Portfolio Tracker for Long-Term Investors
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.
Understand the investments you track
This view covers your tracked investment accounts. Your full net worth also includes other assets and liabilities, such as property and mortgages.
One portfolio view with holdings, risk, and benchmark context
- Bring holdings from connected brokerage accounts into one portfolio view.
- 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 holdings from connected brokerage accounts into one portfolio view.
- 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
See what sits behind your portfolio total
Illustrative example with fictional data, not a live product result.
Connected accounts
Account A: $60,000. Account B: $40,000. Total tracked investments: $100,000.
One holding across accounts
Harbor Software: $20,000 in A and $10,000 in B. Together, that is 30% of the tracked portfolio.
Review the exposure
Open the holding and revisit its investment thesis with that combined exposure in view.
Frequently Asked Questions
What does Vexton track on the portfolio page?
Vexton shows tracked investments with allocation, performance, benchmark, and thesis context. This is not a complete household balance sheet of all assets and liabilities.
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?
Vexton shows tracked investments with allocation, performance, benchmark, and thesis context. This is not a complete household balance sheet of all assets and liabilities.
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.
See your investments in one place
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