Portfolio Trackers

Tracking your investments across different platforms can be time-consuming and confusing. Switching between apps, calculating profit and loss manually, and comparing historical vs. real-time performance often becomes overwhelming—especially if you hold multiple assets. Our Portfolio Tracker simplifies all of this.

With real-time data updates and historical performance insights, you can monitor your entire investment portfolio in one place. View daily performance as markets move, and explore long-term return trends to understand how your portfolio has grown over the years.

Connect your mero share account, and we'll automatically sync all your active portfolios. Your credentials are stored securely using encrypted methods—never in plain text—to ensure your data stays protected. If you'd prefer not to save your credentials, you can opt out; the only downside is that you'll need to re-enter them each time you want to sync your latest portfolio data.

Once synced, the tracker shows how each asset has performed over time and how it's currently reacting to live market conditions. You can also manually update or adjust your buying price to get an accurate breakdown of profit, loss, and overall return.

Dive deeper with clean visuals and detailed summaries that highlight your asset allocation, sector exposure, and top drivers of gains and losses. Whether you're evaluating individual holdings or checking the overall health of your portfolio, everything is designed to be clear, intuitive, and actionable.

Our goal is to make portfolio tracking effortless—so you can focus on making informed investment decisions instead of managing spreadsheets.