Frequently asked questions
What does Upogee do?
Upogee helps investors track the full portfolio across multiple brokers, accounts, wallets, and spreadsheets in one place.
Is Upogee a portfolio tracker?
Yes. Upogee is a portfolio tracker for investors who want one full portfolio view rather than isolated broker panels.
Who is Upogee best for?
Upogee is best for self-directed investors managing multiple brokers, accounts, or spreadsheets who want one calmer place to review the portfolio.
Can I track investments across multiple brokers?
Yes. Upogee is a portfolio tracker built for investors who need one portfolio view across multiple brokers and accounts.
Does Upogee support CSV import?
Yes. Upogee supports CSV import alongside manual setup.
Do I need to connect my broker?
No. Upogee does not require a broker connection because manual and CSV import are supported.
Can I track dividends and real return in one place?
Yes. Upogee keeps dividends, portfolio value, exposure, and real return inside the same portfolio view.
Is Upogee a spreadsheet alternative?
Yes. Upogee is a spreadsheet alternative when manual upkeep starts carrying too much of the portfolio review.