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Asset Tracker

Portfolio Asset Tracker allows you to group and track US investments by asset classes that you define.  Prices are periodically pulled down and the performance of each asset class is instantly updated.

With Asset Tracker you can:

  • View the days performance summary in one glance 
  • See various graphs and charts of your investments
  • See how your allocations compare to targets you define
  • Import purchases from CSV files

A sample stock purchase CSV file can be downloaded below.  Feel free to edit it to reflect your own purchases.  To import it into Portfolio Asset Tracker, simply e-mail it to yourself and then open it on your device by holding down on it for a few seconds.

stock_purchases.csv stock_purchases.csv
Size : 0.229 Kb
Type : csv

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