Professional-Grade Tools

Everything You Need to Master Your Investments

From real-time portfolio tracking to advanced tax optimization, InvestKit gives you the tools that wealth managers use—at a fraction of the cost.

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Core Features

Built for Serious Investors

The most comprehensive investment tracking platform on the market.

Real-Time Tracking

Connect 12,000+ brokerages and see your entire portfolio update in real-time. No more manual entry, no more stale data.

  • Live price updates
  • Automatic syncing
  • Bank-level security

Performance Analytics

Understand exactly how your investments are performing with time-weighted returns, benchmarking, and attribution analysis.

  • Time-weighted returns
  • Benchmark comparison
  • Risk metrics

Dividend Tracking

Never miss a dividend payment. Track income, reinvestment, and growth across your entire dividend portfolio.

  • Payment calendar
  • Yield analysis
  • Growth projections

Tax Optimization

Minimize your tax bill with tax-loss harvesting alerts, capital gains tracking, and detailed tax reports.

  • Tax-loss harvesting
  • Capital gains reports
  • Tax forms (1099, 8949)

Smart Alerts

Stay informed with customizable alerts for price changes, dividend announcements, rebalancing needs, and more.

  • Price alerts
  • Rebalancing alerts
  • Daily summaries

Goal Planning

Set financial goals and track progress automatically. Retirement, home purchase, college fund—we've got you covered.

  • Retirement planning
  • Milestone tracking
  • Scenario modeling
Robo-Advisor

Let AI Optimize Your Portfolio

Our AI-powered robo-advisor analyzes your holdings, identifies inefficiencies, and suggests optimizations—all while respecting your risk tolerance and goals.

  • Automatic Rebalancing

    Get alerts when your portfolio drifts from target allocations

  • Smart Diversification

    Identify concentration risks and discover new opportunities

  • Fee Analysis

    Discover lower-cost alternatives to high-fee funds

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Portfolio Health Score
87/100
Diversification Excellent
Cost Efficiency Good
Risk Alignment Perfect
Advanced Features

For Power Users

Go deeper with institutional-grade analytics and reporting.

Factor Analysis

Understand your portfolio's exposure to value, growth, momentum, and other factor tilts. See how changing market conditions affect your returns.

Value Growth Momentum Quality Size Volatility

Monte Carlo Simulation

Run thousands of scenarios to understand the probability of reaching your financial goals. Model different contribution rates, market conditions, and withdrawal strategies.

92% Success Probability

Custom Benchmarks

Compare your performance against any index, create custom blended benchmarks, or benchmark against your own historical performance.

  • S&P 500, Russell 2000, MSCI World
  • Create 60/40, 70/30 blends
  • Historical performance comparison

API Access

For developers and quants: full REST API access to all your portfolio data, transactions, and analytics. Build custom integrations and automations.

GET /api/v1/portfolio/performance

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Free forever plan includes core features. Upgrade anytime for advanced analytics.

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