Built for execution review — no signals, no advice
Turn trades into repeatable performance.
portik is a comprehensive portfolio tracker for traders and investors: track stock trades, manage mutual fund investments, capture context, and measure performance with clean, server‑side analytics.
Free until January 2027
Server-side analytics
No client-side P&L math
Import options
CSV + broker sync (read-only)
Multi-asset support
Stocks + Mutual Funds
Designed for speed
Fast review, clean UI
Trade capture that doesn't fight you
Add trades in seconds, edit mistakes, filter by symbol/side/date, and import in bulk.
- Trade CRUD + editing
- CSV import with duplicate detection
- Broker sync (read-only)
Mutual fund tracking with live NAV
Track your mutual fund investments with automatic NAV updates from MFapi.in. Search schemes, fetch historical NAVs, and monitor performance.
- Search & select schemes
- Automatic NAV updates
- Historical NAV lookup
- Investment performance tracking
A journal that connects context to execution
Keep strategy/emotion/notes tied to the trade so review is always grounded in why you took it.
- Edit/delete entries
- Filter by strategy/emotion/symbol
- Trade-linked entry display
Performance insights you can act on
Understand outcomes across time, strategies, and symbols—without turning the product into signals.
- Daily & weekly realized P&L
- Equity curve + streaks
- Breakdowns by symbol/strategy/emotion
- Mutual fund performance metrics
Unified portfolio dashboard
View all your investments in one place. Switch between trades and mutual funds with dedicated analytics for each asset type.
- Combined portfolio view
- Separate analytics for trades & MFs
- Real-time NAV updates
- Top performing schemes
Unrealized P&L: transparent mark logic
No market-data guesses. Default marks use last trade price; optionally provide your own marks for accuracy.
- Mark-to-last trade (default)
- Optional mark overrides via API
- No market predictions
How it works
01
Import or add trades
Bring in executions via CSV or broker sync. Edit anything.
02
Track mutual funds
Search schemes, add investments, and get automatic NAV updates.
03
Journal the context
Tag strategy/emotion and write notes while it's fresh.
04
Review the outcomes
Track realized/unrealized P&L and performance breakdowns.
No advice, no signals
We don't predict markets. This is performance analytics and journaling.
Secure by design
JWT auth. Broker tokens can be stored encrypted at rest (when enabled).
Built to extend
Modular FastAPI backend and clean UI. Postgres and more brokers can be added later.
Coming Soon
Stock Analyzer
Advanced stock analysis tools with technical indicators, screening capabilities, and comprehensive market insights. Analyze stocks, compare performance, and make informed investment decisions.
Technical IndicatorsStock ScreeningPerformance ComparisonMarket Insights