Portfolio tracker
A portfolio tracker for investors with multiple brokers and accounts
Track your full portfolio in one place. Upogee brings brokers, banks, wallets and spreadsheets into one calmer dashboard for value, exposure, dividends and real return.
Manual + CSV import. No broker connections required.
The real problem
Broker dashboards stop at the account level
A broker app can explain one account well. It does not show the full portfolio once holdings, cash, dividends, and records are spread across brokers, banks, wallets, or spreadsheets.
Fragmented accounts hide the total portfolio view
Dividends and real return become harder to judge
Weekly review turns into account-hopping and spreadsheet repair
What you can see in one place
Track the full portfolio in one calmer dashboard
Upogee is a portfolio tracker that brings brokers, banks, wallets and spreadsheets into one place, so value, exposure, dividends and real return can be reviewed together.
Portfolio value
See the total portfolio instead of switching between account balances.
Allocation and exposure
Review concentration and capital distribution across the full portfolio.
Dividends and real return
Keep income and performance in the same portfolio view.
One weekly dashboard
Review the portfolio from one ad-free workspace built for repeat use.
Why Upogee fits
A quieter portfolio tracker for investors moving beyond spreadsheets
Use Upogee when the portfolio already lives across multiple brokers, accounts, or spreadsheet workflows and you want one place to review it properly.
Weekly review
Review the portfolio without rebuilding it first
Move beyond fragmented dashboards and spreadsheet glue. Review what changed, where concentration rose, and what deserves attention from one portfolio dashboard.
Portfolio Audit
Weekly portfolio review
01
What changed
02
Where concentration increased
03
How real return compares
04
What deserves attention
Access
Start free. Upgrade for more history and review depth.
Free is enough to start tracking a multi-account portfolio. Pro adds more history and a deeper review layer.
Start the portfolio tracker.
- 1 portfolio
- Up to 2 accounts
- Manual + CSV import
- Core dashboard
- 90 days of history
More history. More review context.
- Up to 10 accounts
- Full history
- Full analysis
- Real return
- Weekly portfolio review
Start with the right question
Four ways to continue
If the portfolio already lives across brokers, accounts, or spreadsheets, these pages make the next step more concrete.
Portfolio Audit
Start here when the real question is whether your setup is already too fragmented to trust at a glance.
Portfolio tracker
Go to the main category page for tracking investments across multiple brokers in one place.
Track investments across brokers
The most direct route when the real problem is rebuilding the portfolio across several custodians.
Portfolio tracker vs spreadsheet
Use this when spreadsheets are still useful, but starting to carry too much of the portfolio review.
FAQ
A few useful answers
Short answers for the practical questions behind the switch.
What is a portfolio tracker?
A portfolio tracker is software that helps investors monitor holdings, allocation, NAV and portfolio performance in one place instead of checking each broker separately.
How do I track investments across brokers?
The practical approach is to use a portfolio tracker that brings brokers, banks, wallets and spreadsheets into one place so performance and exposure can be reviewed together.
How do I measure real portfolio return?
A useful read goes beyond price alone and looks at NAV, performance and exposure in one portfolio context.
Who is Upogee for?
Upogee is for self-directed investors managing multiple accounts, brokers or spreadsheets who want one calmer place to review the full portfolio.