Bull Track

BullTrack is a privacy-first portfolio intelligence app designed to help investors understand what they own, where their risks are, and what deserves attention.

Bring multiple investment accounts together, analyze portfolio structure, identify concentration and diversification risks, and use AI-powered insights to evaluate your portfolio against your investment goals.

ACTION-ORIENTED PORTFOLIO DASHBOARD

BullTrack turns portfolio data into information you can act on.

Quickly understand:

• Portfolio risk and concentration
• Holdings that need attention
• Sector and market-cap exposure
• Diversification gaps
• Portfolio performance
• Goal alignment
• Portfolio strengths and weaknesses

MULTIPLE ACCOUNTS, ONE VIEW

Manage multiple brokerage accounts and portfolios in BullTrack while maintaining visibility into each portfolio individually.

LARGE PDF PORTFOLIO IMPORT

Import brokerage statements to build and update portfolios with less manual entry.

BullTrack supports larger brokerage PDF statements and extracts portfolio information to simplify portfolio setup and maintenance.

GOAL-BASED AI INSIGHTS

Choose an investment objective and evaluate how well your portfolio aligns with it, including goals such as:

• Building wealth over time
• Generating income
• Protecting capital
• Improving diversification

AI-powered insights explain areas of alignment, potential risks, and portfolio trade-offs.

PORTFOLIO INTELLIGENCE

BullTrack evaluates:

• Risk concentration
• Sector overexposure
• Correlated holdings
• Defensive gaps
• Drawdown vulnerability
• Goal alignment
• Diversification

Additional tools include:

• Portfolio Risk Dial (1–10 scale)
• Sector and market-cap analysis
• Analyst-style exposure views
• Scenario-based insights
• AI Copilot for portfolio questions
• Portfolio performance tracking
• Dividend insights and analytics

PRIVACY FIRST

Your investment data belongs to you.

• No account required
• No forced login
• No data resale
• Local-first portfolio storage
• Optional backup to your own Google Drive

Portfolio data remains on your device unless you explicitly use a feature that requires external processing.

Optional AI features send selected portfolio data and questions to AI providers only after you provide consent.

BUILT FOR INDIVIDUAL INVESTORS

BullTrack supports:

• Individual stocks
• ETFs
• Crypto
• Multiple portfolios and accounts
• Multi-sector portfolios

Most portfolio apps tell you what happened.

BullTrack helps you understand what you own, where your risks are, and what deserves your attention.