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InvestInsight Portfolio Dashboard
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Connect Your Broker

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Follow Real Investors

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AI Portfolio Analysis

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Dividend Tracking

AI-Powered Portfolio Analysis

Get comprehensive AI insights on your portfolio's health, risks, and opportunities. Receive personalized recommendations based on your holdings, diversification, and market conditions.

Portfolio health score from 1-100

Risk assessment and concentration analysis

Personalized actionable recommendations

Sector allocation and diversification insights

AI Portfolio Analysis78Health ScoreWell diversified portfolioConsider adding bondsTech allocation high (45%)Sector AllocationTech45%Finance25%Health15%Energy10%

Multi-Broker Portfolio Tracker

Connect Trading212, IBKR, Kraken and more to see your complete portfolio in one place. Track stocks, ETFs, and crypto across all your broker accounts.

Stocks, ETFs, and cryptocurrency in one view

Compare performance against S&P 500, NASDAQ, Bitcoin, Gold

Profit/loss tracking with cost basis

Multiple broker account support

Portfolio$227,751.34+20.97% (+$43,880)1D1W1MYTD1YMaxPositionsTitleBuy inPositionP/LAAPL$12,400$15,820+$3,420 (+27.6%)MSFT$8,300$9,140+$840 (+10.1%)NVDA$6,200$4,860-$1,340 (-21.6%)

Portfolio Analytics Dashboard

Understand your portfolio at a glance. See your top holdings, track performance over time, and identify opportunities for diversification.

Top holdings breakdown with bar charts

Total gain/loss with percentage returns

Holdings count and portfolio summary

Performance tracking across all accounts

Top HoldingsAAPL35%MSFT28%AMZN20%NVDA12%Other5%Total Value$227,751.34Total Return+$43,880 (+20.9%)

Dividend Tracker & Calendar

Never miss a dividend payment. Track your income across all holdings with a visual calendar showing upcoming payments and projected annual income.

Visual calendar of dividend payments

Annual income and yield projections

Payment tracking by date and amount

Export your dividend schedule

Total Received$3,842Yield (TTM)2.14%Monthly Avg$320Upcoming12Annual Dividend IncomeJanFebMarAprMayJunJulAugSepOctNovDec

Investment News Feed

Get the latest financial news and market updates. Filter by category to find stories about crypto, economy, technology, and more.

Trending stories from top sources

Filter by market, crypto, economy

Real-time market updates

Searchable news archive

NewsAllMarketsCryptoEconomyTechMarketWatch - 2hS&P 500 closes at record high...Markets$Bloomberg - 4hFed signals rate cuts ahead...EconomyReuters - 6hNVIDIA reports record revenue...Tech

Social Investing & Public Portfolios

Follow other investors and see their real holdings. Explore public portfolios, share insights, and learn from actual strategies - not just opinions.

Browse public portfolios

Share investment insights with attachments

Discuss strategies with the community

Discover new investment opportunities

FeedDiscoverFollowingShare your investment insights...PostSSarah@sarahk - 2hJust added more AAPL to my long-term portfolio. Averaging down!3 likes - 1 replyMMarcus@marcusw - 5hDividend season is here! Q1 payouts looking strong across the board.7 likes - 3 replies

Stock & Crypto Search

Find any stock, ETF, or cryptocurrency instantly. Search across 50,000+ stocks and 10,000+ cryptocurrencies from 60+ global exchanges.

Search stocks, crypto, and ETFs globally

Find other investors and portfolios

Explore community posts and insights

Quick access to detailed asset pages

Search stocks, crypto, users...StocksCryptoUsersPostsAAPLApple Inc.$250.12-2.2%NVDANVIDIA Corp.$181.71+5.4%MSFTMicrosoft Corp.$420.55+1.2%TSLATesla Inc.$178.02-3.4%

Stock Watchlist & Price Alerts

Keep an eye on stocks you're interested in. Build custom watchlists and set price alerts to never miss an opportunity.

Create and organize watchlists

Real-time price updates and charts

Set custom price alerts

Quick access to detailed analysis

My WatchlistAAPL$250.12-2.2%NVDA$181.71+5.4%BTC$95,230+3.1%ETH$3,412+1.8%AAPL alert: $260AAPLApple Inc.$250.12-2.2% today

Investor Leaderboard

See who's leading the pack. Compare your performance against the community. Learn from top performers and discover new strategies.

Rankings by net worth and performance

Discover top-performing portfolios

Track most followed investors

Transparent rankings based on public portfolios

LeaderboardWealthiestTop PerformersMost Followed1TTechTrader@techtrader$312.4KView Profile2DDividendKing@divking$198.7KView Profile3CCryptoSam@cryptosam$87.2KView Profile4AAlphaInvestor@alphainv$54.1K5RRetailTrader@retailt$31.8K

Connect Your Broker in Seconds

Automatically sync your portfolio from Trading212 with a single API key. More brokers coming soon.

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Trading212
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Connect your Trading212 account and your portfolio syncs automatically. Stocks, ETFs, and cash balances - all imported in real time. No CSV uploads, no manual entry.

Automatic portfolio sync via API

Real-time holdings and cash balance

Full transaction history import

Dividend payments tracked automatically

Coming Soon

Interactive Brokers (IBKR)

In Development

Kraken

Planned

Binance

Planned

Coinbase

Planned

Freetrade

Planned

Built for Serious Investors

Everything you need to understand and grow your investments

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Multi-Asset Tracking

Track stocks, crypto, and ETFs across multiple portfolios in one unified dashboard. Support for global exchanges.

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Dividend Management

Premium feature: Automatic dividend tracking with projected income, payment calendars, and yield analysis for income-focused investors.

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Advanced Analytics

Understand your true performance with allocation breakdowns, sector exposure, and historical analysis.

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Learn from Others

Explore public portfolios, share investment ideas, and learn strategies from other investors in the community.

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Stocks & ETFs

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Cryptocurrencies

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Global Exchanges

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Questions? We've got answers.

Yes! Try InvestInsight free for 21 days. No credit card required.

Currently we support automatic sync with Trading212 via API key. Just paste your key and your portfolio imports instantly. IBKR, Kraken, and more brokers are coming soon. You can also add holdings manually.

Stocks, ETFs, and cryptocurrency from any broker or exchange. Connect Trading212 automatically, or add holdings manually from any other broker.

Follow other investors and see their real portfolios. Share your own holdings publicly, post investment insights, and discuss strategies with the community. Think social media, but for investing.

Absolutely. All data is encrypted in transit and at rest. We never share your information with third parties.

Yes, cancel anytime with no fees. Your data stays accessible until your billing period ends.

Mobile apps are coming soon! For now, InvestInsight works great on mobile browsers.

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