Build your own investment portfolio tracker
Monitor asset performance and track dividends in an AI-powered portal built with AI to fit your financial firm's specific workflow.
Build exactly what your clients need
Customize an investment portfolio tracker that looks sleek and modern. Add only the features you need and iterate as your team's needs evolve.
Real-time asset dashboards
Transaction and document logging
AI investment performance analysis
Automated dividend tracking
Secure investor portal access
Portfolio rebalancing alerts
Bring all your financial data together in real time
Connect brokerage data, spreadsheets, and investment logs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give each investor the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Turn your tracker into a downloadable app in one click with Softr's PWA—no extra design needed.
Works on any device
Softr apps are mobile-ready by default. Turn your tracker into a downloadable app in one click with Softr's PWA—no extra design needed.
Automations
Build native automations with Softr Workflows to handle portfolio alerts, dividend notifications, and data sync automatically whenever records change.
User groups
Provide separate logins for different investor types, and create personalized performance dashboards for each individual user.
Advanced permissions
Apply rules for different user groups. Customize who sees which assets and which actions they can take at even the most granular level.
Security
Protect sensitive investment information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your investment portfolio tracker in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like dividend tracking or rebalancing alerts as your investment strategies evolve—no rebuild needed.
Flexible as you grow
Start with a tracker, then add investor portals, dashboards, or forms—all in one place with no extra tools.
Generate a custom investment portfolio tracker with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your investment portfolio tracker in minutes
Describe what you need. Softr's AI builds your investment software in minutes.