Original Summary

I work in big tech and it was always difficult for me to have a clear view on how much all my RSUs, ESPP, DPSP, and investment accounts added up to and to have one consolidated P&L number. I trade across my TFSA, RRSP, and cash accounts that are spread across IBKR & Questrade so it can get confusing :') I also find that other investment trackers are so bloated and technical so it's hard to get straightforward insights for a casual investor like me. I built https://portfoliotracker.app/ so that you can have: One dashboard for all your investment accounts Get AI insights that give you insights in straightforward english Trade log + holdings view so you can actually see your patterns over time Weekly review to keep you honest about what's working Data security: we never connect to your brokerage accounts. You upload a CSV/PDF/photo export, and nothing is stored without your permission/you can delete at any time I also have a couple of free (for life!) pro plans for whoever is interested. Please DM me!   submitted by   /u/jtk2344 [link]   [comments]

  • 情报分类：技术学习与提效
  • 分类依据：内容涉及技术、AI、软件工具或工程实践
  • 信息来源：Reddit · SideProject
  • 发布时间：2026/9/22 10:02:29