Your portfolio.Institutional-grade intelligence.
Enter any stock portfolio — get live P&L, AI risk analysis, rebalancing advice, and price alerts in seconds. What hedge funds charge $10K/yr for, now $12/mo.
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Add your holdings
Enter stock tickers, crypto, or funds. No brokerage connection needed.
AI fetches live prices
Real-time data from Yahoo Finance. See P&L update instantly.
Get AI insights
Spot patterns, risk concentration, and rebalancing opportunities.
Set smart alerts
Price targets and AI-triggered notifications keep you ahead.
Analyze your portfolio now
Your savings rate is 18% — increasing to 20% adds £240/year to your emergency fund.
Connect your accounts to see real data
Wealth intelligence, not just charts
AI That Thinks Like a CFO
Spots concentration risk, correlation issues, and rebalancing signals — not just bar charts.
Real-time P&L
Live prices from Yahoo Finance. Know your exact net worth at any moment.
Smart Price Alerts
Set targets and get notified when your thesis plays out.
Financial Health Score
A single number that tells you how diversified, profitable and risk-aware you are.
No brokerage access
You enter tickers manually. Nothing touches your accounts. Bank-grade private.
Natural language AI
Ask 'Am I overexposed to tech?' and get a straight answer, not a marketing blob.
TrackWealth vs alternatives
| Feature | TrackWealth | Copilot Money | Robinhood | Yahoo Finance |
|---|---|---|---|---|
| AI portfolio analysis | ✅ Advanced | ⚠️ Basic | ❌ | ❌ |
| Real-time prices | ✅ Free | ✅ Connected | ✅ Free | ✅ Free |
| No account required | ✅ | ❌ Requires login | ❌ Login | ✅ |
| Financial health score | ✅ Animated | ❌ | ❌ | ❌ |
| Rebalancing signals | ✅ AI | ⚠️ Manual | ❌ | ❌ |
| Privacy (no brokerage link) | ✅ Manual entry | ❌ Bank sync | ❌ Full access | ✅ |
| Cost | Free / $12 mo | $95/yr | Free | Free |