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A simple, free web app to track my portfolio across brokers

A simple, free web app to track my portfolio across brokers

by erinc951·Feb 24, 2026·1 point·1 comment

AI Analysis

●●SolidSolve My ProblemCozy

Multi-broker portfolio tracking without market sync requirement or bloat.

Strengths
  • Solves real UX friction—handles physical gold and non-synced assets competitors skip
  • Client-side only, zero vendor lock-in or privacy concerns
  • Clean, minimal design focused on the actual problem instead of feature creep
Weaknesses
  • No novel technology—basic asset tracking with local storage is table stakes
  • No competitive moat; Personal Capital, Morningstar, and spreadsheets all solve this
Category
Target Audience

Individual investors managing multiple brokers or account types

Similar To

Personal Capital · Morningstar portfolio tools · Excel portfolio templates

Post Description

So, I have been investing for some time now. At first, it was easier to track my portfolio because I was just using one broker, but as time went on, my portfolio became bigger and more diversified (for example, I bought physical gold, deposited money into a savings account at Bank A, and also used Broker A and Broker B because only Broker B had the stocks I wanted to buy).

It just got harder to track my investments, it was also getting harder to understand whether my investments were aligned with the portfolio I had built.

So naturally, I started to search for solutions. At first, I found a few desktop and mobile apps. But the problem with the majority of them was that they were either too complicated to use or just over-engineered. Nearly all the apps had a FIRE calculator, were synced with the market (which was logical, but how can I get the price for physical gold?), or were also trying to track my expenses. I just wanted to track my portfolio. Hence came the second option: using Excel.

And actually, this is the way the majority of people do it. Knowing that, I tried to create an Excel sheet for myself. But the barrier to entry was just too high; I didn't know how to use it, so it just seemed too hard to implement a solution for myself. Also, the user experience just didn't feel very good. I wanted to see pie charts, good fonts, etc. (I could probably do these things with Excel as well, but if I can't even implement a simple sheet, how could I do these cool visuals?).

So, I decided to implement my own solution. My needs were really simple: - I want to see all my investments on one screen. - I want to see my P&L. - I want to see whether my investment ratio is aligned with my portfolio. - I want to sync it across different devices. - I want to have different currencies (like EUR, TL) because I invest in different markets. - I want it to be free. - I want to see how my investments grow over time.

And that's about it. So, keeping all these things in mind, I built a web app for myself and wanted to share it with you

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