Upogee
Upogee Portfolio Tracker
The clear, unified view of your entire portfolio, even when it is spread across multiple brokers, banks, and spreadsheets. Import CSVs with no APIs and review real NAV, allocation, dividends, and performance in one dashboard.
- Unite brokers, banks, and spreadsheets without switching screens
- See NAV, allocation, and cash without rebuilding the portfolio
- Read dividends and performance with full portfolio context
- Prepare each weekly review with less manual work
No broker connections. No APIs. Your data enters through CSV or manual import.
For investors who can no longer trust a broker-by-broker read.
The real problem
Broker dashboards stop at the account level
A broker app can explain one account well. It does not show the full portfolio once holdings, cash, dividends, and records are spread across brokers, banks, wallets, or spreadsheets.
Fragmented accounts hide the total portfolio view
Dividends and real return become harder to judge
Weekly review turns into account-hopping and spreadsheet repair
What you can see in one place
Track the full portfolio in one calmer dashboard
Upogee is a portfolio tracker that brings brokers, banks, wallets and spreadsheets into one place, so value, exposure, dividends and real return can be reviewed together.
Portfolio value
See the total portfolio instead of switching between account balances.
Allocation and exposure
Review concentration and capital distribution across the full portfolio.
Dividends and real return
Keep income and performance in the same portfolio view.
One weekly dashboard
Review the portfolio from one ad-free workspace built for repeat use.
Why Upogee
A calmer operating view for investors managing fragmented accounts
Use Upogee when the portfolio already lives across multiple brokers, accounts, or spreadsheet workflows and you want one place to read it more clearly.
Weekly review
Review the portfolio without rebuilding it first
Move beyond fragmented dashboards and spreadsheet glue. Review what changed, where concentration rose, and what deserves attention from one portfolio dashboard.
Portfolio Audit
Weekly portfolio review
01
What changed
02
Where concentration increased
03
How real return compares
04
What deserves attention
Access
Start free. Upgrade for more history and review depth.
Free is enough to start tracking a multi-account portfolio. Pro adds more history and a deeper review layer.
Start the portfolio tracker.
- 1 portfolio
- Up to 2 accounts
- Manual + CSV import
- Core dashboard
- 90 days of history
More history. More review context.
- Up to 10 accounts
- Full history
- Full analysis
- Real return
- Weekly portfolio review
Portfolio clarity
The same problem shows up in a few familiar places
Scattered broker views, spreadsheet upkeep, weak review habits, and unclear return all point to the same need: one place to read the portfolio.
Portfolio tracker
One view for holdings, cash, exposure, dividends, and return across accounts.
Track investments across brokers
For portfolios that have to be rebuilt across custodians before every review.
Portfolio tracker vs spreadsheet
For portfolios that still depend on spreadsheets to stay readable.
Portfolio Audit
A quick read on fragmentation, visibility, and weekly review readiness.
FAQ
A few useful answers
Short answers for the practical questions behind the switch.
What is a portfolio tracker?
A portfolio tracker is software that helps investors monitor holdings, allocation, NAV and portfolio performance in one place instead of checking each broker separately.
How do I track investments across brokers?
The practical approach is to use a portfolio tracker that brings brokers, banks, wallets and spreadsheets into one place so performance and exposure can be reviewed together.
How do I measure real portfolio return?
A useful read goes beyond price alone and looks at NAV, performance and exposure in one portfolio context.
Who is Upogee for?
Upogee is for self-directed investors managing multiple accounts, brokers or spreadsheets who want one calmer place to review the full portfolio.