The Ultimate Portfolio Tracker: Master Your Stocks, Crypto, and More…

UpFront: Your Unified Command Center for Wealth

 Stop juggling spreadsheets and apps. See all your stocks, crypto, and ETFs in one powerful, intuitive dashboard.

In today’s financial world, your investments are scattered. A few stocks here, some crypto there, ETFs in a retirement account. Getting a true picture of your wealth feels like a part-time job of manual data entry and fragile spreadsheets.

It’s time to take control.
UpFront is the powerful, secure dashboard that automatically consolidates all your investments into a single, crystal-clear view. Stop guessing about your performance and start making confident decisions with data that’s always up-to-date.

Why UpFront is the Last Portfolio Tracker You’ll Need

1. A Single Source of Truth for Your Entire Portfolio

Your main dashboard gives you an instant, live snapshot of your entire financial picture.

• 📈 Total Portfolio Value & Performance: See your real-time balance and your total gain/loss in both dollars and percentages.

• 💵 Accurate Cost Basis: Track your invested capital perfectly for performance and tax time.

• 🔢 Holdings Count: Know exactly how many positions you’re managing at a glance.

The Result: You always know where you stand, today.

2. Track Every Asset Type, All in One Place

Built for the modern investor who owns more than just stocks.

• Stocks & ETFs (across all major exchanges)

• Cryptocurrencies (BTC, ETH, and all major coins)

• Bonds, Cash, & even Forex

Flexible Tracking: Log buys, sells, and dividends with ease. Maintain a clean, auditable history of every transaction.

3. Gain Deeper Insights with Powerful Visuals

Raw numbers don’t tell the whole story. Our visuals do.

• Performance Over Time: Chart your portfolio’s growth in value or percentage return. Spot trends and drawdowns instantly.

• 🆚 Benchmark Comparison (Pro): See how your % returns actually stack up against the S&P 500 or Nasdaq. Move from “I think I’m doing well” to “I know I’m beating the market.”

• Smart Allocation Charts: Instantly see your diversification (or lack thereof) by asset and type. Answer critical questions like, “Is my crypto allocation too high?” or “Am I over-concentrated in one stock?”

4. Stay Informed with Live Data & News

We pull in the market data so you don’t have to.

• Live Quotes & Daily Moves for every holding.

• Integrated Market News relevant to your investments.

• Market Overview Panel for a quick pulse on conditions.

You’re not just tracking the past; you’re reacting to the present.

5. Manage Multiple Strategies with Ease

Organize your financial life the way you actually think about it.

• Create Separate Portfolios for “Retirement,” “Active Trading,” or “Crypto.”

• “All Portfolios” View to see your total net worth and exposure across all accounts.

• Individual Portfolio Metrics to track the performance of each strategy independently.

6. AI-Powered Intelligence to Guide You (Pro)

UpFront Pro acts like your personal analyst, uncovering insights you might miss.

• AI Portfolio Summary: Get a plain-English briefing on your portfolio’s structure, risks, and recent activity.

• Suggested Focus Areas: AI highlights what deserves your attention—like a concentrated position or a large, unrealized gain.

• Weekly Comparison: See exactly how your portfolio value and performance have changed week-over-week.

Designed for Simplicity and Security

• 😌 Undo Deletes & CSV Import/Export (Pro): Manage your data with confidence and flexibility.

• 👀 Personal Watchlist: Track potential investments without cluttering your portfolio.

• 🔐 Guest Mode & Passwordless Sign-In: Try it risk-free with a demo, then secure your account with a simple “magic link”—no passwords to remember.

• Your Data is Yours: We do not connect to your brokerages. You maintain full control and privacy over your information.

Choose Your Plan

Ready for Total Financial Clarity?

Stop piecing together your financial picture from a dozen different sources.

See the difference for yourself in 60 seconds.
Click here to launch Guest Mode and explore a live demo—no sign-up required.

When you’re ready, building your real portfolio is free. Upgrade to UpFront Pro anytime to unlock powerful insights and full control.