Total portfolio value graph over time
Daily snapshots and growth-history views show the whole portfolio path, not just isolated ticker charts.
Mutual fund tracker
A free mutual fund portfolio tracker with a total-value graph that keeps buys and sells straight.
If most of your money sits in mutual funds, you should not have to settle for a stock watchlist pretending to be a portfolio tracker. Voortly gives you one portfolio view for funds, ETFs, and stocks, plus sale-aware tracking and real portfolio history.
Free to useFunds + ETFs + stocksPortfolio value historySale-aware ledger
Why this fits the search
The product is built around a real ledger, not just a current-value snapshot.
That matters most on fund-heavy portfolios, where buys, top-ups, and partial sales need to stay coherent over time.
Mutual funds, ETFs, and stocks together
Fund-heavy portfolios are first-class citizens whether you enter them manually or import them from broker exports.
Free core tracking
The main tracker stays free so smaller portfolios are not forced into another monthly finance subscription.
Sale-aware transaction ledger
Partial sales reduce quantity and realized profit correctly instead of breaking the remaining holding history.
Why this works
Track retirement accounts and fund-heavy portfolios without falling back to a spreadsheet.
See current value, cost basis, all-time return, and portfolio value history in one place.
Import broker exports or build the position manually if you only need a lightweight tracker.
Keep mutual funds grouped sensibly inside holdings, allocation, and analytics views.
What makes it different
Simpler portfolio tools often behave like watchlists with notes. They can show a current account value, but they do not always keep a reliable ledger of buys, sells, dividends, and remaining shares.
Voortly is built around transactions, holdings, and snapshots. That keeps the mutual fund position you bought six months ago, the partial sale you made this week, and the total portfolio value graph connected.
FAQ
The practical questions fund investors usually ask first.
The short answers stay here. The broader product story lives on the homepage and feature pages.
Does Voortly support mutual funds directly?
Yes. Mutual funds are supported as their own asset type alongside ETFs, stocks, bonds, crypto, and cash positions.
Can I see the total value of my portfolio over time?
Yes. Voortly stores portfolio snapshots and reconstructs growth history so you can review the full portfolio value over time instead of only looking at individual fund charts.
How are sales handled?
Voortly uses a transaction ledger with cost-basis calculations. Selling part of a position updates the remaining quantity and realized P&L instead of making the whole holding disappear.
Is the tracker free?
Yes. The core portfolio tracker is free to use, including sign-up, manual tracking, and CSV-driven workflows.
Ready to track your funds?
Create an account and import a real portfolio instead of managing it by spreadsheet.
Use the live demo first if you want to inspect the product before you commit.