Track Portfolio Returns & Data
Track performance history, visualize returns with historical charts, and manage stock portfolios. Includes rebalancing tools and dividend tracking.
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
Extracted Transactions
AI recognized and extracted from your files
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.
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.
See It In Action
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.
- Coming soon to iOS and Android
- Secure authentication with Google Sign-In and Apple Sign-In
- Free to start. Powerful forever.
Start Tracking Your Portfolio Performance
StockShelf is coming soon to help you track, analyze, and optimize your investments.