Portfolio Tracker: See What You Own with More Context
Most portfolio views show you a balance and daily change. TradeApes adds the layer that matters — health scores, valuation signals, and exposure analysis for every holding, all in one place.
More than a balance sheet
Knowing your portfolio is up or down today is not portfolio management. You need to know which holdings are strong businesses, which are weakening, where your concentration risk sits, and whether the stocks you own are still worth owning at current prices.
The TradeApes portfolio tracker connects your holdings to the same score card analysis you get on every stock — so your portfolio view has depth, not just numbers.
Connect Fidelity, Schwab, Robinhood, and other brokerages through a secure read-only integration. Your holdings import automatically.
Prefer to enter holdings yourself? Add positions manually or import from a spreadsheet. Both methods are fully supported.
Every stock in your portfolio is scored automatically. See at a glance which businesses are strong and which deserve a closer look.
Understand your concentration by stock, sector, and valuation zone. Spot over-weighted positions before they become a problem.
From scattered positions to structured decisions
If you hold stocks across multiple accounts, it is easy to lose sight of total exposure. The portfolio tracker brings everything into one view and connects it to real analysis. You can read more about why this matters in our portfolio management guide.
The goal is not to trade more. It is to understand what you own and make better decisions about what to keep, what to trim, and what deserves more research.
Microsoft (MSFT) is a blue-chip staple in millions of portfolios. Here is what its TradeApes score card looks like — the same analysis that runs automatically on every holding in your portfolio.
View the MSFT Score Card →Who the portfolio tracker is for
- Investors who hold stocks across multiple accounts
- Long-term holders who want to monitor business quality, not just price
- Self-directed investors building a more structured review process
- Anyone who wants to connect their holdings to deeper company analysis
Connect your accounts or enter holdings manually. See health scores, valuation signals, and exposure analysis for your entire portfolio.
Get Started Free