Multiple portfolios
Keep strategies separate while still reviewing combined allocation when needed.
Portfolio tracker
One place to track your portfolios, trades and allocation.
WealthSync is built for investors who want a cleaner view of shares, ETFs, dividend income, cost base, target weights, monthly review progress and portfolio performance.
What you can track
- Multiple portfolios
- Buy and sell trades
- Brokerage and cost base
- Target portfolio percentage
- Monthly AI commentary
- Monthly Review Hub
Trade history
Enter or import buys and sells so holdings are consolidated from real transactions.
Monthly Review Hub
Track price refreshes, saved AI insight, PDF exports and data quality checks from one focused review screen.
Modern dashboard
Review values, income, sector exposure, charts and 52-week position in a clean layout.
Portfolio tracker FAQ
Can I track more than one portfolio?
Yes. WealthSync supports multiple portfolios and combined analysis.
Can I import trades?
Yes. You can import broker CSV reports or fall back to manual entry if a file is unclear.
Does WealthSync help with monthly reviews?
Yes. The Monthly Review Hub tracks key review steps and highlights stale prices, missing market data, incomplete targets and other report-impacting issues.
Does WealthSync give financial advice?
No. WealthSync provides tracking, reporting and information tools, not personal financial advice.
Upgrade your portfolio review habit.
Start tracking shares, ETFs, dividends and allocation in one workspace.
Start WealthSync