TrackvestTrackvest
NLEN
Early access

Know what you own, why you own it, and when to act.

Trackvest brings your portfolio, research, decisions, assumptions and reminders together - so you don't just see what you own, but also why.

Join the early tester listSee what Trackvest does

More than a portfolio overview

Trackvest connects performance, research and follow-up moments, so scattered broker data, notes and screenshots finally get context.

Portfolio cockpit
Portfolio cockpitInstant view of recent developments. See what changed, where your money is allocated, see recent dividend payments and more.
Position context
Position contextOpen a holding and see price, role, strategy, notes, dividends and the reasoning behind it. See the amount you own, the average costs, and more.
Research that stays useful
Research that stays usefulCapture articles and screenshots, write down notes, assumptions and conclusions without losing the decision context. Add reminders to follow up on your research.
Performance with context
Performance with contextCompare performance over time and relate movements back to your portfolio structure and decisions. Powerful filters let you see performance by period, instrument, type or platform.
Structure, not clutter
Structure, not clutterSee the structure of your portfolio based on asset class, platform, sector.
  • Portfolio overview

    See your investments, allocation and development in one place - across brokers and asset classes.

  • Performance with context

    Track returns by period, instrument, type or platform, without losing sight of the decisions behind them.

  • Research and notes

    Capture ideas, analyses, links, screenshots and conclusions next to your portfolio or specific instruments.

  • Save quickly from your phone

    Share articles, links and images directly to Trackvest and turn them into usable research for later.

  • Decisions and assumptions

    Record why you buy something, what you expect, and when your thesis no longer holds.

  • Reminders and push notifications

    Plan review moments, alerts and actions, and get notified when something needs follow-up.

Why I built this

I built Trackvest because I kept missing the same thing in broker apps and spreadsheets: context.

Broker apps are good at showing prices. Spreadsheets are flexible, but they quickly become fragile. What I wanted was a place where performance, notes, decisions, assumptions and review moments live together.

I use Trackvest for my own long-term portfolio: stocks, ETFs, some crypto, dividend positions and other assets. The important part is not only what changed today, but why I own something and what would change my mind.

Trackvest is now concrete enough to test with people outside my own portfolio.
Read my full story

I am looking for a small group of individual investors who want to try Trackvest and give honest feedback. Not for a mass launch yet, but to learn whether this solves a real problem for people who actively manage their own investments.

Dyon

Help test Trackvest

Join the early tester list

I am looking for a small group of individual investors who want early access and are willing to share what works, what is unclear, and what is missing.

Optional

By submitting, you agree to Privacy policy.