PSVTRACKER
Track brokerage accounts, syndications, private equity, real estate and crypto in one place. XIRR, TVPI, DPI and cash-on-cash calculated for you. Free to start.
Overview
PSVTracker is a financial tracking tool designed to help investors manage complex, multi-asset portfolios by consolidating data from various sources into a single view. It offers automatic calculations of key performance metrics and visual insights from imported data.
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- TaglineTrack brokerage accounts, syndications, private equity, real estate and crypto in one place. XIRR, TVPI, DPI and cash-on-cash calculated for you. Free to start.
- Source not recordedDate not recordedSource link unavailable
- DescriptionTrack brokerage accounts, syndications, private equity, real estate and crypto in one place. XIRR, TVPI, DPI and cash-on-cash calculated for you. Free to start.
- Source not recordedDate not recordedSource link unavailable
- Starting price$25
- Source not recordedDate not recordedSource link unavailable
- Free planNot stated
- Source not recordedDate not recordedSource link unavailable
- Free trialNot stated
- Source not recordedDate not recordedSource link unavailable
- Pricing modelfreemium
- AI-inferredRecorded Source: psvtracker.com
- IntegrationsSquarespace
- Source not recordedDate not recordedSource link unavailable
- Plan: NewbieFree
- AI-inferredRecorded Source: psvtracker.com
- Plan: Tracker$20.75/mo
- AI-inferredRecorded Source: psvtracker.com
- Plan: Optimizer$49.92/mo
- AI-inferredRecorded Source: psvtracker.com
- SummaryPSVTracker is a financial tracking tool designed to help investors manage complex, multi-asset portfolios by consolidating data from various sources into a single view. It offer...
- AI-inferredRecorded Source link unavailable
Pricing
- Free forever
- Bank-level encryption in transit and at rest (AWS)
- Track unlimited investments, holdings, and transactions
- shared users
- 1
- ask psvt questions
- 60
- account connections
- unlimited
- Unlimited account connections
- 60 Ask PSVT questions a week
- Monthly portfolio summary email (coming soon)
- shared users
- unlimited
- ask psvt questions
- 100
- home vehicle value lookups
- unlimited
- Future projections & expected returns
- Tax estimate & adjusted net worth
- Unlimited home & vehicle value lookups
Who Is It For
Investors with diverse portfolios who seek a centralized platform for tracking performance across multiple asset classes, including brokerage accounts, private equity, real estate, and crypto.
Individuals or organizations looking for a comprehensive suite of financial services beyond investment tracking, or those who require extensive integrations with multiple platforms.
Strengths & Weaknesses
The ability to aggregate various investment types into one clear view, providing insights and performance metrics like XIRR, TVPI, and cash-on-cash returns.
Classification
Alternatives to PSVTRACKER
Community
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