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Track your true net worth across all wealth sources. Portfolio IRR calculations, income stream NPV, inflation adjustments, and tax optimization — professional-grade analytics in one unified dashboard.
Most people only track their investment portfolio. But your future earning potential — your job, rental properties, consulting income — represents real wealth too.
PortfolioPatrol gives you the complete picture: portfolio IRR for your investments, NPV calculations for income streams, and unified wealth tracking across everything you own.
Simple Balance: "I have $500K in stocks"
Misses your earning power and true returns
Total Wealth: "$1.2M net worth across all sources"
True financial picture with professional analytics
AAPL
3 lots
+18.4% IRR
$12,450 value
Professional-grade wealth management tools for individual investors
See exactly which purchases performed best. Track IRR for each lot individually, then view aggregate performance across your entire position.
Track premiums, see IRR impact under different scenarios (assigned vs expired), and optimize your options strategy with real data.
Connect your brokerage or start fresh — either way, you'll have IRR calculations immediately
Sign up in seconds. Completely free during beta — paid plans coming later.
Securely link your brokerage with one click, or manually enter positions. Add income streams like salary and rental properties.
See portfolio IRR, income NPV, inflation-adjusted returns, and total wealth across all sources in real-time.
You buy and hold quality companies. But after years of accumulating shares at different prices with reinvested dividends, do you know your actual return? PortfolioPatrol tells you.
You sell covered calls for income. But how much is that premium actually boosting your returns? And what's your IRR if the call gets assigned vs expires?
Track your complete financial picture with professional-grade analytics. Portfolio IRR, income NPV, and unified wealth management. Free during beta.
Get Started FreeMSFT
2 lots
+24.1% IRR
$8,920 value
NVDA
1 lot + covered call
+156.2% IRR
$15,200 value
"What if I sell at $X?" "What if I write a covered call?" See exactly how each decision affects your IRR before you make it.
Value your future earnings like a professional. Track salary, rental income, consulting, and more with NPV calculations that account for time and risk.
Track cash dividends and DRIP reinvestments. See exactly how dividend income contributes to your total return.
Toggle between nominal and real (inflation-adjusted) IRR. Know your true purchasing power gains, not just nominal dollars.
Connect Schwab, Fidelity, Vanguard, and other brokerages. Import holdings and transactions automatically with one click.
Organize by tax treatment — taxable, tax-deferred (401k/IRA), and tax-free (Roth). See after-tax IRR and optimize your asset location.
Organize by brokerage, account type, or strategy. See individual portfolio performance or aggregate across everything you own.