A monthly portfolio review in 60 seconds.
Paste your holdings. See what changed. Confirm you’re still on track. No dashboards, no noise — just the habit.
Three steps. Under a minute.
No setup, no broker connections. Just paste, compare, and decide.
One line per position: TICKER, Name, Value. Copy from any spreadsheet or type it in. Takes under a minute.
Instantly compare weight shifts against your last snapshot. Drifted positions are highlighted automatically.
Answer 3 quick questions. Record your decision. Move on with your month. Your history builds over time.
Built for the long game.
Every design decision prioritises the habit over the feature.
One intentional review per month. No obsessive checking, no noise — just consistent, intentional awareness.
See exactly which holdings shifted weight since your last snapshot. Drifts ≥3% are highlighted automatically.
Ask yourself: does this still match what I intended? The check-in forces the question every single month.
No broker connections. No API keys. No automatic syncing. You control the data, the cadence, and the pace.
One email per month links directly to your check-in. It arrives. You click. You review. Nothing more.
Everything you need. Nothing you don’t.
From snapshot to decision in three focused screens.
Not another finance app.
PortfolioCheckIn does one thing well: it keeps you honest with yourself, once a month.
Your brokerage shows real-time prices, P&L charts, and market alerts. PortfolioCheckIn shows drift, allocation weight, and whether your intent still matches your holdings — once a month, when it matters.
Most portfolio apps optimise for daily engagement. PortfolioCheckIn is designed for monthly discipline — one review, one decision, done. You close the tab and get on with your life.
A spreadsheet can track anything but asks nothing. The check-in asks you three specific questions every month, creating a structured decision record over time that you can actually look back on.
Start your first review today.
Takes 2 minutes to set up. You’ll know exactly where your portfolio stands and whether it still reflects your goals.
Get Started Free