Trakify is a free service to use.
Trakify organizes things the same way you do, logically. We do not ask for access to your brokerage accounts, therefore to begin you simply add the accounts you want to organize your investments in. Securities, such as stocks, mutual funds, and ETFs can be added to those accounts for tracking and reporting. The moment you add your first transaction, Trakify's QuickGlance gets straight to work for you with simple yet informative reporting.
Trakify's website is mobile-ready and email reporting is responsive for your smartphone. Alerts are delivered to your browser, your cell phone (via SMS), Twitter Direct Messages, and Email. Later this fall, we'll be adding Facebook Messenger.
Trakify's QuickGlance reports are simple. Trakify emails your entire report at frequencies you choose and each report includes your entire QuickGlance portfolio including after hours pricing (if applicable). They are great to receive first thing in the morning just before the market opens.
Trakify cares about your online privacy. We go out of our way to make sure your investment information is safe from advertisers, marketers, and third parties. Your ensure privacy comes at a cost though, we cannot log into your Fidelity or eTrade account to download the securities you own. In return, Trakify promises to never share your personal information (including your personal performances of your investment securities) with any third party organizations - including advertisers.
QuickGlance© gives you a single screen with every broker account and its latest performance for you in one page. It calculates gains and losses for every transaction tracked on your account and presents you with a "most recent" look at your performance portfolio wide.
While looking at a specific broker, Trakify will take the liberty of refreshing the prices for your automatically every now and then so you don't need to keep pressing refresh. It's kind of nice when the computer works for you, why not let Trakify become one of your personal assistants.
Trakify is programmed to enable quick navigating using nothing but your keyboard. d <enter> on any page will immediately take your to the QuickGlance© Dashboard. Almost every part of Trakify's web application has keyboard shortcuts so you don't need to use your mouse or trackpad. To see the available shortcuts, press ? on any page inside your account.
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