Stockshelf Logo
Stockshelf

Track Portfolio Returns & Data

Track performance history, visualize returns with historical charts, and manage stock portfolios. Includes rebalancing tools and dividend tracking.

Stockshelf Dashboard

Import trades. Like magic.

Stop manual entry. Our AI engine seamlessly supports screenshots, photos, PDFs, and other documents to import your transaction history instantly.

  • Import from screenshots, photos, PDFs, and documents
  • Automatically parse complex transaction data
  • Save time with smart mass import of transactions
CSV
Photo
PDF

Extracted Transactions

AI Parsed
AAPL
Shares:10.0
Total:$420.00
Type:Buy
Price:$42.00
Date:2018-01-15
VTI
Shares:5.0
Total:$692.50
Type:Buy
Price:$138.50
Date:2018-07-20
AAPL
Shares:5.0
Total:$225.00
Type:Sell
Price:$45.00
Date:2018-11-01

AI recognized and extracted from your files

Portfolio Returns Tracking Screen

Track Your Returns.

Visualize your portfolio returns with historical charts and data. Monitor cost basis, total gains, and daily changes to get a clear picture of your investment performance.

Smart Rebalancing Screen

Smart Rebalancing.

Don't just track. Act. Stockshelf calculates the exact trades needed to maintain your target allocation.

Watch Your Income Grow.

Comprehensive tracking for payouts, yield on cost, and reinvestment projections.

Dividend Tracking Screen

See It In Action

Asset Allocation Screen
Portfolio Detail Screen
Portfolio Rebalance Screen
Stock Detail Screen

Your comprehensive portfolio tracker.

StockShelf is designed to give you a clear sense of your investment performance—both now and historically. With powerful visualizations and categorization tools, you can easily monitor your returns across different portfolios.

Whether you are a long-term investor or just starting out, StockShelf provides the visualizations and data you need to understand your portfolio's performance.

  • iOS and Android
  • Secure authentication with Google Sign-In and Apple Sign-In
  • Free to start. Powerful forever.
Stockshelf App Illustration

Start Tracking Your Portfolio Performance

Download StockShelf today to track, analyze, and optimize your investments.

Free: Basic portfolio trackingBasic: Ad-free, 2 portfolios, AI importsPremium: Unlimited portfolios & AI imports

Stay updated with portfolio tips and new features

We respect your privacy and will never share your information.