Smol Portfolio Tracker
Smol Portfolio Tracker
Track anything, privately.
V4 Now Available
V4 Now Available
V4 Now Available
V4 Now Available
V4 Now Available
Buy Now
V4 Now Available
V4 Now Available
V4 Now Available
V4 Now Available
V4 Now Available
Buy Now
Track anything,
privately.
Smol Compute builds on top of Apple's native integration of Yahoo Finance and CoinMarketCap data, ensuring robust and accurate price feeds are used to track your portfolio. You can track anything: virtually all stocks, ETFs, coins, and tokens. Even your favourite exotic micro-cap.
Smol Compute builds on top of Apple's native integration of Yahoo Finance and CoinMarketCap data, ensuring robust and accurate price feeds are used to track your portfolio. You can track anything: virtually all stocks, ETFs, coins, and tokens. Even your favourite exotic micro-cap.
Manage multiple accounts.
Manage multiple accounts.
Keep things separate while retaining an overview of your entire portfolio.
Keep things separate while retaining an overview of your entire portfolio.
Accounts are the building blocks of your portfolio.
Each account is tracked independently and is self-contained on a single sheet, with its own Trade Log, Holdings Breakdown, and ROI chart.
See the full picture.
See the full picture.
The Dashboard pulls data from all your accounts to give you the full picture. A panoply of widgets provides a visual report on your holdings' performance.
The Dashboard pulls data from all your accounts to give you the full picture. A panoply of widgets provides a visual report on your holdings' performance.
Portfolio-wide stats.
Portfolio-wide stats.
Portfolio-wide stats.
Portfolio-wide stats.
The Dashboard also houses the Portfolio Breakdown. This comprehensive data table gives you granular statistics about your holdings and allows you to sort your entire portfolio by a variety of metrics.
The Dashboard also houses the Portfolio Breakdown. This comprehensive data table gives you granular statistics about your holdings and allows you to sort your entire portfolio by a variety of metrics.
ROI charts.
ROI charts.
ROI charts.
The ROI tab aggregates data from all your accounts and plots your entire portfolio’s performance on different charts.
You can toggle popular benchmarks to add them the chart or add your own simply by entering tickers.
Additional charts let you track your portfolio's BTC & ETH valuations over time and compare your ROI (return on investment) against BTC and ETH in addition to your return against the US dollar. This is done by keeping track of your portfolio's cost measured in these different currencies.
ROI Charts.
The ROI tab aggregates data from all your accounts and plots your entire portfolio’s performance on different charts.
You can toggle popular benchmarks to add them the chart or add your own simply by entering tickers.
Additional charts let you track your portfolio's BTC & ETH valuations over time and compare your ROI (return on investment) against BTC and ETH in addition to your return against the US dollar. This is done by keeping track of your portfolio's cost measured in these different currencies.
Supports most currencies.
Supports most currencies.
Change the primary currency of the Tracker to your local currency.
Smol Compute supports over 30 national currencies.
Change the primary currency of the Tracker to your local currency.
Smol Compute supports over 30 national currencies.
Set a secondary currency.
Set a secondary currency.
If you trade assets quoted in USD but live outside of the US, you can also select a secondary currency to monitor important stats in your local currency.
If you trade assets quoted in USD but live outside of the US, you can also select a secondary currency to monitor important stats in your local currency.
Light & dark themes.
Light & dark themes.
Pick a style. All our Portfolio Trackers include both light and dark themes.
Pick a style. All our Portfolio Trackers include both light and dark themes.
Create watchlists on the fly.
Create watchlists on the fly.
Enter the tickers you wish to track to see your watchlists populate with stats.
The Target MktCap Tool allows you to set a target market cap to see, for each asset in your watchlist, the X multiple that corresponds to this asset reaching your target market cap.
Enter the tickers you wish to track to see your watchlists populate with stats.
The Target MktCap Tool allows you to set a target market cap to see, for each asset in your watchlist, the X multiple that corresponds to this asset reaching your target market cap.
Reassign any ticker to any asset.
Reassign any ticker
to any asset.
Easily override any automatic ticker-to-asset match. Simply enter the ticker you want to use and assign it any asset listed on Yahoo Finance / CMC.
This is particularly useful for stocks listed on foreign exchanges and for exotic tokens, which can sometimes share the same ticker.
Easily override any automatic ticker-to-asset match. Simply enter the ticker you want to use and assign it any asset listed on Yahoo Finance / CMC.
This is particularly useful for stocks listed on foreign exchanges and for exotic tokens, which can sometimes share the same ticker.
Add fees to your cost basis.
Add fees to your cost basis.
The FEES option allows you to add fees to the cost basis of a specific asset without entering a trade. This is useful to account for carrying costs or network fees
The FEES option allows you to add fees to the cost basis of a specific asset without entering a trade. This is useful to account for carrying costs or network fees
Click to view in Yahoo.
Click to view in Yahoo.
Click the name of an asset in your portfolio to open it in Yahoo Finance where you can see live charts and key statistics.
Click the name of an asset in your portfolio to open it in Yahoo Finance where you can see live charts and key statistics.
PowerUp
PowerUp
Import your trades.
The Smol Formatter helps you batch-import your trading history from exchanges into Smol Compute's Portfolio Trackers.
The Smol Formatter helps you batch-import your trading history from exchanges into Smol Compute's Portfolio Trackers.
Learn more about the Smol Formatter
Learn more about the Smol Formatter
Hyper flexible and fully customizable.
Hyper flexible and fully customizable.
We know that one size doesn’t fit all. That’s why we prefer open, flexible tools that empower users over rigid and limiting alternatives.
Built on Numbers, our tools let you edit them however you like. Adapt and extend them to fit your needs.
With Numbers' infinite canvas, you can move and resize elements freely, just like in Figma or Freeform.
Smol Love
Smol Love
Smol Love
Smol Love
What users are saying.
What users are saying.
What users are saying.
What users are saying.
Smol Compute’s template is hands down the best portfolio tracker on Mac. Really happy with it.
Sang-woo
Smol Compute’s template is hands down the best portfolio tracker on Mac. Really happy with it.
Sang-woo
Smol Compute’s template is hands down the best portfolio tracker on Mac. Really happy with it.
Sang-woo
Smol Compute’s template is hands down the best portfolio tracker on Mac. Really happy with it.
Sang-woo
Tried out @smolcompute for a private portfolio tracker, and I've been so happy with it!
Michael B.
Tried out @smolcompute for a private portfolio tracker, and I've been so happy with it!
Michael B.
Tried out @smolcompute for a private portfolio tracker, and I've been so happy with it!
Michael B.
Tried out @smolcompute for a private portfolio tracker, and I've been so happy with it!
Michael B.
The Formatter is the first tool I’ve found that works with my workflow. Super convenient!
Mark L.
The Formatter is the first tool I’ve found that works with my workflow. Super convenient!
Mark L.
The Formatter is the first tool I’ve found that works with my workflow. Super convenient!
Mark L.
The Formatter is the first tool I’ve found that works with my workflow. Super convenient!
Mark L.
Best Numbers template I’ve used. It’s smooth, easy to use, and I love the design. Super clean. Highly recommend.
Sarah J.
Best Numbers template I’ve used. It’s smooth, easy to use, and I love the design. Super clean. Highly recommend.
Sarah J.
Best Numbers template I’ve used. It’s smooth, easy to use, and I love the design. Super clean. Highly recommend.
Sarah J.
Best Numbers template I’ve used. It’s smooth, easy to use, and I love the design. Super clean. Highly recommend.
Sarah J.
Pay once, use forever.
Pay once, use forever.
Pay once, use forever.
No subscription.
No subscription.
No subscription.
Compare versions
Compare versions
Compare versions
Version
Lite
Pro
Trade Log (compatible with Smol Formatter)
Account Holdings Summary table
Live P&L bar chart (per asset)
Live Allocation pie chart
Reassign any ticker to any asset
Secondary currency support
Multi-account support
—
Dashboard tab: aggregates data from all your accounts to provide a comprehensive overview of your entire portfolio.
—
ROI Analysis tab: live ROI charts with default and custom benchmarks.
—
Watchlists tab: create custom watchlists, see which watched assets you currently hold, and set target market cap for each watchlist.
—
Portfolio Breakdown Table
—
Account Snapshots and historical ROI charts with benchmarks
—
Lifetime P&L bar chart (per asset)
—
Version
Lite
Pro
Trade Log (compatible with Smol Formatter)
Account Holdings Summary table
Live P&L bar chart (per asset)
Live Allocation pie chart
Reassign any ticker to any asset
Secondary currency support
Multi-account support
—
Dashboard tab: aggregates data from all your accounts to provide a comprehensive overview of your entire portfolio.
—
ROI Analysis tab: live ROI charts with default and custom benchmarks.
—
Watchlists tab: create custom watchlists, see which watched assets you currently hold, and set target market cap for each watchlist.
—
Portfolio Breakdown Table
—
Account Snapshots and historical ROI charts with benchmarks
—
Lifetime P&L bar chart (per asset)
—
Version
Lite
Pro
Trade Log (compatible with Smol Formatter)
Account Holdings Summary table
Live P&L bar chart (per asset)
Live Allocation pie chart
Reassign any ticker to any asset
Secondary currency support
Multi-account support
—
Dashboard tab: aggregates data from all your accounts to provide a comprehensive overview of your entire portfolio.
—
ROI Analysis tab: live ROI charts with default and custom benchmarks.
—
Watchlists tab: create custom watchlists, see which watched assets you currently hold, and set target market cap for each watchlist.
—
Portfolio Breakdown Table
—
Account Snapshots and historical ROI charts with benchmarks
—
Lifetime P&L bar chart (per asset)
—
Version
Lite
Pro
Trade Log (compatible with Smol Formatter)
Account Holdings Summary table
Live P&L bar chart (per asset)
Live Allocation pie chart
Reassign any ticker to any asset
Secondary currency support
Multi-account support
—
Dashboard tab: aggregates data from all your accounts to provide a comprehensive overview of your entire portfolio.
—
ROI Analysis tab: live ROI charts with default and custom benchmarks.
—
Watchlists tab: create custom watchlists, see which watched assets you currently hold, and set target market cap for each watchlist.
—
Portfolio Breakdown Table
—
Account Snapshots and historical ROI charts with benchmarks
—
Lifetime P&L bar chart (per asset)
—