How to track multiple investment portfolios in one place

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Portfolio Genius

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Portfolio Genius is an AI-powered portfolio tracker that helps you make smarter investment decisions. Track stocks and ETFs, manage multiple portfolios, and get real-time analytics with AI-driven insights. Share your portfolio publicly or keep it private. Start free — no signup required to try. Upgrade anytime for premium features.

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What to expect from an ideal product

1. Manage all your investment accounts from a single dashboard instead of logging into multiple brokerage platforms
2. Get real-time updates on stocks and ETFs across different portfolios without manually checking each one
3. Use AI-powered analytics to spot trends and patterns across your entire investment holdings
4. Set up separate portfolios for different goals like retirement, short-term savings, or sector-specific investments
5. Access detailed performance metrics and comparisons between portfolios to see which strategies work best

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