InvestorKeep

InvestorKeep: Investment Portfolio Tracker & Financial Accounting Software

Track stocks, mutual funds, crypto, and other investments with InvestorKeep's portfolio tracking and financial accounting software, offering custom reports and graphs for analysis.

What is InvestorKeep?

InvestorKeep is an investment portfolio management and accounting software designed to help individual investors track, analyze, and report on their investment portfolio performance. The software allows you to track stocks, bonds, mutual funds, ETFs, crypto, and other investment assets across multiple brokerage accounts and investment platforms.

Some of the key features include:

• An intuitive user interface to manually enter and track cost basis and current value of investments
• Automated data feeds and syncing with brokerages and investment platforms
• Customizable portfolio dashboard to view asset allocation, returns, and performance analytics
• Reporting capabilities to analyze returns over custom time periods with visual charts and graphs
• Tax planning tools for capital gains, losses, and income tracking
• Advanced performance attribution analysis to understand key drivers of portfolio return
• Flexible custom tagging and classification of securities
• Bank-level AES-256 data encryption and security

InvestorKeep aims to provide a one-stop portfolio monitoring and accounting solution for individual investors to effectively track, value, analyze and report on their investments across stocks, funds, crypto and other asset classes. The intuitive interface, custom reports and time-saving automation make it easy for investors to gain insights into the performance drivers of their portfolio.

InvestorKeep Features

Official Links