AI-Powered Portfolio Intelligence
WATCH YOUR
WEALTH
FROM ABOVE
Real-Time Portfolio Tracker & AI Investment Analysis
PortfolioEagle is the portfolio monitor and investment tracker built for investors who demand real-time clarity. Sync every brokerage, track every dividend, analyze every position — powered by AI.
AAPL 213.44 +1.2%
SPY 548.21 +0.8%
QQQ 461.83 +1.1%
NVDA 875.40 −0.4%
GLD 231.15 +0.3%
AVUS 102.44 +0.6%
SOXX 218.80 −0.9%
MGK 289.12 +1.4%
VXUS 61.88 +0.2%
USO 72.33 −0.5%
AAPL 213.44 +1.2%
SPY 548.21 +0.8%
QQQ 461.83 +1.1%
NVDA 875.40 −0.4%
GLD 231.15 +0.3%
AVUS 102.44 +0.6%
SOXX 218.80 −0.9%
MGK 289.12 +1.4%
VXUS 61.88 +0.2%
USO 72.33 −0.5%
Everything you need
Investment portfolio monitor
built for every investor
Whether your portfolio is valued at $1,200 or $1.2 million, every dollar deserves to be watched with the same real-time clarity. Every tool you need to track, analyze, and understand your investments — from pre-market quotes to annual dividend projections — all in one dashboard.
Real-time portfolio dashboard — live quotes, AI briefings, sector performance, and market pulse
Real-Time Portfolio Tracking
Live quotes updating every 60 seconds across all your holdings. See Total Portfolio Value, Day Change, and Unrealized Gains at a glance. Pre-market and after-hours data included. Compare your performance directly against SPY and QQQ market benchmarks.
Brokerage Sync
Connect Schwab, E*Trade, Wealthfront and more via secure OAuth. Your positions automatically imported and tracked in real time.
Portfolio Exposure X-Ray
See exactly what your portfolio is truly exposed to beneath the surface. X-Ray breaks down every holding into its underlying positions, revealing concentration, geographic exposure, and factor tilts you may not realize you have.
View Allocations
Detailed allocation breakdowns across every dimension of your portfolio — By Asset Class, By Sector, By Account, and By Individual Holding. Switch instantly between dollar amount and percentage views to understand exactly where your capital is deployed.
Saved Analysis History
Every AI analysis is automatically saved to your personal history — the last 50 analyses stored and fully printable. Review past briefings, revisit earlier insights, and track how your portfolio narrative has evolved over time.
Dividend Tracker
Annual dividend projections for every holding. Track ex-dates, payment schedules, and income forecasts across your entire portfolio.
ETF Screener
Screen 500+ ETFs by EMA signals, sector exposure, and performance. Find the right funds without leaving your dashboard.
Portfolio Overlap Analysis
Visualize hidden concentration risk across ETF holdings. Know exactly what you actually own beneath the ticker symbols.
Sector Performance
Live sector breakdowns showing where your money is working hardest. Toggle between dollar amount and percentage views. Compare against benchmarks with one-click charting.
Market Pulse
VIX, 10-Year Yield, Gold, Oil, and US Dollar tracked live in your dashboard footer. Never miss a macro shift.
Charting
Intraday charts with 2-minute bars and full pre-market visibility. Choose from 1D, 5D, 30D, 90D, and 6M timeframes. Multi-symbol compare mode with normalized return overlays lets you see exactly how your positions stack up.
Advanced Retirement Drawdown Calculator
Plan your retirement income with real numbers from your actual portfolio. Input Social Security, other monthly income, portfolio draw amount, and draw start age. Set pre- and post-retirement growth rates, inflation, and target depletion age. Instantly see your max safe monthly draw, projected depletion age, and total lifetime withdrawals. Run 500 Monte Carlo simulations to stress-test your plan across best, median, and worst-case market scenarios.
Eagle Watch · AI Analysis
Three AI engines.
Every angle covered.
PortfolioEagle is the only portfolio monitor that runs your investments through three independent AI engines simultaneously — Claude, Grok, and GPT-4o — each delivering its own perspective so you never rely on a single point of view.
The AI engines
Claude (Anthropic)
Deep portfolio analysis & pattern recognition
Grok (xAI)
Real-time market context & sentiment
GPT-4o (OpenAI)
Macroeconomic insight & risk assessment
Portfolio Digest · 10:45 AM ET
▲ AVUS +1.2% outperforming broad market
on above-average volume. EMA50 support holding.
▼ SOXX −0.9% semiconductor weakness
ahead of earnings cycle. Watch $210 support.
Macro: 10Y yield at 4.32%, dollar
strengthening. Defensive tilt warranted.
→ Dig Deeper: What does yield curve
inversion mean for your holdings?
▲ AVUS +1.2% outperforming broad market
on above-average volume. EMA50 support holding.
▼ SOXX −0.9% semiconductor weakness
ahead of earnings cycle. Watch $210 support.
Macro: 10Y yield at 4.32%, dollar
strengthening. Defensive tilt warranted.
→ Dig Deeper: What does yield curve
inversion mean for your holdings?
Full Portfolio Analysis
Run all three AI engines across your entire portfolio simultaneously. Get independent assessments of your overall risk, sector balance, benchmark performance, and macro positioning — delivered in a unified briefing with each engine's perspective clearly labeled.
Single Position Analysis
Drill into any individual holding for a focused deep-dive. Select a symbol and all three AI engines analyze that position's technicals, fundamentals, sector context, and fit within your broader portfolio — giving you three independent reads on one position.
Portfolio Rebalancing
Ask the AI to evaluate your current allocation and recommend rebalancing opportunities. Each engine applies its own methodology — technical signals, macro factors, and risk-adjusted returns — to suggest where you may be overweight, underweight, or out of alignment with your goals.
Personal Context & Free-Form Questions
Add your own context — investment goals, risk tolerance, time horizon, or anything else — and ask any question in plain English. Full free-form text input means you get answers tailored to your specific situation, not generic advice. Every question and answer is saved automatically to your Analysis History.
Simple setup
Your portfolio tracker
live in minutes
PortfolioEagle connects to your existing brokerages via secure OAuth. No manual data entry, no spreadsheets — just your real portfolio tracked in real time.
Connect your brokerages
Securely link Schwab, E*Trade, Wealthfront and more via OAuth. Your positions are imported automatically.
Your dashboard goes live
Real-time quotes, sector performance, pre-market data, and AI analysis begin immediately. No configuration needed.
Eagle Watch monitors
AI briefings fire at :15 and :45 every trading hour. End-of-day recaps summarize what mattered.
Dig deeper anytime
Drill into ETF overlap, screen 500+ ETFs, chart any symbol, or ask the AI to analyze any position.
Brokerage sync
Multi-account portfolio dashboard.
Every brokerage, one view.
PortfolioEagle supports secure OAuth sync with 20+ brokerages you already use — including tax-advantaged accounts like Solo 401(k) and Roth IRA. Don't see yours? Manual entry is supported for every account type.
Charles Schwab
Fidelity
E*Trade
TD Ameritrade
Robinhood
Wealthfront
Betterment
Vanguard
Interactive Brokers
Merrill Edge
Ally Invest
Tastytrade
Webull
Moomoo
Coinbase
Solo 401(k)
Roth IRA
Taxable Accounts
+ 15 more →
Got questions?
Frequently asked
questions
PortfolioEagle is an AI-powered portfolio monitoring and investment tracking platform. It provides real-time quotes, brokerage sync, dividend tracking, ETF screening, sector performance analysis, and AI-generated market briefings — all in one dashboard.
PortfolioEagle supports secure OAuth sync with 20+ brokerages: Charles Schwab, Fidelity, E*Trade, TD Ameritrade, Robinhood, Wealthfront, Betterment, Vanguard, Interactive Brokers, Merrill Edge, Ally Invest, Tastytrade, Webull, Moomoo, Firstrade, Tradier, Alpaca, Questrade, Coinbase, Gemini, Kraken, Binance.US, Public, and SoFi Invest — including tax-advantaged accounts like Solo 401(k) and Roth IRA. If your brokerage isn't listed, PortfolioEagle supports manual entry of your holdings so every investor can track their full portfolio.
PortfolioEagle runs your portfolio through three independent AI engines simultaneously: Claude (Anthropic) for deep portfolio analysis, Grok (xAI) for real-time market sentiment, and GPT-4o (OpenAI) for macroeconomic risk assessment. Eagle Watch delivers automated briefings twice per hour during trading hours plus an end-of-day recap.
Yes. PortfolioEagle displays pre-market and after-hours quotes for all holdings with prices updating every 60 seconds. The intraday chart includes pre-market bars so you can see the full picture before the opening bell.
PortfolioEagle includes an ETF screener covering 500+ funds. Filter by EMA signals (EMA20/50/200), sector exposure, and performance metrics — all built directly into the dashboard without leaving your portfolio view.
Yes. The dividend tracker calculates annual dividend projections for every holding, including ex-dividend dates, estimated payment schedules, and total projected income across all accounts.
Overlap analysis reveals the underlying holdings shared across your ETFs so you can identify hidden concentration risk. If multiple ETFs all hold a large position in the same stock, PortfolioEagle surfaces that duplication so you understand what you actually own beneath the ticker symbols.
PortfolioEagle is currently in early access. A free tier with core portfolio tracking and a Pro tier with full AI analysis, unlimited brokerage sync, and ETF screening are planned. Visit portfolioeagle.ai to get started.
Ready to monitor smarter?
The AI portfolio tracker
that watches for you
Join investors using PortfolioEagle to track every position, every dividend, and every market move — in real time, with AI.