Track multiple US stock portfolios
Monitor returns across distinct portfolios with categorized views, historical charts, cost basis, total gains, and daily changes.
US STOCKS PORTFOLIO TRACKER
Track your US stocks portfolio with clarity.
Monitor returns across multiple portfolios, visualize performance history, review asset allocation, and keep transaction data updated with faster Smart Import tools.
WHY STOCKSHELF
A clearer view of your US market investments.
StockShelf is built to help you understand current and historical portfolio performance with strong visualizations, categorization, and practical investor tools.
See your allocation and realized gains
Get a clearer picture of your asset allocation and review realized gains from sold positions with organized portfolio views.
Secure, privacy-focused, cross-device
Designed with secure cloud sync, strong authentication, and a privacy-focused experience across your devices.
SMART IMPORT
AI-powered import for text, screenshots, photos, and files.
Smart Import supports pasted text, typed text, screenshots, photos, PDFs, and other documents. It automatically parses complex transaction data so mass imports take less time.
- Paste transaction text directly from broker notes or statements.
- Support for typed text, screenshots, photos, PDFs, and CSV files.
- Review parsed rows before saving them into your portfolio history.
Paste Text
Type Text
Photo
CSV
AI-powered Smart Import
AAPL
BuyShares: 10
Total: $420.00
VTI
BuyShares: 5
Total: $692.50
MSFT
SellShares: 2
Total: $815.20
PORTFOLIO TOOLS
Track returns across multiple portfolios
Visualize historical performance, monitor cost basis, total gains, daily changes, and keep each portfolio organized with clearer context.
PORTFOLIO TOOLS
Rebalance to your target allocation
Set target weights, measure allocation drift, and calculate the rebalancing moves needed to stay aligned with your intended portfolio mix.
PORTFOLIO TOOLS
Track dividends, DRIPs, and market signals
Monitor dividend income growth over time, track DRIPs, and keep an eye on delayed market data and watchlist movement.
PRODUCT TOUR
See StockShelf in action
Browse the core investor workflows. Swipe on mobile, use arrow keys on desktop.
GET THE APP
Start tracking with StockShelf
Available on iOS and Android. Track, analyze, and optimize your US stock investments with the plan that fits your workflow.
Free: basic portfolio trackingBasic: ad-free, 2 portfolios, AI importsPremium: unlimited portfolios, unlimited AI imports