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AI portfolio tracker

Everything you own, explained by AI.

Stocks, ETFs, options and crypto in one portfolio, with one Instaport Rating for the whole portfolio, a rating on every holding, and AI that tells you what it all means for you.

  • One Instaport Rating for your whole portfolio
  • Stocks, ETFs, options and crypto
  • Read-only brokerage connections
  • Ask ChatGPT or Claude about it

No credit card30 days of Pro free

One Instaport Rating for your whole portfolio.

Your whole portfolio, one rating

Every company you own, including the ones inside your funds and behind your options, weighted by how much of it you really hold and rolled into one Instaport Rating, on the same scale as a single stock.

See what moves it

One click shows which holdings pull your rating up and which hold it back, so you know where to look first.

A rating on every holding

Each stock and fund you own gets its own Instaport Rating too, bringing analysts, insiders, top funds, Congress, social trends and the numbers together, with AI explaining why.

Never be the last to know

One Instaport Rating tells you how your whole portfolio looks right now, and you get an alert the moment Congress, a top fund or an insider trades a stock you own.

Hours and days of research in minutes

Congress, top fund managers, insiders, analysts and social media, on every stock you own, in one glance. No more checking five websites.

Invest with confidence

AI explains what each move means for your portfolio in plain English, so you know what you own and why.

Your portfolio in three steps.

  1. Create your free account

    It takes a minute. No credit card.

  2. Add what you own

    Connect your brokerage or exchange read-only, or type in your positions.

  3. See what matters

    Your portfolio gets one Instaport Rating, every holding gets its own, and AI explains what changed.

Get my free insights

No credit card30 days of Pro free

What your portfolio shows you.

Every investment in one view

Stocks, ETFs, funds, options and crypto from all your accounts, together, so you see your real exposure instead of five separate apps.

Smart money on the stocks you own

See when members of Congress, top fund managers and company insiders buy or sell what you hold, matched to your portfolio.

Earnings, the economy and your stocks

Upcoming earnings with the move the options market expects, a pre-market brief on your holdings each market day, and how the economy and the Fed affect each position.

Ask your own AI about it

Connect ChatGPT, Claude or another assistant to your Instaport portfolio and ask in your own words. Answers come from your actual holdings.

Read-only and private

Connections can read your positions but can never trade or move money. Your portfolio is visible only to you unless you choose to share it.

An AI portfolio tracker, explained.

What is an AI portfolio tracker?

A portfolio tracker shows everything you own in one place. An AI portfolio tracker also reads the news, filings and signals behind each holding and explains in plain English what they mean for your portfolio.

What Instaport adds

Instaport starts from what you own. It rates every holding, rolls them into one Instaport Rating for your whole portfolio, and alerts you when Congress, a top fund or an insider moves on a stock you own.

How it stays safe

Brokerage and exchange connections are read-only. Instaport never sees your brokerage password, can never place a trade, and you can disconnect any account at any time.

Questions people ask about the Instaport portfolio.

Is it really free?

Yes. Your free account stays free, and no card is required. Sign up today and you also get 30 days of Pro. After 30 days you stay on Free unless you choose Pro.

Do I need to connect an account?

No. You can always enter your positions manually instead of connecting to a brokerage or exchange. Connecting, so your positions update automatically, is part of Pro.

Which brokerages and exchanges are supported?

More than 30. The list can change, so the connection screen shows the current one before you link an account.

Are brokerage and crypto exchange connections read-only?

Yes. Instaport can read your positions so it can organize and analyze them. It can never place trades, move money or change anything at your bank or broker.

How does AI portfolio intelligence work?

With Pro, Instaport’s AI uses what you own alongside its research and data. Ask about a holding, an opportunity, your exposure or a risk, and the answer is tied to your actual portfolio.

What is the daily pre-market brief?

Every morning before the market opens, a summary of what changed across your holdings and watchlist, with the risks called out. It’s included with Pro.

Can I connect ChatGPT, Claude or another AI assistant to my Instaport portfolio?

Yes, with Pro. In ChatGPT, find Instaport in the plugin directory, select Install plugin, then connect your Instaport account. The ChatGPT plugin is available in the United States. In Claude, find Instaport in the connector directory and click Connect. In Grok and other compatible assistants, add mcp.instaport.ai/mcp as a custom connector. The Muse connector is under review. You sign in to Instaport, choose what your assistant can see, and approve. You can disconnect any time from Settings.

Power your portfolio with AI.

Know what’s moving your investments in minutes, so you can invest better.

Get my free insights

No credit card30 days of Pro free

Information and analytics, not investment advice.