Build Investment Portfolio Tracker in Seconds
Use Viete AI to create a comprehensive portfolio tracker. Monitor holdings, track performance, and analyze returns with automated position tracking and profit/loss calculations.
Investment Portfolio Tracker
Monitor all your investments in one place. Track stocks, bonds, ETFs, and mutual funds with real-time performance metrics and portfolio analytics.
How It Works
List Your Holdings
Specify asset types and account structures
Generate Tracker Template
Receive customized portfolio spreadsheet
Input Transactions
Record buys, sells, dividends, and splits
View Performance
See returns, gains, and allocation breakdowns
Tracking Features
Real-Time Valuation
Update portfolio values automatically with market price feeds
Performance Attribution
Analyze returns by security, sector, and asset class
Transaction History
Complete audit trail of all buys, sells, and corporate actions
Cost Basis Tracking
Calculate average cost and unrealized gains for tax purposes
Income Reporting
Track dividend payments, interest, and distribution income
Visual Dashboards
Charts showing allocation pie charts and performance trends
Take Control of Your Investments
Build professional portfolio tracking in minutes with AI assistance