Your portfolio, made visible.
Import or add holdings, switch currencies, track performance over time, and see the allocation, P&L and concentration risks that are easy to miss in a spreadsheet.
Value, return, holdings and sector exposure in one view.
EZvest turns your holdings into a clear dashboard: total portfolio value, active positions, return, sectors covered, holdings growth and the biggest categories driving your risk.
Not just what changed. Why it matters.
Portfolio tracking is useful only when it shows the story behind the number: concentration, winners, losers, diversification and the next risk to review.
Performance over time
See how your portfolio value changes across 1M, 3M, 6M and 1Y windows, with the selected period made obvious.
Portfolio metrics
Best performer, worst performer, gainers versus losers and a simple diversification score make the health check fast.
Allocation checks
Plain-language prompts flag when one holding or sector is doing too much of the work.
Next-step guidance
FinBot can explain concentration, swing profile and exposure mix without turning it into financial advice.
Every position gets its own context.
Review units, average cost, current price, P&L, value and allocation per holding, then compare sector breakdown and P&L contribution across the portfolio.
Know what you own.
Know what owns your risk.
Portfolio tracking is coming soon inside EZvest, with a 10-credit launch gift waiting for FinBot analysis.