Free UK & US stock portfolio tracker
Track your UK and US stocks in one place with live TradingView prices, transactions, dividends and Claude AI research. Free for every ChartsView member.
Live UK & US prices
FTSE 100, AIM, NYSE and NASDAQ prices via TradingView, with Yahoo Finance as backup. GBP and USD support.
AI research per stock
Get Claude AI bull/base/bear cases, conviction scores, catalysts, risks and watch-list signals on every holding.
TradingView charts
Embedded TradingView Advanced Chart for every stock, with RSI and full drawing tools.
Transactions & dividends
Log buys, sells and dividend income. Track cost basis, profit/loss, currency exposure and total portfolio value.
Snapshot history
Every save creates a snapshot. Restore any previous version of your portfolio with one click.
Weekly portfolio review
One AI analysis per week covers every holding in your portfolio with bull case, bear case and what to watch next.
How it works
The ChartsView Portfolio Tracker gives you a private dashboard for your UK and US stock holdings. Add a ticker, the system fetches the live price, and you can record your buy price, share count and any transactions or dividends over time.
Every holding gets its own AI research panel powered by Claude Haiku 4.5: rating (Buy / Hold / Sell), conviction score, six fundamental dimension scores, plus written bull case, base case, bear case, catalysts to watch, things that must work for the bullish view, and concrete risks.
Each member's portfolio is stored privately on the server and is only visible after you sign in. Other members cannot see your holdings.
Who it's for
- UK retail investors managing FTSE 100 / AIM holdings
- UK-based investors with US stocks (Apple, Tesla, NVIDIA etc.) needing GBP-converted totals
- Long-term investors who want AI-assisted research without paying for a Bloomberg terminal
- Members of the ChartsView trading community who already discuss stocks on the forum
What it costs
Free, with no upgrade prompts or paywalls. The Portfolio Tracker is bundled with free ChartsView membership, alongside the forum, share tips leaderboard, daily market briefing, broker reviews and the dedicated company research library.