From simple tracking to full portfolio intelligence
Understand real performance across every investment: public, private, and alternative. No credit card required. Cancel anytime. 14-day free trial.
This includes:
- Bank-level encryption in transit and at rest (AWS)
- Track unlimited investments, holdings, and transactions
- 3 investment or bank/loan/credit card account connections
- 30 Ask PSVT questions a week
- XIRR, Cash-on-Cash, Equity Multiple, and CAGR
- Expected vs. actual performance tracking
- Asset allocation insights by class, sponsor, and entity
- Net cash flow and returns tracking
- Equity holdings by stock exposure and market value
- Location metrics on an interactive map
- Precious metals at live spot prices
- Home & vehicle tracking (3 value lookups)
- Unlimited imports — broker CSVs & spreadsheets
- Mobile access (read-only)
- Email support and onboarding help
Most popular
Everything in Newbie, plus:
- Unlimited account connections
- 60 Ask PSVT questions a week
- Share your account with 1 user
- Monthly portfolio summary email (coming soon)
Recommended
Everything in Tracker, plus:
- Future projections & expected returns
- Tax estimate & adjusted net worth
- Unlimited home & vehicle value lookups
- Automatic monthly revaluations
- 100 Ask PSVT questions a week
- Unlimited shared users
On the Optimizer roadmap
- Risk metrics
- Wealth reports (PDF + email)
- Scenario planning
- AI deal analysis
Start tracking your portfolio in minutes. See your full investment picture today.