Portfolio Dashboard
BetaTrack stocks, dividends and net worth.
Built for people who check the numbers themselves. Import your transactions, and see holdings, return and dividend flow the way your broker would if it showed its work.
- Platforms
- Mac
- Category
- Finance
A closer look
Tap any screenshot to open it full screen.
What's inside
Everything Portfolio Dashboard does, without the filler.
Holdings and cost basis
Positions rebuilt from your transactions, so the average price and the return agree with each other.
Value and return over time
Development of both portfolio value and time-weighted return across the periods that matter.
Forward dividend forecast
The next payment is estimated forward from the payer's own schedule — not assumed to repeat the last one.
Encrypted database
Your portfolio lives in an encrypted local database with the key held in the login keychain.
Touch ID lock
The app asks for your fingerprint before it opens.
Private mode
One tap hides every amount so you can open the app on a train.
Why people use Portfolio Dashboard
The reasons that survive the second week.
Numbers that survive a cross-check
Cost basis is derived from transactions, so a drifting figure in an import cannot quietly distort your return.
Nothing leaves your Mac
Prices come in; your positions never go out. The database is encrypted at rest.
Dividends you can plan around
A forward estimate per payer beats one blanket rate applied to a portfolio that doesn't behave that way.
Frequently asked questions
Export the transaction file from your broker and import it. The importer is built around the Nordnet CSV export.
What's next
Planned work, in no guaranteed order and with no promised dates.
- planned
Broader broker imports
More transaction formats out of the box.
- in progress
iOS companion
A read-only view of the portfolio on iPhone.
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Get Portfolio Dashboard
Track stocks, dividends and net worth.