Portfolio X - Stock Tracker

Get started in minutes: add transactions by hand, import a CSV file, or upload a screenshot of your broker app and let AI extract your holdings.

PORTFOLIO TRACKER
• See holdings, portfolio value, daily changes and overall returns in real time.
• Check your allocation, net worth and dividend income at a glance.
• Organize investments into separate portfolios.
• View amounts in your preferred currency or the market's currency.

LESS MANUAL ENTRY
• Record purchases, sales, fees and dividend payments.
• Import transaction history from a CSV file.
• Upload a screenshot of your holdings or transactions and let AI extract the information.
• Review and edit imported information before saving.

DIVIDEND TRACKER AND DIVIDEND CALENDAR
• See upcoming ex-dividend dates and estimated payments on your shares.
• Browse payment history, annual rates and dividend growth.
• Check dividend safety and project your future passive income.
• Follow earnings dates, dividend dates and economic releases in one investing calendar.

STOCK SCREENER
• Start from ready-made screener strategies.
• Find dividend stocks, quality businesses and stocks near their 52-week highs or lows.
• Customize filters and save your own stock screens.

STOCK RESEARCH AND ANALYSIS
• Read financial statements and check valuation models and financial-strength scores.
• Follow analyst estimates, ratings and price targets.
• Review earnings results, earnings call transcripts, company releases and SEC filings.
• Track insider trading and congressional trading disclosures.
• Examine price charts for stocks, ETFs and crypto.

WATCHLIST, PRICE ALERTS AND MARKET NEWS
• Build a stock watchlist and set price alerts.
• Keep separate watchlists for holdings, ideas and sectors.
• Browse financial news and AI-powered news summaries.
• Read the stories behind market movers and listen to daily market recaps.

ASK THE AI ASSISTANT
Ask xBot about companies, market news and financial information in plain language.

GLOBAL COVERAGE
Follow stocks, ETFs and indices across Nasdaq, NYSE, LSE, XETRA, Euronext, TSX, NSE and other major exchanges, alongside Bitcoin, Ethereum and other cryptocurrency markets. Data and feature availability vary by market.

FREE AND PREMIUM
Free includes portfolio tracking, CSV and screenshot imports, the dividend calendar, ready-made screens, news and price alerts, with one portfolio of up to 7 holdings, one watchlist of up to 10 markets and 3 active alerts.

Premium unlocks more holdings and alerts, multiple portfolios and watchlists, custom screener filters, saved screens and deeper research.

Portfolio X is a portfolio tracker and financial information tool. It does not hold funds or execute trades. AI-generated information may contain errors and should be verified.

Privacy Policy: https://www.portfoliox.io/privacy
Terms of Use: https://www.portfoliox.io/terms

Recent changes:
What's new:
• Earnings call summaries with key highlights & management outlook.
• Crypto derivatives: explore open interest, funding rates and long/short positioning.
• Buy and sell markers on charts to see your transactions alongside market events.
• Create price alerts directly from the chart.
• Discover related stocks and crypto peers.
• Improved layouts, charts and readability on iPad and Android tablets.
• Bug fixes and improvements across dividends, transcripts and market charts.