Track multiple asset classes in one place
Review stocks, ETFs, bonds, gold, and cash without splitting your portfolio across separate dashboards.
Tracker · portfolio tracker app
Multi-Asset Portfolio Tracker App
Use a multi-asset portfolio tracker for stocks, ETFs, bonds, gold, cash, and expenses in one privacy-first finance app.
What you can track
Keep allocation tied to real household finances
Understand portfolio changes next to expenses, cash balances, and recurring commitments instead of looking only at market screens.
Use one review workflow for the whole picture
Move from position review to cash flow review without reconciling multiple disconnected tools.
Keep the ledger under your control
The site describes local encrypted storage with optional sync through personal cloud storage rather than a central company vault.
A portfolio tracker that does not hide the rest of your finances
Many portfolio tracker apps are optimized for positions and market moves only. A more practical review tool should also show how holdings fit with cash flow, liquidity, and day-to-day money management. That broader view is the main difference here.
What AI can help review here
Summarize what changed across the portfolio
Generate a readable recap of asset moves, allocation changes, and the main drivers behind a review period.
Highlight concentration and drift
Point out when one holding or one asset class has become a larger share of overall net worth.
Connect holdings with cash flow context
Keep portfolio review grounded in the rest of the household balance sheet rather than treating investments in isolation.
Common questions
What assets can I track in this portfolio tracker app?
The public site describes a multi-asset portfolio tracker with support for stocks, ETFs, bonds, gold, cash balances, and spending records in one product.
Is 1cc.ai a brokerage or execution platform?
No. It is positioned as a tracking and review tool rather than a broker, exchange, or custody platform.
Why combine a portfolio tracker with expense records?
Because holdings, liquidity, and spending decisions affect one another. A combined view makes portfolio review more realistic.