--- title: "Portfolio tracking on web & mobile" description: "Track portfolio performance, compare your allocation with your plan and explore ETF look-through. Investboard's web and mobile platform has AI built in." canonical: "https://investboard.com/product/platform" language: "en" modified: "2026-10-17" author: "Investboard" --- # Your portfolio moves. Keep your plan in view. Track performance, understand what you own and see how your portfolio follows your plan. On web and mobile, with AI built in. ## See what your money is doing. Bring your accounts into one portfolio view. Separate investment performance from money you add or withdraw, and compare the result with a benchmark. - Portfolio value and investment performance - Time-weighted and money-weighted returns - A benchmark alongside your own history ## Know whether you are still on course. Your goals, allocation ranges and investing rules remain beside the portfolio they govern. See how today's allocation compares with the plan you chose, on your desk or on your phone. - Your actual allocation against your own ranges - Your mandate, goals and review rules - A native mobile app for the view on the go ## Go beneath the fund names. Understand the equity companies inside your funds, where positions overlap and which exposures dominate. Read historical correlations with their time period and data coverage. - Equity fund look-through and concentration - Diversification, countries, sectors and currencies - Historical correlations and visible data gaps ## Ask a question about the portfolio in front of you. Move from a portfolio view to a question. The built-in assistant can explain available data and help you examine it against your own rules. Keep the evidence, dates and missing coverage in view as you read. - Ask about holdings, allocation and supported analytics - Compare an idea with your investing rules - Keep interpretation separate from measured facts ## Keep the reasons beside the results. Research investments, record your thesis and return to it when new evidence arrives. Your decisions and later reviews give you a record of what you knew and why you chose to act. - Stock and ETF research in portfolio context - Investment theses and your stated decisions - Later reviews that preserve the original reasoning ![Look-through and portfolio analysis reveal what sits behind your holdings.](https://investboard.com/landing-scene/desktop-analysis-en.webp) Web app · Example portfolio for Mara Heller Illustrative conversation, demo data: Microsoft, 8.7% held directly and 11.5% including equity funds, as shares of the equity allocation. Not a live assistant response. ![Plan alignment, built-in AI and your portfolio performance against its benchmark, together on Home.](https://investboard.com/landing-scene/desktop-home-performance-en-20261016.webp) Web app · Example portfolio for Mara Heller · Home, Performance · October 2026 ![Your signed plan, rules and goals in the native Investboard app.](https://investboard.com/landing-scene/phone-strategy-dark-en-20261016.webp) Native iPhone app · Separate example portfolio for Mara Lindqvist ![Your goals and limits become the measure for understanding your portfolio.](https://investboard.com/landing-scene/desktop-strategy-en.webp) Web app · Example portfolio for Mara Heller ### Company research Apple Inc. · AAPL · NASDAQ ![Apple income statement from the Investboard research demo, with annual revenue, profit and earnings per share in USD.](https://investboard.com/landing-scene/research-financials-en.png) Research demo · Apple Inc. · Illustrative annual statements in USD · Fiscal years 2021–2025 ## Premium The platform. Your own AI. One subscription. Use Investboard on web and mobile. Your Premium subscription also includes the AI Toolkit for work in your own compatible assistant. - Web and native mobile platform - Built-in AI and portfolio intelligence - investing.md, MCP and four investing skills External assistants require your authorization and may have separate provider requirements. [See the separate portfolio report](/portfolio-report) [Portfolio Intelligence](/product/analysis): Look-through, diversification and correlations [Research](/product/research): Examine an investment in portfolio context [Investment Strategy](/product/strategy): Your goals, allocation ranges and rules [Investment Journal](/product/behavior): Theses, decisions and later reviews [Built-in AI and insights](/product/insights) [investing.md](/investing-md) [MCP](/product/mcp) [AI setup guide](/knowledge/ai-investing-guide) [Premium](/pricing) ### Can I explore the platform without importing my portfolio? Yes. Use the public demo with its example portfolio. Your own account follows the product's setup journey, including your investment plan and data import. ### Does Premium also include the AI toolkit? Yes. The platform and toolkit belong to the same Premium subscription. External assistants require a compatible client and the permissions you authorize. Your assistant provider may have separate requirements. ### Can I get an assessment without ongoing tracking? Yes. The standalone portfolio report is available separately from your broker CSVs, without an Investboard account or ongoing portfolio storage.