Track listed and unlisted assets, see how your portfolio is organized, and keep your goals in view. No trade recommendations or trade execution.
This demo stores changes in this browser only. There is no account, cloud sync, or payment connection.
A sample portfolio overview
One calmer view
Holdings · values · goals
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Free
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Up to 10 holdings
Track up to 2 savings goals
Overview and allocation
Manual values for unlisted assets
MORE ROOM TO TRACK
TrackNest Plus
₹299 / month
Billed monthly · prototype price
Unlimited holdings and goals
Daily portfolio snapshots from your start date
CSV export of your holdings
No invented historical backfill
Demo activation only. Payments and renewals are not connected.
Plan choice is stored locally in this prototype. Prices are illustrative INR pricing.
Workspace / Overview
JD
Jordan Davis⌄
SUNDAY, OCTOBER 25
Your portfolio
A clear view of what you own, all in one place.
Total portfolio value ⓘ
$48,286.40
Across 5 holdings
Live price coverage ⓘ
0/0
Quotes available for ticker holdings
Cash balance ⓘ
$5,420.00
— of your portfolio
Portfolio value · illustrative
Portfolio value Illustrative history
Allocation
100%allocated
Stocks 42%
Funds 28%
Cash 18%
Bonds 12%
Based on the values you’ve entered
Asset chart
Explore a holding on TradingView
Choose a ticker holding to view its chart.
Selecting an asset sends its ticker to TradingView. Stock exchange data may be delayed; availability depends on TradingView market coverage. Forex and crypto widgets have real-time data.
Adjust assumptions to explore an example. This is not a forecast.
Hypothetical ending balance: —
Assumes monthly compounding and steady contributions.
Illustrative profit / loss
Hypothetical
Example only; not connected to your holdings
+$3,420+7.6% example gain
Example cost basis $45,000 · example value $48,420
Actual profit or loss needs purchase records and transaction history.
My holdings · 5 assets
Live quotes need the local server
ASSET
TYPE
UNITS
PRICE / UNIT
CURRENT VALUE
TODAY
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TrackNest is for organizing information you enter. It does not provide investment recommendations or execute trades. Currency conversion uses illustrative demo rates, not live market rates.