Smol Portfolio Tracker

Smol Portfolio
Tracker

Smol Portfolio Tracker

Track anything, privately.

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,

Track anything,

privately.

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.

Yahoo Finance
Yahoo Finance
Yahoo Finance
CoinMarketCap Logo
CoinMarketCap Logo
CoinMarketCap Logo

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.

Yahoo Finance
CoinMarketCap Logo
Designed to keep your data fully private. Local-first means your data stays on your computer. If you choose to sync your portfolio via iCloud to access it across devices, you can retain full privacy with end-to-end encryption for iWork documents.
Designed to keep your data fully private. Local-first means your data stays on your computer. If you choose to sync your portfolio via iCloud to access it across devices, you can retain full privacy with end-to-end encryption for iWork documents.

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.

Manage multiple accounts.
Manage multiple accounts.

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. 



See the full picture with the Dashboard Tab of the Portfolio Tracker
See the full picture with the Dashboard Tab of the Portfolio Tracker

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.

Portfolio Breakdown Table
Portfolio Breakdown Table

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

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.

Smol Compute supports over 30 national currencies.
Smol Compute supports over 30 national currencies.
Smol Compute supports over 30 national currencies.

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.

Light and dark color themes
Light and dark color themes
Light and dark color themes
Light and dark color 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.

Watchlists
Watchlists
Watchlists
Watchlists

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.

Reassign any ticker to any asset.
Reassign any ticker to any asset.
Reassign any ticker to any asset.
Reassign any ticker to any asset.

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

Add fees to your cost basis.
Add fees to your cost basis.

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.

Yahoo Finance
Yahoo Finance
Yahoo Finance
Yahoo Finance

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

Import your trades from Binance and Kraken
Import your trades from Binance and Kraken

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.

Pro version

Pro version

Pro version

$50

Multi-account support

Dashboard tab

ROI Charts with benchmarks

Watchlists & more!

Full Version of the Portfolio Tracker
Full Version of the Portfolio Tracker
Full Version of the Portfolio Tracker

Track single accounts

Use the core features of our Tracker

Lite Version of the Portfolio Tracker
Lite Version of the Portfolio Tracker

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)

Have any questions?

Have any questions?

Have any questions?

Message us

Message us

Can I try your product?

Does the Formatter work with both the Full and Lite versions?

Can I import my trading history into your Tracker?

What is Apple Numbers?

Is there an Excel or Google Sheets version?

Can I try your product?

Does the Formatter work with both the Full and Lite versions?

Can I import my trading history into your Tracker?

What is Apple Numbers?

Is there an Excel or Google Sheets version?

Can I try your product?

Does the Formatter work with both the Full and Lite versions?

Can I import my trading history into your Tracker?

What is Apple Numbers?

Is there an Excel or Google Sheets version?

Can I try your product?

Does the Formatter work with both the Full and Lite versions?

Can I import my trading history into your Tracker?

What is Apple Numbers?

Is there an Excel or Google Sheets version?