Track Your Investments With Confidence
See what you own, what it's worth, and how it's performing — all in one place. No finance degree required.
- Import from 12 brokerages — Questrade, Wealthsimple, Fidelity, Schwab & more
- Capital-gains estimates, tax-loss candidates, and exportable reports for both US and Canadian filings
- Live US & Canadian market data, multi-currency support, and AI-assisted research
Free to start — no credit card required.
Your total cost (Cost Basis), current value (Market Value), and profit or loss (Unrealized P&L) — at a glance.
Up and Running in Minutes
Three simple steps to start tracking your portfolio.
Sign up free
Create your account in seconds. No credit card required.
Import your trades
Upload a CSV from your brokerage or enter trades manually. 12 parsers built in.
Monitor & research
Track performance, explore AI tools, review estimated tax data, and set alerts.
Tools for Every Stage of Your Investment Journey
From first trade to portfolio-wide analysis. Informational tools designed to help you stay organized — not to replace professional advice.
Track What You Paid for Each Stock
Every buy and sell is logged automatically. Your estimated cost basis and unrealized P&L stay up to date — no spreadsheets needed.
Prices Updated Automatically
Quotes and sparkline charts for all your positions, refreshed automatically throughout the trading day. Supports US and Canadian exchanges with automatic ticker recognition. Market data may be delayed up to 15 minutes depending on the exchange.
Monitor Your Portfolio Performance
Time-weighted returns, benchmark comparison, and clear charts to help you understand how your investments have performed historically.
Dual Currency Support
Choose USD or CAD as your base currency. Live FX rates with caching and historical rate management for cross-border portfolios.
Watchlists & Price Alerts
Monitor stocks with custom watchlists, set price alerts, and get notified via email, browser push, or webhook when thresholds are crossed.
Estimated Tax Reports (US & CA)
Generate estimated capital gains summaries, Form 8949 (US) and T5008 (CA) reference data, wash sale flags, and “What If I Sell” scenarios. Not tax advice — consult a tax professional.
Dividend & Income Tracking
Log dividends, detect missing entries, view projected income estimates, and track corporate actions like splits, mergers, and spinoffs.
Customizable Dashboard
Drag-and-drop widgets, layout presets, portfolio health indicators, allocation charts, and goal tracking — your personalized overview.
Secure & Private
Row-level security on every query. Your data stays yours with full backup and export capabilities.
AI Research Assistant
Ask questions about your portfolio in plain English, get AI-generated research notes, and use natural-language screening. For informational purposes — not investment advice.
Smart Monitoring Tools
Surface potential tax-loss harvesting opportunities, rebalancing drift, and concentration alerts. Informational highlights to discuss with your advisor.
Planning Calculators
Retirement projections, RRSP meltdown and RESP calculators, Social Security modeling, and net worth tracking. Estimates only — not financial advice.
Research & Screening
Stock screener, side-by-side comparison, ETF overlap analysis, and backtesting tools to help inform your own research process.
Works With Your Brokerage
Import transactions from 12 major brokerages via CSV. Preview before importing — your data stays under your control.
Built for Serious Investors
Explore the tools that make StockWatcher a comprehensive portfolio tracking platform.
Intelligent Dashboard
A fully customizable overview with drag-and-drop widgets, multiple layout presets, and real-time data streaming.
- Drag-and-drop widget reordering
- Multiple layout presets: Balanced, Focus, Timeline
- Portfolio health indicators and goal tracking
Holdings Analysis
Go beyond simple lists with treemaps, sector allocation, geographic breakdowns, and style-box visualizations.
- Treemap and sector/geographic allocation charts
- Target allocation and rebalancing tools
- Holdings reconciliation via CSV comparison
Performance Tracking
View historical returns with XIRR calculations, benchmark overlays, and attribution breakdowns to understand past performance.
- XIRR time-weighted return calculations
- Benchmark comparison with custom indices
- Net invested over time visualization
AI-Powered Research Tools
Conversational AI assistant, auto-generated research notes, and natural-language stock screening. Informational tools to support — not replace — your own judgment.
- Ask portfolio questions in plain English
- AI-generated stock research notes
- Natural-language screening: describe criteria, see results
Estimated Tax Reporting
Generate estimated capital gains summaries for US and Canadian jurisdictions. Reference data for tax preparation — always consult a qualified tax professional.
- Form 8949 (US) and T5008 (CA) reference exports
- Wash sale detection and loss carryforward tracking
- Tax lot viewer with FIFO and Specific ID methods
- TFSA / RRSP contribution-room helpers, AMT credit reference, and NIIT exposure flags
Alerts & Notifications
Set up above/below price alerts with multi-channel delivery and a full event history log.
- Multi-channel: webhook, email, push notifications
- Alert event log with filtering and export
- Alert statistics overview
Your Portfolio, Any Device
Access your portfolio from your laptop, tablet, or phone. Installable as a Progressive Web App for a native app experience.
Ready to Take Control of Your Portfolio Tracking?
Join investors who organize their portfolios with clarity. Free to get started — upgrade as your needs grow.