Automate your wealth tracking. No bank logins. No Spreadsheets.
📊 GoPortfolio helps investors replace fragmented spreadsheets and disconnected broker accounts with a single, unified view of their investments.
Instead of manually updating Excel sheets or relying on unstable bank integrations, simply upload your broker statements and let GoPortfolio do the heavy lifting.
🤖 AI-powered broker statement imports (PDF, CSV, Excel)
📈 Live portfolio tracking and performance analytics
💰 Investment, savings, and ROI insights
🛡️ Portfolio risk metrics and allocation analysis
🏖️ Retirement planning and withdrawal simulations
📉 Inflation-adjusted future portfolio projections
🔍 Stock screener, watchlists, and market data
Whether you're a long-term investor, ETF enthusiast, active trader, or someone planning