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InvestInsight Portfolio Dashboard showing $227,751 portfolio with stocks, crypto, and ETFs
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AI Portfolio Analysis

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Stocks, ETFs & Crypto

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Dividend Tracking

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Investor Leaderboard

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 Analysis with health score and recommendations

All Your Investments in One Place

Connect multiple broker accounts and see your complete portfolio. Track Robinhood, Kraken, Trading212, IBKR and more in one unified dashboard.

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 dashboard showing $212k across multiple brokers with benchmark comparisons

Powerful Analytics

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

Portfolio analytics with top holdings chart

Dividend 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

Dividend calendar with upcoming payments

Stay Informed with News

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

Financial news feed with MarketWatch articles

Learn from Other Investors

Explore public portfolios from the community. See real strategies, not just theory. Share your own insights and connect with like-minded investors.

Browse public portfolios

Share investment insights with attachments

Discuss strategies with the community

Discover new investment opportunities

Investment community feed

Search Across Everything

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 for stocks and crypto

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

Watchlist with MSFT and price chart

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

Leaderboard showing top investors by net worth

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.

50K+

Stocks & ETFs

10K+

Cryptocurrencies

60+

Global Exchanges

7 Days

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Questions? We've got answers.

Yes! Try InvestInsight free for 30 days. No credit card required.

Stocks, ETFs, and cryptocurrency from any broker or exchange. Just add your holdings manually or connect your accounts.

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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