Know Your Wealth
Track your entire investment portfolio in one place. Monitor stocks, bonds, ETFs, and dividends with real-time insights that help you make smarter financial decisions.
Everything you need to track your wealth
From real-time portfolio tracking to retirement planning, InvestKit gives you the complete picture of your financial health.
Portfolio Overview
See your entire portfolio at a glance with beautiful charts and real-time valuations across all your accounts.
Dividend Tracking
Never miss a dividend payment. Track upcoming payments, yield, and dividend growth history for all your holdings.
Performance Analysis
Understand your true performance with time-weighted and money-weighted returns, benchmark comparisons, and more.
Retirement Planning
Model different scenarios and see if you're on track to retire comfortably. Adjust savings rates and see the impact.
Asset Allocation
Visualize your asset allocation across stocks, bonds, real estate, and alternatives. Rebalance with confidence.
Bank-Level Security
Your data is protected with 256-bit encryption. We use read-only access and never store your credentials.
Get started in minutes
Connect your accounts securely and see your complete financial picture instantly.
Create Your Account
Sign up in seconds with just your email. No credit card required for our free plan.
Connect Your Accounts
Securely link your brokerage accounts, bank accounts, and crypto wallets in one place.
Track Your Wealth
Get instant insights into your net worth, portfolio performance, and investment goals.
Never miss a dividend
Track all your dividend income in one place. See upcoming payments, historical yields, and dividend growth over time. Our calendar keeps you informed about every payment.
- Upcoming dividend calendar
- Yield and growth tracking
- Annual income projections
- Email & push notifications
Asset Allocation
Visualize your allocation
See exactly how your money is distributed across asset classes, sectors, and geographies. Identify concentration risks and opportunities to rebalance.
- Asset class breakdown
- Sector concentration analysis
- Geographic distribution
- Rebalancing recommendations
Loved by investors worldwide
See what our users have to say about tracking their wealth with InvestKit.
"Finally, a portfolio tracker that doesn't try to sell me products. InvestKit just works. I can see all my accounts in one place and the dividend tracking is exceptional."
"The retirement planning tools are incredibly helpful. I finally understand if I'm saving enough and can model different scenarios for my future."
"I was using spreadsheets to track everything before InvestKit. This saves me hours every month and gives me way better insights into my performance."
Start tracking your wealth today
Join 150,000+ investors who trust InvestKit to manage their portfolios. Free forever with our basic plan.