Planning
Saved milestones
Keep multiple portfolio-value goals attached to the same account.
Planning
Track milestones and required pace inside the portfolio itself
Goals are stored against the portfolio instead of being left in a spreadsheet or calculator tab. That means portfolio value, remaining distance, and required monthly pace all update in the same place as holdings, analytics, and broker activity.
portfolio goals trackerinvestment goal trackerwealth milestone trackerportfolio target calculator
Goal tracker
Milestones, target dates, and required pace stay in the portfolio
Goal progress moves with live portfolio value, so the gap and monthly pace stay current without a separate spreadsheet.
Active goals
3
1 reached so far
Next milestone
100k milestone
EUR 31,800 remaining
Monthly pace
EUR 820/mo
To reach Dec 31, 2027
100k milestone68.2%
Current value EUR 68,200 of EUR 100,000
Save goal
Goals sync through your account settings across devices.
Ready
Current value
EUR 68,200
Target date
Dec 31, 2027
Next milestoneDividend machineFinancial freedom
This uses the same goals tracker that lives inside each portfolio.
Highlights
The feature page stays focused on what this workflow changes in the product.
This is the capability-specific layer: enough detail to understand the workflow, without turning the page into another dense marketing wall.
Planning
Timeline-aware pacing
Target dates are converted into a monthly pace so the goal stays operational.
Planning
Live portfolio context
Progress moves with portfolio value, not with a stale manual tracker.
What you get
Multiple goals per portfolio
Target dates and required monthly pace
Progress bars, remaining gap, and milestone tracking
Works alongside live value, dividends, analytics, and imports
Why it matters
Investors rarely search for a generic "portfolio tracker" only once. They search for goal tracking, dividend income, broker sync, and app-like mobile access as separate needs. These feature pages explain how each workflow stays inside one tracker instead of breaking into another tool.
FAQ
The short answers for the search intent that brought the visitor here.
The feature guide keeps the capability angle tight while the homepage and feature index cover the broader product story.
Can I keep more than one investing goal?
Open
Yes. A portfolio can carry multiple milestones so you can track near-term and long-term targets together.
Does progress update automatically?
Open
Yes. Goal progress follows the current portfolio value, so gains, losses, and new activity are reflected automatically.
Use it live
Try the workflow in the product, then start with your own data.
The public feature pages explain the angle. The live demo and free sign-up show the actual product in motion.