Portfolio tracking

Your whole portfolio, finally in focus.

Connect any broker and Stoxly tracks holdings, transactions, risk-adjusted performance and every event moving your positions - in one fluid view, across every currency.

Get started free See it in motion
20+
brokers supported
6
asset classes tracked
Live
price & FX sync
vs S&P
performance benchmark
Portfolio tracking

See your money working - and why.

Connect any broker. Track holdings, transactions, analytics, and the events moving your positions - all in one fluid view.

Tour Holdings

Holdings: Every position you own in one place - live prices, P&L, portfolio weight, and an AI summary of what & why moved today / week / month.

MAIN $248,420 +2.34% today
Holdings
Transactions
Analytics
Fundamentals
Calendar
TODAY
+2.34%
AI INSIGHT
Today 1W 1M
2 minutes ago
Read full analysis
NVDA +2.41% AMZN +1.18% MSFT +0.92% AAPL +0.78% TSLA -1.42%

Positions

Symbol
Quantity
Avg Cost
Current
Market Value
Gain / Loss
Weight
Actions
NVDA
420.00
$94.20
$188.40 +2.41%
$79,128 Cost: $39,564
+$39,564 +100.0%
31.9%
Cost: $39,564 Market Value: $79,128 Day: +$1,862 Semiconductors United States
Buy Sell Dividend Research

Price History

1M2M6M1Y2Y5YALL
Buy Sell Mixed Dividend
MSFT
92.00
$361.20
$447.05 +0.92%
$41,129 Cost: $33,230
+$7,899 +23.8%
16.6%
AAPL
140.00
$176.40
$232.04 +0.78%
$32,486 Cost: $24,696
+$7,790 +31.5%
13.1%
AMZN
130.00
$151.30
$214.60 +1.18%
$27,898 Cost: $19,669
+$8,229 +41.8%
11.2%
TSLA
95.00
$388.12
$268.40 -1.42%
$25,498 Cost: $36,871
-$11,373 -30.8%
10.3%
Total (5)
$206,139
+$52,109 +33.8%
83.1%

Transactions: Every buy, sell, and dividend with realized P&L and fees - filter by date, type, or symbol and export to CSV or PDF.

Analytics: Risk-adjusted metrics, performance versus the S&P 500, and a month-by-month return heatmap across your whole portfolio.

Investor calendar: Earnings, dividends, macro prints - CPI, FOMC, jobs - and market holidays for every stock you hold, on one investor calendar so nothing catches you off guard.

01 / 04

All figures shown here are an illustrative mock - sign in for live data.

The views

Four views, one portfolio

Each view mirrors a real screen in the app. Holdings, history, analytics and the calendar all read from the same connected accounts.

01

Holdings

Every position in one place - live prices, P&L, portfolio weight and an AI summary of what moved today, this week and this month.

02

Transactions

Every buy, sell and dividend with realized P&L and fees - filter by date, type or symbol and export to CSV or PDF.

03

Analytics

Risk-adjusted metrics, performance versus the S&P 500 and a month-by-month return heatmap across the whole portfolio.

04

Investor calendar

Earnings, dividends, macro prints and market holidays for every stock you hold - one calendar so nothing catches you off guard.

Why it just works

Connect any broker

Link a broker once - holdings and transactions import and stay in sync automatically, no manual entry.

Multi-currency native

Positions across currencies are normalized to your base currency with live FX, so totals are always honest.

AI movement summary

A desk-note read on what moved your portfolio and why - written fresh for today, this week and this month.

Stop reconciling spreadsheets.

Connect a broker or build a manual portfolio - tracking is live the moment you sign up.

Get started free