis, and risk assessment
Year-over-Year Analysis - Compare performance across different time periods
Automated Financial Record Keeping - Streamlined income and expense tracking
Smart Contract Management

Replace Excel Spreadsheets - No more manual calculations or scattered financial data
Recurring Payment Tracking - Set up automated monthly, quarterly, or annual payment schedules
Financial Record Generation - Automatically create monthly payment schedules based on contract terms
Automated Contract Creation - Generate investment contracts with customizable terms and conditions

Advanced Financial Forecasting

Dynamic Payment Testing - Adjust monthly payment amounts to see immediate impact on investment outcomes
Interest Rate Modeling - Project outcomes with variable interest rates and payment schedules
What-If Analysis Engine - Test different scenarios with real-time calculations

Smart Notifications & Sharing

Share Investments with Partners - Collaborate on investment decisions with business partners or family members
Team Portfolio Management - Multiple users can view and manage shared investment portfolios We don't technically have teams in the system but this is something we can add in future
Investment Group Organization - Create Investment Groups for joint ventures, partnerships, or related investments
Real-time Portfolio Sharing - Keep stakeholders updated on portfolio performance and changes
Investment Alerts - Get notified of important portfolio changes and opportunities, and send automated payment notification reminders to borrowers
Performance Sharing - Share insights with advisors, partners, or family members
Investment Group Management - Track and manage potential investments with team collaboration
Multi-User Access - Different permission levels for viewing, editing, and managing investments