Free Portfolio Tracker - Track All Your Investments in One Place
Stop juggling spreadsheets and broker apps. InvestInsight brings your stocks, ETFs and crypto into a single dashboard with real-time valuations, profit/loss tracking, dividend income and smart analytics - so you always know exactly where you stand.
Free 21-day trial · No credit card required
Everything you need to track your portfolio
Built for UK and global investors who want clarity on their holdings without the complexity.
Real-time portfolio value
See your total value updated through the day. Track performance across 1D, 1W, 1M, YTD, 1Y and all-time.
Allocation breakdown
Visualise how your money is spread across stocks, ETFs, crypto and sectors. Spot concentration risk at a glance.
Track any broker
Auto-sync Trading 212, or add holdings via CSV from Freetrade, Hargreaves Lansdown, Vanguard or any other broker - all in one view.
Profit & loss tracking
Track buy-in price vs current value for every position. See percentage and absolute gains in your chosen currency.
Secure by design
Broker connections are read-only and your API keys are encrypted at rest. We never place trades or move your money.
Works on any device
A responsive interface that works on desktop, tablet and mobile. Check your portfolio from anywhere.
Track stocks, ETFs and crypto together
Whether you hold Apple shares in an ISA, Bitcoin on an exchange or Vanguard ETFs in a SIPP, InvestInsight tracks them all in one place - and benchmarks you against the market.
Stocks from major exchanges (LSE, NYSE, NASDAQ and more)
ETFs including Vanguard, iShares and SPDR
Cryptocurrencies - BTC, ETH, SOL and thousands more
Multiple portfolios to separate ISA, SIPP and trading accounts
Benchmark your returns against the S&P 500, NASDAQ, Bitcoin or gold
AI-powered portfolio analysis and concentration-risk insights
Frequently asked questions
Is the portfolio tracker free?
You can start with a 21-day free trial of premium with no credit card required, and there is a free tier after that. You can track your holdings, see performance and use the core dashboard without paying.
Can I track holdings from more than one broker?
Yes. InvestInsight is broker-agnostic. You can auto-sync Trading 212 with a read-only API key, and add holdings from any other broker manually or via CSV import - so a portfolio spread across several accounts still shows in one view.
Does it track crypto as well as stocks?
Yes. You can track stocks, ETFs and thousands of cryptocurrencies side by side, with live prices, so you see your true allocation and net worth in one dashboard.
How is my data kept secure?
Broker connections use read-only API keys that can only view your positions - never trade or withdraw - and those keys are encrypted at rest. You can disconnect at any time.
Can I see how my portfolio compares to the market?
Yes. You can benchmark your performance against indices like the S&P 500 and NASDAQ, or against Bitcoin or gold, to see whether you are actually beating a simple index.