A private investment portfolio tracker built for clarity.

Understand your investment portfolio.

Track investments across brokers and understand your holdings, FIFO cost basis, performance, exposure, and every decision behind them.

Built for investors who want clarity, not noise.
The real question

You know your balance. But do you understand your portfolio?

How much capital is actually invested?

Which stocks drive most of your gains or losses?

How concentrated is your portfolio?

Which broker account performs best?

Where did each buy and sell decision happen?

A clearer practice

Good investing starts with understanding.

01

Know your portfolio

Every position. Every broker account. One clear view of your exposure, cost basis, and performance.

02

Learn from your decisions

Every buy and sell tells a story. See transactions directly on the stock chart and review what happened.

03

Improve over time

The goal is not more trades. The goal is better decisions backed by clearer data.

Portfolio overview

Everything important, in one place.

Overview
Portfolio
Upload Transactions
Portfolio Value $39,182.40 +$312.84 1D
Invested Capital $26,747.07
Realized P/L +$3,263.63
Unrealized P/L +$15,595.02
Total P/L +$18,858.65
Biggest Winners
NVDANVIDIA +$7,420.18
MSFTMicrosoft +$3,218.40
AMZNAmazon +$1,087.92
Biggest Losers
AAPLApple -$184.20
GOOGLAlphabet -$92.10
NVDANVIDIA
+18.42%
BUY SELL
May 12, 2025BUY
10 NVDA @ $118.40 XTB Main Account
Mar 18, 2026SELL
4 NVDA @ $164.20 Revolut Stocks
Broker Allocation
Broker AccountMarket Value
XTB Long-Term$23,814.20
Revolut USD$15,368.20
Currency Exposure
USD$39,182.40
Recent Activity
BUY

You bought 4 NVDA @ $192.82 in XTB Main.

SELL

You sold 2 AAPL @ $215.17 in Revolut Stocks.

BUY

You bought 3 MSFT @ $391.82 in XTB Main.

Recent Journal Entries
NVDA - Bull ThesisDemand still looks strong.
Portfolio - ReviewReduced single-stock concentration.
MSFT - ValuationReviewing position size after earnings.
Simple imports

Start with the brokers you already use.

Upload your broker transactions and the app organizes your portfolio by stock, broker account, and performance.

01

XTB

Native transaction export

02

Revolut

Investment activity CSV

03

Custom CSV

A simple open format

Three clear steps

From transactions to understanding.

1

Import your transactions

Upload XTB, Revolut, or custom CSV files.

2

See your real portfolio

Positions, FIFO cost basis, invested capital, realized and unrealized gains.

3

Understand your decisions

Open each stock page and see your buy and sell transactions on the chart.

Current capabilities

Built for clarity.

Multi-broker accounts
FIFO analytics
Invested capital
Realized and unrealized P/L
Stock chart transaction markers
Portfolio exposure
Broker account breakdown
Transaction history
Investment decision journal
Roadmap

Built to grow with you.

Future features will help investors understand patterns, compare anonymized metrics, and get deeper portfolio analysis without exposing private data.

01

AI Portfolio Review

02

Anonymous community insights

03

More broker integrations

Trust by design

Your portfolio is private.

Your transactions belong to you. Future community insights will be aggregated and anonymous, never exposed as individual portfolios.

01Private by default
02User-scoped data
03Anonymous aggregated insights only
Common questions

Investment portfolio tracking, explained.

An investment portfolio tracker brings your holdings and transactions together so you can monitor cost basis, market value, performance, exposure, and activity across accounts.

Yes. Rivethink organizes imported transactions from XTB, Revolut, and custom CSV files by broker account, stock, and portfolio.

Rivethink uses your imported transactions and available market prices to calculate FIFO cost basis, invested capital, realized profit or loss, unrealized profit or loss, and portfolio value.

Yes. Buy and sell transactions appear on stock charts, and the investment journal lets you record and revisit the reasoning behind portfolio and stock decisions.

No. Rivethink provides informational portfolio analytics and tools for reflection. It does not recommend what to buy, sell, or hold.
A clearer next step

Become a better-informed investor.

Start by importing your transactions and seeing your portfolio clearly.