Your entire portfolio, one dashboard

Track crypto, stocks, ETFs, commodities and forex in real time. Set alerts, plan DCA schedules, analyse performance and get AI-powered insights — all in one place.

portmone.co/dashboard
Dashboard
Portfolio
Watchlist
Transactions
Alerts
DCA Plans
Goals
Analysis
AI Digest
TOTAL VALUE
$209,586
2 portfolios
TOTAL INVESTED
$159,508
cost basis
OVERALL P&L
+$50,078
+31.40%
Portfolio performance · 3M
AssetPriceValueP&L
BT
BTC
Bitcoin
$83,234
$104,042
+65.8%
ET
ETH
Ethereum
$1,847
$55,410
+17.5%
AA
AAPL
Apple Inc.
$211.45
$21,145
-3.9%
GC
GC=F
Gold Futures
$3,120
$15,600
+18.2%
20+
exchanges & data sources
3
platforms — web, desktop, mobile soon
100%
private — your data stays yours

Everything you need to invest smarter

From live prices to AI-powered analysis — built for serious investors who want full visibility over their wealth.

Multi-wallet portfolios

Track crypto, stocks, ETFs, commodities and forex across multiple wallets with live P&L.

Performance history

Daily snapshots with 1W–1Y charts and benchmark overlay against S&P 500, BTC and Gold.

Price & P&L alerts

Get notified by email when any asset crosses a price or gain/loss threshold.

DCA plans & goals

Set recurring buy schedules and financial goals with projected value and monthly contributions.

Allocation & rebalancing

Set target allocations per asset class and get buy/sell suggestions to rebalance.

Backtest & screener

Test custom allocations against historical data. Screen assets by P/E, ROE, factor grade.

Monte Carlo simulation

1,200-path simulation with P10–P90 percentile fan chart and adjustable horizon.

AI digest

Claude-powered weekly portfolio summary and natural language Q&A on your holdings.

Net worth tracker

Add manual accounts (cash, real estate, vehicles) to see your complete net worth.

Ready to take control of your portfolio?

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