Audience
Individual investors and limited partners (LPs) who hold real estate syndications, private equity and venture funds alongside public brokerage accounts. Also family offices, RIAs and CPAs who report on these portfolios.
About PSVTracker
PSVTracker is portfolio tracking software for investors whose money is spread across public markets and private deals.
Most personal finance apps stop at brokerage and bank accounts. PSVTracker covers the rest: real estate syndications, private equity and venture funds, direct property, crypto, precious metals, homes, vehicles, cash and liabilities, tracked next to connected brokerage accounts.
It calculates XIRR, TVPI, DPI, RVPI, cash-on-cash, equity multiple and CAGR automatically, per investment and across the portfolio. It compares expected vs. actual performance against sponsor projections, tracks every capital event including contributions, distributions and return of capital, handles nested entities and partial ownership percentages, and marks K-1s received or pending.
Bank and brokerage connections run through Plaid. Data is encrypted in transit and at rest on AWS. Read-only sharing with a CPA, spouse or advisor.
Free plan available, no credit card required.
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Pricing
Starting Price:
$25/month
Pricing Details:
Newbie: Free forever. Unlimited investments, holdings and transactions, unlimited CSV and spreadsheet imports, 3 account connections, 30 Ask PSVT questions a week.
Tracker: $25/month or $249/year. Unlimited account connections, 60 Ask PSVT questions a week, 1 shared user.
Optimizer: $60/month or $599/year. Future projections, tax estimate and adjusted net worth, automatic monthly revaluations, unlimited home and vehicle value lookups, 100 Ask PSVT questions a week, unlimited shared users.
Annual billing saves 17%. Priced per account, not per user. New accounts get a 14-day free trial at Optimizer level, no credit card required.
Tracker: $25/month or $249/year. Unlimited account connections, 60 Ask PSVT questions a week, 1 shared user.
Optimizer: $60/month or $599/year. Future projections, tax estimate and adjusted net worth, automatic monthly revaluations, unlimited home and vehicle value lookups, 100 Ask PSVT questions a week, unlimited shared users.
Annual billing saves 17%. Priced per account, not per user. New accounts get a 14-day free trial at Optimizer level, no credit card required.
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
PSVTracker
Founded: 2023
United States
psvtracker.com
Videos and Screen Captures
Portfolio Page
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
PSVTracker Frequently Asked Questions
PSVTracker Product Features
Investment Management
Benchmarking
Supported
Bonds / Stocks
Supported
Commodities
Supported
Data Import / Export
Supported
For Investors & Traders
Supported
Performance Metrics
Supported
Portfolio Management
Supported
Accounting Management
Not Supported
Client Management
Not Supported
Compliance Reporting
Not Supported
For Investment Advisors
Not Supported
Fund Management
Not Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
Risk Management
Not Supported
