Track every equity position from purchase to present without spreadsheet chaos — Taskade Genesis builds a live portfolio tracker from one prompt and keeps it running on autopilot.
What Is a Stock Portfolio Tracker?
A stock portfolio tracker is a structured workspace where you log ticker symbols, share counts, purchase prices, and current values so you always know where your money stands at a glance.
Why Use a Stock Portfolio Tracker?
Manual spreadsheets break the moment you add a second brokerage or forget to update a cell. Taskade Genesis gives you a relational table with built-in agents that do the heavy lifting.
- One dataset, seven views — flip between Table, Board, and Gantt without re-entering data.
- AI agents on demand — ask the built-in agent to summarize sector concentration or flag over-weight positions using 34 built-in tools.
- Linked records — connect positions to watchlists or dividend calendars via the Relationship field.
- Automation triggers — pull in price alerts or news updates from 100+ two-way integrations.
- No per-seat lock-in — share with a financial advisor on a custom domain (Business+).
Who Should Use a Stock Portfolio Tracker?
- Individual investors who hold multiple equities across accounts.
- Financial coaches running client review sessions without exporting CSVs.
- Family offices that need a shared, audit-ready position log.
- Students learning portfolio construction in a hands-on workspace.
- Side-hustle traders who want a lightweight alternative to bloated brokerage dashboards.
How To Get Started
- Click Use Template to clone this tracker into your Taskade workspace in seconds.
- Add your positions — ticker, shares, average cost, and sector — to the Table view.
- Link positions to a watchlist database using the Relationship field.
- Set up a daily automation to log portfolio snapshots.
- Ask the embedded AI agent to generate a weekly holdings summary and send it to Slack.
Your portfolio data lives in one place, always current. Explore more in the Taskade community or browse agent templates for investing workflows.