Portfolio tracker
Investment Portfolio Tracker
Track every holding, stocks, ETFs, funds, bonds and crypto, across your brokers and currencies in one place. Valued daily, with real returns (time-weighted and money-weighted), not just a price ticker.
What an investment tracker should do
A good portfolio tracker brings your holdings together and tells you what they are worth and how they are really performing, across every account, without you maintaining a spreadsheet. Here is what to expect.
Every holding, across brokers
Bring your investment accounts together so every stock, fund and ETF sits in one view, instead of logging into each broker separately to piece the picture together.
Real returns, not just price
See time-weighted and money-weighted (XIRR) returns, so you know how you are actually doing, rather than guessing from a balance that ignores when you paid in.
Benchmark it
Compare your portfolio against an index, so you can tell whether you are genuinely ahead or simply riding the market up and down with everyone else.
In your currency
Holdings in different currencies are valued in one base currency with daily exchange rates, and dividends are tracked as they are paid, so foreign positions count correctly.
Crypto included
Track your cryptocurrency holdings alongside stocks, ETFs, funds and bonds, so your whole portfolio, traditional and digital, sits in one place and one base currency.
Priced daily, automatically
More than 250,000 securities are priced every day, so your portfolio value and gains update on their own, with no prices to type in and no stale figures to chase.
Returns you can actually trust, in the bigger picture
A price ticker tells you a number. A real tracker tells you how you are doing and why, and keeps your investing connected to the rest of your money.
Time-weighted and money-weighted returns
Time-weighted return strips out the timing of your deposits to show the portfolio's own performance; money-weighted return (XIRR) shows what you personally earned. Endute shows both.
Cost basis, value and gain or loss
For each holding, see the quantity, what you paid, what it is worth now, and the gain or loss, rolled up to the account and to the whole portfolio.
Dividends tracked
Dividend income is recorded as it is paid, so your real return includes the cash your investments throw off, not just the change in their price.
Multi-currency valuation
A US holding bought in dollars and a European fund in euros are both valued in your base currency with daily FX, so a moving exchange rate does not quietly flatter or dent your numbers.
Part of your whole net worth
Your portfolio is not stranded in a stock app. It feeds straight into your net worth, next to your accounts, property and debts, so investing sits in the context of everything else you own.
Safe and read-only
Endute connects to your investment accounts with read-only access. It tracks your holdings, but it can never trade, move or touch them. It is a tracker, not a broker.
A portfolio tracker vs a broker app or a spreadsheet
| Feature | Endute | Broker app or spreadsheet |
|---|---|---|
| Consolidates every broker in one view | Yes | No |
| Time-weighted and money-weighted returns | Yes | No |
| Multi-currency valuation with daily FX | Yes | No |
| Crypto alongside stocks, ETFs and funds | Yes | No |
| Benchmark against an index | Yes | Partial |
| Tied to your whole net worth | Yes | No |
Investment portfolio tracker FAQs
- What is a portfolio tracker?
- A portfolio tracker is a tool that brings your investment holdings together and shows what they are worth and how they have performed over time, across all your accounts rather than one broker at a time.
- Does Endute track crypto?
- Yes. Alongside stocks, ETFs, funds and bonds, you can track your cryptocurrency holdings, valued in your base currency, so your whole portfolio sits in one place rather than split between a stock app and a crypto app.
- Can I track investments across multiple brokers and countries?
- Yes. You can consolidate holdings from any broker and in any currency, and Endute values them all in one base currency using daily exchange rates. Anything that cannot be connected directly can be added manually or by CSV.
- Does it show real returns, not just price?
- Yes. Endute shows time-weighted and money-weighted (XIRR) returns, includes dividends, and lets you compare against a benchmark, so you see how you are genuinely doing rather than just today's balance.
- How often are prices updated?
- Daily. Endute prices your holdings once a day rather than streaming live, tick-by-tick quotes, which is what matters for tracking a long-term portfolio rather than day-trading.
- Is there a free portfolio tracker?
- Endute offers a 37-day free trial with no card required. It is a paid, ad-free product, so you are the customer rather than the product, and your data is never sold.
Track your portfolio properly
Free for 37 days. No card required. Cancel anytime.