See your retirement number grow in real time — Taskade Genesis builds a retirement portfolio tracker from one prompt, giving future retirees a live multi-account dashboard with an AI agent that projects your finish line date based on current contribution rates.
What Is a Retirement Portfolio Tracker?
A retirement portfolio tracker consolidates every tax-advantaged and taxable retirement account — 401(k), IRA, Roth, pension, and brokerage — into one workspace showing total balance, allocation, and projected value at retirement.
Why Use a Retirement Portfolio Tracker?
Most people check individual account balances but never see the full picture. Taskade Genesis creates that unified view and keeps it current automatically.
- Table view for all accounts — see every account, balance, and allocation side by side using multiple project views.
- AI projection engine — prompt the built-in agent to model your retirement date based on current savings rate and expected return using frontier AI models.
- Relationship field — link each account to its beneficiary designation, contribution limit record, and asset allocation target.
- Annual limit alerts — trigger a notification when you approach your IRA or 401(k) contribution limit via reliable automations.
- Persistent memory — the agent remembers your target retirement age and risk tolerance across every planning session.
Who Should Use a Retirement Portfolio Tracker?
- Mid-career professionals with accounts spread across multiple employers and rollover IRAs.
- Self-employed individuals tracking SEP-IRA or Solo 401(k) contributions against quarterly estimates.
- Pre-retirees 5–10 years out who need a drawdown sequence plan.
- Couples combining two retirement portfolios into a single household financial picture.
- Financial advisors maintaining a clean account summary for each client before annual review meetings.
How To Get Started
- Click Use Template to clone this workspace — your retirement dashboard is live in seconds.
- Add each account: type (401k/IRA/Roth/Pension), institution, current balance, and annual contribution.
- Link each account to beneficiary records and asset allocation targets using Relationships.
- Set up annual contribution limit alerts using Taskade automations.
- Ask the AI agent to project your balance at age 65 under three contribution scenarios and write a plain-English summary.
Your retirement, on track and visible. Browse more wealth-building tools in the Taskade community or explore AI apps for financial planning.