What is an investment portfolio tracker?

An investment portfolio tracker is a single place to see holdings from different accounts together — current value, how the portfolio has changed, and which positions drove that change.

Can I track investments across multiple brokers?

Yes. You can add investment accounts from different brokers and see them as one portfolio, or filter to a single account when you want to review it on its own.

Does Navira require a bank connection?

No. Navira does not connect to your bank or brokerage login. You add holdings yourself — by entering them, or by importing a statement, spreadsheet, or screenshot.

Can I see which holdings caused my portfolio to change?

Yes. Navira shows holding-level changes and contribution analysis so you can see which positions added to the move and which dragged it.

Is there a free trial?

Yes. You can start free for 14 days with full access. No credit card is required to begin.

Investment portfolio tracker

Track investments across accounts.Investment Portfolio TrackerSee what moved — no bank connection required.

Start free for 14 days

14-day free trial. No card required. No bank login.

See investments in one picture

Navira

Your Personal CFO

stop guessing: start knowing.

NET WORTH

$ 213,480

↑ +8.3% this year

April 2025 · live rates

INVESTMENTS

$ 51,200

CASH FLOW

+$ 1,640

CFO INSIGHT

$ 38.7K idle in savings is costing you $ 1,800 / yr.
Your life cover has a gap — at this wealth level, that matters.

Every account · any bank · any country · one number

Navira keeps investments next to net worth and cash flow, so portfolio value is not trapped in a separate brokerage app.

Track investments across accounts

An investment portfolio tracker is useful when holdings live in more than one place. Navira lets you add investment accounts from different brokers, then see them together as one portfolio. Learn how to track investments across multiple accounts.

When you want detail, you can focus on a single account. The aim is a consolidated view of current investment value — without logging into every app to add it up.

See how your portfolio changes over time

A point-in-time total is only the start. As you add statements and updates, Navira can show how portfolio value has moved over the history you have recorded.

Available periods depend on the snapshots and holdings you have added. Navira does not invent a longer history than the data you provide.

Understand what moved your portfolio

When the total changes, the next question is which holdings caused it. Navira shows holding-level movement and contribution analysis — the positions that added most, and the ones that dragged.

You can open a holding to see how its value changed over the same window, instead of guessing from a broker's gain/loss line alone.

See allocation and concentration

Mix and weight, from the holdings you have classified — not a generic model portfolio.

Allocation mix

See how the portfolio splits across asset class, sector, geography, and currency — where holdings are classified and coverage is strong enough.

Concentration

Top holdings show portfolio weight, so you can see whether a few positions dominate the total.

An investment tracker without a bank connection

You add what you want tracked. Navira does not log into your bank or brokerage.

No bank or brokerage login

Navira does not connect to your bank or broker. There is no credential sharing and no background account sync.

Add holdings your way

Enter positions yourself, or import from a statement, spreadsheet, or screenshot when that is easier.

Update on your schedule

Refresh when you have a new statement or a balance you trust. History builds from what you add.

Investments in the rest of your finances

Portfolio value matters more when it sits beside cash, debts, goals, and retirement plans. Navira keeps investments in that wider picture, so a good month in the market is not mistaken for a complete financial plan.

Guide

How to Track Investments Across Multiple Accounts

Learn how to track investments across multiple accounts — what to record, and three ways to keep a single view.

Learn how to track investments across multiple accounts

Net worth

Net Worth Tracker

Investments are one part of the picture. See how they sit alongside cash, property, and debts.

Open the net worth tracker

Common questions

What is an investment portfolio tracker?: An investment portfolio tracker is a single place to see holdings from different accounts together — current value, how the portfolio has changed, and which positions drove that change.
Can I track investments across multiple brokers?: Yes. You can add investment accounts from different brokers and see them as one portfolio, or filter to a single account when you want to review it on its own.
Does Navira require a bank connection?: No. Navira does not connect to your bank or brokerage login. You add holdings yourself — by entering them, or by importing a statement, spreadsheet, or screenshot.
Can I track portfolio value over time?: Yes. As you add statements and updates, Navira can show how portfolio value has moved over the history you have recorded.
Can I see which holdings caused my portfolio to change?: Yes. Navira shows holding-level changes and contribution analysis so you can see which positions added to the move and which dragged it.
Is there a free trial?: Yes. You can start free for 14 days with full access. No credit card is required to begin.

Start tracking your portfolio

14-day free trial. No credit card. No bank connection.

Start free for 14 days