Track your portfolio with context, not just balances
Vexton consolidates equities, ETFs, mutual funds, bonds, options, crypto, and cash into one investor dashboard with portfolio analytics, benchmark comparison, risk metrics, and thesis context for every position.
Most net worth tools stop at balances
They show totals, maybe returns, but not how concentrated your portfolio is, how you compare to a benchmark, what risks are building, or why you own each position. Serious investors need a single view of wealth and a deeper view of the portfolio.
One portfolio view with net worth, risk, and benchmark context
- Consolidate equities, ETFs, mutual funds, bonds, options, crypto, and cash across connected accounts and imported statements in one dashboard
- Analyze portfolio performance with drawdowns, volatility, Sharpe, Sortino, concentration, allocation, and dividend-income visibility
- Compare your holdings and portfolio against benchmarks with relative performance, alpha, beta, correlation, and tracking error context
- Keep the thesis attached to each position so performance, risk, and benchmark data stay tied to the reason you own it
Built for portfolio analysis, not just net worth snapshots
Vexton combines wealth visibility with investor-grade portfolio intelligence, so you can see what you own, how it is performing, and where the risk is building.
Consolidation
- Bring together connected accounts, imported files, and manually added positions in one place
- Track holdings across equities, ETFs, mutual funds, bonds, options, crypto, and cash
- See portfolio-level and account-level views without splitting your workflow across multiple tools
Global market coverage
- Support broad global market coverage across 60+ exchanges
- Track more than 150,000 tickers across major public-market asset categories
- Use 30+ years of historical market data for deeper portfolio context and evaluation
Risk and performance analytics
- Evaluate drawdowns, volatility, Sharpe, Sortino, Calmar, value at risk, and concentration
- Review asset allocation, sector exposure, top holdings, and correlation across the portfolio
- Estimate dividend income and monitor how portfolio structure changes over time
Benchmark and thesis context
- Compare holdings and portfolio performance against relevant benchmarks
- See alpha, beta, correlation, and tracking error alongside portfolio performance
- Keep the investment thesis tied to each position so analytics stay connected to decision quality
How It Works
Consolidate your holdings
Connect brokerage accounts or import statements and spreadsheets to bring equities, funds, bonds, options, crypto, and cash into one portfolio view.
Analyze performance and risk
Review returns, drawdowns, volatility, allocation, concentration, and dividend-income visibility with portfolio-level analytics built for investors.
Track benchmarks and thesis context
See how each position and the portfolio compare to benchmarks, and keep the thesis attached to every holding so performance stays tied to your original reasoning.
Frequently Asked Questions
What does Vexton track on the portfolio page?
Vexton tracks holdings across equities, ETFs, mutual funds, bonds, options, crypto, and cash, then combines them into one portfolio and net worth view with allocation, performance, benchmark, and thesis context.
What portfolio analytics does Vexton provide?
Vexton provides portfolio performance evaluation, benchmark comparison, drawdown analysis, volatility, Sharpe, Sortino, Calmar, value at risk, correlation, concentration, sector allocation, asset allocation, and dividend-income visibility.
How is Vexton different from a basic net worth tracker?
A basic net worth tracker shows balances and maybe returns. Vexton adds portfolio analytics, benchmark comparison, risk evaluation, and thesis-linked context for every position, so you can assess both wealth and decision quality in one workflow.
What assets and markets can Vexton track?
Vexton supports equities, ETFs, mutual funds, bonds, options, crypto, and cash, with broad global market-data coverage across 60+ exchanges, more than 150,000 tickers, and 30+ years of historical market data.
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