FolioTracking

Free public beta

Dividends and option premium, kept in one quiet ledger

FolioTracking is a private portfolio tracker for retail investors using IBKR or Trading 212 who want their income records in one place.

Import your activity, see what you hold, and follow dividends and option premium across stocks, ETFs, options and cash. Report in multiple currencies, including EUR and USD, without stitching spreadsheets together.

Try it as a guest and your data stays in your browser. Sign in when you want your records saved to your account.

Open the app What it does

What you can track

Built around four kinds of records: stocks, ETFs, options, and cash with dividends.

Portfolio prices are delayed and refreshed hourly (US), when available during market hours. Each quote shows its observation time; charts may differ from portfolio prices.

  • Broker imports

    Bring in activity from IBKR using a Flex Query, or from Trading 212.

  • Dividend records

    See dividends received per holding and over time, alongside your cash activity.

  • Option premium

    Keep a record of premium collected on options, including wheel-style positions.

  • Holdings overview

    A single view of your stocks and ETFs, with cash balances beside them.

Guides to get started

Short, practical walkthroughs written for the way the app works today.

Where your data lives

Guest mode

Guest data stays in your browser. Clearing browser data removes it.

Signed in

Your records are stored in Supabase, our database and sign-in provider.

Analytics

No portfolio values are sent to analytics. Optional analytics need your consent.

Not advice

FolioTracking is an informational tracker in free public beta, not investment advice. Check figures against your broker statement.

Details are in the Privacy Policy and Terms of Service.

Start with a guest portfolio

No account needed to look around. Sign up whenever you want your records saved.

Open app Sign up