Build your own investment portfolio tracker, no code required
Track investments, analyze performance, and stay informed with a customizable tracker tailored to your financial goals and strategies.
Customize your portfolio tracker to your needs
Set up your investment tracker with the views and features you want. Add what fits your workflow now, and easily adapt as your needs change.
Portfolio holdings overview
Transaction logging
Performance tracking
Asset allocation analysis
Document management
Custom alerts and reminders
Bring all your investment data together in real time
Connect spreadsheets, financial tools, and market data with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your investments.
Give every investor a custom, secure dashboard.
Provide investors with personalized portfolio dashboards and secure access to reports. Set up branded logins, user groups, and permissions in minutes.
Easy, secure logins
Track portfolios and view reports from any device. Dashboards are mobile-ready and easily accessible anywhere.
Works on any device
Track portfolios and view reports from any device. Dashboards are mobile-ready and easily accessible anywhere.
Automations
Integrate with your existing tools to automate performance updates, alerts, and reporting workflows.
User groups
Offer tailored dashboards for different investor groups so each sees only their portfolio and relevant reports.
Advanced permissions
Set rules for who can view, analyze, or download reports. Customize access for each investor group.
Security
Keep sensitive investment data safe. Softr is SOC2 and GDPR compliant to protect all investor information.
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An AI assistant for investors
Users ask AI about holdings, returns, or trends—Softr delivers instant answers and insights right within your dashboard.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your investment portfolio tracker in minutes with drag-and-drop dashboards and charts.
Consolidate your stack
Add analytics, data sources, or custom reports as your portfolio tracking needs evolve—no rebuild needed.
Flexible as you grow
Track investments, generate reports, and add dashboards—all in one place, no extra tools required.
Build a fully custom investment tracker in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your investment portfolio tracker today