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Multi-Asset Portfolio Tracker App

Track US stocks, ETFs, options, US Treasuries, gold, and cash in one portfolio, with expenses in the same app. Real-time prices for supported US stocks.

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Multi-Asset Portfolio Tracker App. Capability illustrations. Sample data, not a live account.

Included today

Six asset types in one portfolio

US stocks, ETFs, options, US Treasuries, gold, and cash, with allocation by asset class.

Real-time US stock prices

Supported US stocks update from a live feed during market sessions. Option chains show bid/ask, IV, volume, open interest, and Greeks.

Expenses in the same account

Spending and cash balances are recorded next to holdings, so allocation is read against real cash flow.

Where records are stored

Records are stored through the 1cc.ai API in Supabase-backed cloud storage. Network transport is encrypted and access is tied to your signed-in account.

What a positions-only tracker leaves out

Most portfolio trackers stop at positions and market moves. They do not show the cash you hold outside the brokerage or the spending that cash covers. 1cc.ai keeps those records in the same account as your holdings.

A short summary of what changed.

Portfolio summary

What changed across holdings and net worth over the period, and the main drivers.

Concentration and drift

Flags when one holding or asset class has grown into a larger share of net worth.

Cash flow context

Portfolio changes are described next to spending and cash movements from the same period.

From everyday records to long-term plans.

Your investments, with market context.

Track stocks, ETFs, options, gold and US Treasuries. Explore stock and option screeners, strategy building and portfolio risk alongside your holdings.

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References

Track Expenses

A four-step expense tracking routine: record every transaction, categorize, review on a schedule, and read spending against cash and holdings.

References

Track Net Worth

How to track net worth so the total can be explained: list assets and liabilities, review cash flow in the same place, and compare periods. How 1cc.ai does it.

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Mint vs 1cc

Mint shut down on March 23, 2024. What Mint did, what 1cc.ai does now, and where each falls short: bank sync, portfolio tracking, exports, price.

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YNAB vs 1cc

YNAB is a budgeting method. 1cc.ai records spending, cash, and a multi-asset portfolio. Which fits depends on whether budgeting is the whole job or part of it.

Product

Download 1cc.ai free

Download 1cc.ai free and keep expenses, cash, and portfolio records in one finance app. Optional purchases or subscriptions may apply.

Frequently asked questions

What assets can I track in this portfolio tracker app?

US stocks, ETFs, options, US Treasury bonds, gold, and cash balances, plus expense records in the same account.

Is 1cc.ai a brokerage?

No. 1cc.ai is a tracking and review tool. It does not place trades, hold assets, or connect to brokerage accounts.

Do stock prices update in real time?

Supported US stocks update in real time during market sessions. Option chains load snapshots; supported contracts also receive live quotes and trades. Not every field is live. Availability and latency vary by instrument and provider.

Can I export my records from 1cc.ai?

Not currently. CSV and Excel export are not implemented in the current app.