Portfolio tracking platforms aggregate investments across multiple accounts and provide comprehensive performance analytics, asset allocation insights, and benchmarking against market indices. These tools help investors monitor returns, rebalance portfolios, and make informed decisions based on real-time data and historical trends.

Revenue from premium tiers ($8-25/month) offering real-time data, advanced analytics, tax-loss harvesting alerts, and portfolio optimization recommendations. Additional income from professional-grade features for financial advisors, API access for developers, and white-label solutions for financial institutions.

• Portfolio Performance vs Benchmark

  Average outperformance or underperformance against market indices

• Rebalancing Compliance Rate

  Percentage of users following recommended rebalancing actions

• Account Aggregation Success

  Rate of successful multi-account synchronization

Sharesight, Personal Capital, Morningstar Portfolio Manager