Portfolio Performance Software
Easily track and evaluate your portfolio’s performance using the Money-Weighted Rate of Return (MWRR), benchmark your returns, and measure your investment success.
Track all your investments in one place
Stocks
ETFs
Dividends
Crypto
Forex
Bonds
Mutual Funds
Built for long-term investors. Powered by true MWRR.
Managing your portfolio should feel simple and clear. Pro Stock Tracker gives you the insights and tools you need to stay organized and in control of your investments.
Automated dividend tracking
Easily follow dividend and distribution income with automatic updates, with no manual input required.
Broad asset coverage
Track a wide range of holdings including stocks, ETFs, forex, crypto, bonds, and mutual funds, all within a unified portfolio view.
Accurate performance analysis
Measure growth and returns over time with our uniquely precise MWRR-based calculation, built for long-term visibility.
Global currency handling
Effortlessly manage investments across multiple currencies and understand your total portfolio value.
Private and secure
Your data is protected with strong privacy standards and end-to-end security you can rely on.
How we track your portfolio returns
We track your portfolio returns using the true Money-Weighted Rate of Return (MWRR) — the gold standard for measuring real investment outcomes over time. Unlike basic return formulas, our method factors in fees, dividends, corporate actions, and especially the timing of your cash flows. This provides unmatched accuracy in reflecting your portfolio’s true performance.
Additionally, we break down performance into key components: price, dividend, currency gain, and total return, giving you a comprehensive understanding of how each factor contributes to your portfolio’s overall performance. Both annualized and cumulative performance are reported, allowing you to assess your portfolio's performance over different time periods and better understand long-term trends.
Why MWRR matters for long-term investors
Most platforms use simplified return calculations that ignore the actual flow of money in and out of your portfolio. But when you're investing for the long run, precision matters. Pro Stock Tracker uses true MWRR to show how your portfolio really performs — factoring in when you invested, how much, and what changed along the way. This gives you insights you can trust, especially when tracking multiple holdings, currencies, and cash movements over time. Whether you’re reinvesting dividends or making contributions at irregular intervals, our MWRR-powered reporting keeps you aligned with your long-term financial goals.
Benchmark portfolio returns
Compare your portfolio’s performance against relevant benchmarks to see how your investments stack up. Our tracking system allows you to measure returns relative to major indices or custom benchmarks, such as individual stocks, ETFs, mutual funds, or other assets, helping you assess whether your strategy is outperforming or underperforming the market. With clear insights, you can make data-driven adjustments to optimize your portfolio.
Evaluate portfolio performance
✓ POWERFUL INVESTMENT PERFORMANCE REPORTING: Access a full suite of performance reports built to help you make smarter investment decisions. Evaluate returns, track portfolio diversity, and monitor your investments with precision.
✓ TRACK INVESTMENT PERFORMANCE OVER ANY PERIOD: Measure the impact of capital gains, dividends, and currency movements across your portfolio. Break down results by country, market, industry, and more to gain deeper insights.
✓ COMPARE PERFORMANCE OVER MULTIPLE PERIODS: Analyze how your investments perform across up to four distinct or cumulative periods. View returns by capital gains, payouts, and currency changes — both in percentages and monetary values.
✓ VISUALIZE PORTFOLIO DIVERSITY: See your asset allocation at a glance. Track portfolio diversity by market, country, currency, sector, industry, or asset class to help maintain and rebalance your target investment strategy.
What our users say?
“The platform is easy to use, but what I like most is the Performance Report. It shows my returns split into capital gains, dividends, and currency gains for both current and sold investments!”
MARCO C.
RETAIL INVESTOR
“Pro Stock Tracker is user-friendly, has great features, and I haven’t encountered any data quality issues like I did with other portfolio tracker platforms I used in the past.”
DOROTA P.
LONG-TERM SAVER
“I’m really happy I found Pro Stock Tracker. I was tired of using spreadsheets. Now, I can generate reports for any timeframe I need, and sharing them with my accountant is super easy.”
OLIVER A.
VALUE INVESTOR
Why tracking portfolio performance matters
Tracking your portfolio’s performance is essential for understanding how your investments evolve over time. Accurate measurement, considering factors like capital gains, dividends, currency fluctuations, and fees, allows you to evaluate returns, identify trends, and make informed decisions.
Our investment performance reporting provides clear, easy-to-read reports that track your portfolio's growth, helping you stay on course with your financial goals. With detailed insights into key metrics, our performance tracker ensures you can confidently manage your investments and optimize your portfolio for long-term success.
Join the community of savvy investors who trust Pro Stock Tracker to simplify their investment portfolio analysis and unlock the potential of their investments today.
Get started today
Set up your portfolio in minutes and start seeing how your investments perform, grow, and evolve over time.
Create a free account
Add your holdings
Start monitoring your portfolio
Install our web app
Use our stock portfolio tracker right from any web browser on your phone, tablet, or computer. You can even add it to your home screen or desktop for one-tap access, and there's no need to visit an app store or download anything.