Portfolio Management
for
Alternative, Passive, ALL Investors
PSVTracker™ is an online tool specifically designed for savvy investors.
Investors can now securely track—encrypted in transit and at rest—all of their investments in one place. From traditional holdings like stocks, bonds, and ETFs to alternatives such as crypto, venture capital, private equity, real estate, and even art and collectibles, it’s all here.
Forget clunky spreadsheets. PSVTracker™ gives you smarter functionality and deeper reporting without the high cost or clutter of platforms that focus on dashboards, bill pay, or loan management. Instead, you get a secure, affordable, and intuitive tool designed for one purpose: helping investors see the bigger picture and make sharper decisions.
Encrypted and Anonymous Data, and Unlimited Imports
Start with interactive charts and graphs that transform your Excel and CSV imports into clear, visual insights. PSVTracker™ makes it effortless to spot trends and measure performance—no more wrestling with endless rows and columns.
Behind the scenes, your data stays fully protected. With encryption in transit and at rest on AWS—and anonymous storage for extra privacy—you can track your investments confidently and securely.
Financial Metrics for Analysis
PSVTracker™ automatically calculates XIRR, the gold-standard metric for measuring the annualized rate of return on investments with irregular cash flows. With XIRR, you can see how your actual results stack up against expectations, helping you stay grounded in real performance—not just projections.
All your investments are presented weighted by asset class, entity, or sponsor, giving you a clear lens into diversification across your portfolio. This makes it easier to spot overexposure, rebalance with confidence, and allocate capital where it can best support your financial goals.
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Beyond single figures, the platform also shows amortized results—helping you understand how returns play out across time instead of only at the endpoints.
PSVTracker™ is an efficient, cost-effective, and user-friendly solution for passive investors to manage their investments and make well-informed decisions about their investment strategy.
Are you ready to assess the performance of all your investments and track your path to financial goals?
Feature Rich
Check out our features and get excited about our road map!