My story

I'm Dyon — married, father of two, IT freelancer. Besides tech, I've had a long-standing interest in Lego and investing.

When I was around 12, my father opened an investment account for my brother and me. Since then I've always been invested to some degree. Over the years the number of brokers, stocks, funds and later crypto accounts kept growing. What started out as something simple slowly became harder and harder to keep a proper grip on.

To stay on top of my results, I first tracked monthly totals in Excel. Later I expanded that into a version where I registered my holdings and pulled in live prices. That gave me more insight, but it was still limited. Real returns, dividends, multiple brokers and different types of investments were still difficult to bring together in a meaningful way.

When crypto took off, I opened accounts at several exchanges too. To keep track of those, I built myself a dashboard so I could quickly see what was where and how values were moving.

I'd also been keeping notes for years — first in Word, then Evernote, more recently Amplenote. I tried different ways to organise research, ideas and decisions and link them together, but there was always too much overhead. The connection between thoughts, articles and action points was missing.

The biggest problem wasn't just that information was scattered. The real issue was that I'd sometimes written down that at a certain development I wanted to take a certain action — but when the moment came, I didn't recognise it, or had simply forgotten what I'd planned. I had my plan written down, but the system didn't help me see it again at the right moment.

In mid-2025 I had a bit more time to myself and started building Trackvest. Initially just for myself: one central place for my investments, performance, research, notes and follow-up.

I didn't just want to know what my portfolio was worth. I wanted to be able to find out why I bought something, what assumptions I'd made, which signals mattered and when to revisit something.

I'm genuinely pleased with where it is now. Trackvest has almost everything I personally need to feel back in control — though I still have plenty of ideas and plans. And precisely because it's become so useful for me, I've been wondering more and more whether it might be valuable for others too.

For people who use multiple brokers. For people who hold stocks and ETFs alongside crypto, gold or other assets. For people who do their own research but can't easily find their own thoughts, links, screenshots and action points again. Basically just for investors who want to take a more structured approach to what they're doing and why.

I'm using Trackvest for this

Portfolio overview

• Track stocks, ETFs, crypto, gold and other investments;
• Manage holdings across multiple brokers and platforms;
• See your last 24-hour performance at a glance;
• View value development in tables, charts and summaries;
• Handle currency conversions automatically;
• Work with multiple base currencies.

Dividends, transactions and cash

• Track dividends;
• Record purchases and sales;
• Use optional cash accounts per broker;
• Have purchases, sales and dividends automatically credited to cash accounts;
• Get better insight into income, positions and movements.

Research and follow-up

• Capture research notes per instrument or as standalone notes;
• Save links, images and screenshots with your research;
• Set reminders on ideas, decisions or future review moments;
• Receive push notifications when something needs attention;
• Find out more easily why an investment once seemed interesting.

Mobile workflow

• Use Trackvest as a PWA on your phone;
• Quickly share links from your browser or other apps;
• Share photos and screenshots to Trackvest;
• Use shared content as a starting point for new research;
• Fewer stray notes, screenshots and forgotten tabs.

Insights

• Breakdown by sector, category, broker or investment type;
• Charts, tables, distributions and lists;
• Dark mode;
• Multilingual support;
• Room to tailor the tool further to your own workflow.

Where I want to take Trackvest

Trackvest isn't 'finished' for me — not by a long way. I see it more as an ever-improving personal cockpit for investing and research.

In the coming period I want to work on benchmarks, so performance can be compared against relevant indexes or references. I want to keep refining the research flow. I'm also exploring whether and how options trading could be supported.

My goal isn't to build yet another generic portfolio tracker. My goal is a place where portfolio, research, decisions and follow-up come together logically — a system that helps you not just see what you have, but actually remember why you have it and when to take another look.