Individual + Joint
Assign each holding to Person 1, Person 2, or Joint while Total Portfolio stays automatically calculated.
Free Portfolio Tracker 2.0
One portfolio. Individual and joint investments.
Track stocks, crypto, metals, and savings across Person 1, Person 2, and Joint—with a clear view of your complete portfolio.
Person 1
Person 2
Joint
Total Portfolio
No signup required. Portfolio data is stored in your browser.
Portfolio OverviewTotal Portfolio
Total value$128,640.25
+$2,184.60
Person 1$54,240
Person 2$39,180
Joint$35,220
STStocks$72,940.25
CRCrypto$24,380.00
SVSavings$31,320.00
Built for shared finances
A complete view without losing individual ownership
Keep every holding organized by owner, then move between individual and household-level views whenever you need them.
Owner Filters
Filter the portfolio, charts, history, and comparisons by owner without maintaining separate trackers.
Useful History
Follow portfolio value over time with clearer charts, ownership breakdowns, and saved snapshots.
Backup Reminders
Get a helpful reminder when it is time to export a fresh local backup of your portfolio.
Local-first by design
Your portfolio stays under your control
The app does not require an account or upload your portfolio to an application database. Your holdings are stored locally in your browser.
✓No signup or portfolio account required
✓Stocks, crypto, metals, and savings in one place
✓Latest available market prices from supported providers
✓JSON backup and CSV import tools included
Start tracking together
Free, open source, and ready to use—no installation needed.