| Asset ⇅ | Live Price ⇅ | Person 1 | Person 2 | Combined Value ⇅ | % of Portfolio | Actions | ||
|---|---|---|---|---|---|---|---|---|
| Qty | Value | Qty | Value | |||||
| No assets added yet. Click "Add Asset" to get started. | ||||||||
This is the home dashboard of Free Portfolio Tracker — a 100% browser-based investment tracker that lets two people (a couple, business partners, family members, or just two accounts you manage) keep an eye on stocks, crypto, precious metals, and savings side by side, without ever creating an account or sending your numbers to a server.
The Portfolio dashboard combines four asset classes in one view, so you finally get a single "net worth across everything" number instead of bouncing between a brokerage app, a crypto exchange, a bullion dealer's spreadsheet, and your bank's website. Specifically, you can add and monitor:
Most trackers assume one user, one portfolio. Real life is messier: many households split investments across two names for tax, brokerage, or retirement-account reasons, but they still think of the money as shared. Free Portfolio Tracker handles that natively. Every asset row has two quantity columns — one per person — and the table automatically adds them up to a combined value, then breaks the totals down by person, by asset type, and by person × asset type. That means you can answer questions like:
If you only want to track one person, just leave the second column at zero — the second-person totals collapse and the layout adapts. You can rename both labels (the defaults are friendly placeholders) from the Settings panel.
Click the green + Add Asset button. Pick a type (stock, crypto, metal, savings), then start typing the name or ticker — the symbol field will suggest matches as you type so you don't have to remember exact codes. Enter the quantities each person owns, an optional cost basis, and save. The asset appears in the table immediately and the live price is fetched on your next refresh.
You can edit any row inline, delete individual entries, bulk-delete the whole portfolio (with a confirmation prompt), and filter the view by asset type or by typing into the search box at the top of the table. Sorting works on every numeric column.
This is the part most online trackers won't tell you straight: your holdings, quantities, cost bases, and even your API keys never leave your browser. Everything is stored in localStorage on the device you're using right now. There is no backend, no user database, no "sync" service, and nothing for an attacker to breach upstream because there is no upstream. The trade-off is that your data won't automatically appear on a different device — but you can move it whenever you want using the Export button (downloads a JSON file) and Import on the other device.
To pull live prices we have to call market-data providers, and those providers want to know who's calling. Rather than route your requests through our server (which would mean we'd see them, and which would cost money to run), the app calls the providers directly from your browser using your own free API key. That's why the setup banner asks you to grab a Finnhub key (and optionally a Metals.dev key) — both are free for personal use and take about 30 seconds to register.
Your keys are stored locally in the same way your portfolio is, and they're sent only to the provider whose endpoint we're calling. We never see them, log them, or proxy them.
Across the top of the page you'll see a stack of summary cards that update in real time as you add or remove assets:
Most users settle into one of three rhythms:
Free Portfolio Tracker is a personal dashboard, not a trading platform or a financial advisor. We don't execute trades, we don't recommend assets, and the prices you see are reference quotes from third-party APIs that may lag the real market by seconds to minutes. Always confirm critical numbers in your actual brokerage app before making decisions, and treat performance figures as ballpark estimates rather than audited statements. Nothing on this site is financial, tax, or legal advice — it's a tool to help you stay organised. For a deeper walk-through, see the User Guide; for common questions, the FAQ; and for what's changed recently, the Release Notes.