Stop guessing whether your ETFs overlap — Taskade Genesis generates a live ETF portfolio tracker from one prompt, with an AI agent that surfaces hidden concentration risks before they become expensive.
What Is an ETF Portfolio Tracker?
An ETF portfolio tracker logs each fund you own — ticker, allocation percentage, expense ratio, and underlying benchmark — so you can measure diversification and cost drag in one view.
Why Use an ETF Portfolio Tracker?
Passive investors often hold 5–10 ETFs without realizing three of them track the same index. Taskade Genesis brings clarity without complexity.
- Table and Mind Map views — inspect holdings data in rows or visualize overlap as a connected map using 7 project views.
- Expense ratio calculator — prompt the built-in AI agent to compute weighted average cost across your full ETF mix.
- Linked records — connect each ETF to benchmark notes and rebalancing targets via the Relationship field.
- Rebalancing automations — trigger a quarterly alert when any ETF drifts more than 5% from target allocation using automation workflows.
- 15+ frontier models — choose your preferred AI model from OpenAI, Anthropic, or Google for deeper analysis.
Who Should Use an ETF Portfolio Tracker?
- Bogleheads and three-fund-portfolio fans who want a clean record of their passive holdings.
- Robo-advisor users who add individual ETFs on top of managed accounts.
- Financial independence seekers optimizing for low-cost, tax-efficient investing.
- 401(k) self-directors comparing available fund options within a plan.
- Investment advisors maintaining model portfolios for multiple clients.
How To Get Started
- Click Use Template to clone this tracker into your workspace — done in ten seconds.
- Add each ETF: ticker, allocation %, expense ratio, and benchmark in the Table view.
- Create a Mind Map view to visualize overlapping sector exposures using AI apps.
- Link each fund to rebalancing targets using Relationships.
- Ask the agent to flag any single sector exceeding 30% of your combined portfolio weight.
Simple portfolios, smart oversight. Discover more investor tools in the Taskade community or explore agent workflows.