Stock, ETF and crypto portfolio tracker with a dividend calendar, stock screener and price alerts. Import your holdings from a CSV or a screenshot of your broker app to get started. PortfolioX brings your investments together in one place. Follow portfolio performance, track dividend income, and research companies with financial statements, analyst estimates, insider trades and congressional trading disclosures. YOUR PORTFOLIO, IN ONE PLACE • See holdings, portfolio value, daily changes and overall returns. • Check your allocation and dividend income at a glance. • Organize investments into separate portfolios. • View amounts in your preferred currency or the market’s currency. LESS MANUAL ENTRY • Record purchases, sales, fees and dividend payments. • Import transaction history from a CSV file. • Upload a screenshot of your holdings or transactions and let AI extract the information. • Review and edit imported information before saving. A CLEARER VIEW OF DIVIDENDS • See upcoming dividend dates and estimated payments on your shares. • Browse payment history, annual rates and dividend growth. • Check dividend safety and project potential future income. • Follow earnings, dividend dates and economic releases in one calendar. FIND COMPANIES THAT FIT YOUR APPROACH • Start from ready-made stock screener strategies. • Find dividend payers, quality businesses and stocks near their 52-week highs or lows. • Customize filters and save your own screens. RESEARCH BEYOND THE PRICE • Read financial statements and check valuation models and financial-strength scores. • Follow analyst estimates, ratings and price targets. • Review earnings results, available earnings call transcripts, company releases and SEC filings. • Track insider transactions and congressional trading disclosures. • Examine price trends for stocks, ETFs and crypto. FOLLOW THE MARKETS THAT MATTER TO YOU • Build a watchlist and set price alerts. • Keep separate watchlists for holdings, ideas and sectors. • Browse financial news and AI-powered news summaries. • Read the stories behind market movers and listen to daily market recaps. ASK THE AI ASSISTANT Ask xBot about companies, market news and financial information in plain language. GLOBAL COVERAGE Follow stocks, ETFs and indices across major US and international exchanges, alongside cryptocurrency markets. Data and feature availability vary by market. FREE AND PREMIUM Start free with one portfolio, up to 7 holdings, one watchlist with up to 10 markets, and 3 active price alerts. CSV and screenshot imports, the dividend calendar, ready-made screens and news are also available. Premium unlocks additional holdings and alerts, multiple portfolios and watchlists, custom screener filters, saved screens and deeper research. PortfolioX is a portfolio tracker and financial information tool. It does not hold funds or execute trades. AI-generated information may contain errors and should be verified. Privacy Policy: https://www.portfoliox.io/privacy Terms of Use: https://www.portfoliox.io/terms
Finance · iPhone, iPad, Android · Free
Rating: 4.7 out of 5, based on 54 user ratings.
