Portfolio Tracker: Your winning move in portfolio management.

Whether you're building bespoke portfolios or harnessing an MPS, every strategic decision is a calculated move on the board.

Fintegrate’s Portfolio Tracker helps you demonstrate the impact of those decisions, delivering visually stunning reports and charts that showcase your value to clients. 

Here’s how Portfolio Tracker can elevate your service: 

• Strategic adjustments – Highlight every portfolio decision, whether bespoke or MPS-based, and visually show how it aligns with your clients’ goals 

• Seamless history import – Effortlessly bring in past data to offer a complete performance view, helping you plan and adjust with precision. 

• Benchmarking clarity – Compare your bespoke models, MPS, or even your client's existing portfolios. 

• Compelling Report: Generate white-labelled, jargon-free reports that your clients will love. 

Portfolio Tracker equips you with the insights and visual tools you need to stay ahead of the game. Available in both the Investment Analyser and Your Investment Section, it allows you to effortlessly compare portfolio history or conduct full client reviews. You can now incorporate historical portfolio rebalances or switches to provide a true representation of performance. 

We’ve made it easier than ever to bring in past data for comprehensive performance reviews. With our CSV Bulk Upload, you can upload ISIN codes, percentage weightings, and rebalance dates—eliminating the need to recreate portfolios from scratch and saving you valuable time. 

For instance, when comparing two custom portfolios, simply upload your portfolio using a CSV file, clone it, and demonstrate live the impact of a rebalance or switch on the new portfolio—or the consequences of taking no action. 

If you don't have a CSV file, our Bulk Import option allows you to import as many funds as needed using ISIN codes. No need to manually enter weightings—our Allocation Equaliser does it for you. For example, if your portfolio contains four funds, each will automatically be weighted at 25%. 

Adding or removing funds or portfolios is quick and easy with our fast add and delete options. 

To help you deliver top-tier service to your clients, Fintegrate has consolidated all key research inputs—such as charges, performance, risk, asset allocation, and ratios—into clear, jargon-free reports. 

If you would like to find out more about our Portfolio Tracker, or if you have any question or suggestions, please do not hesitate to contact us on support@fintegrate.co.uk. Alternatively, you can download our guide here.