An investment portfolio tracker for all your accounts
Sonar brings the stocks, ETFs, funds, coins and cash you hold across brokerages, exchanges and wallets into one portfolio, and shows what it's worth, how it has done and what moved it.
Updated October 27, 2026
An investment portfolio tracker answers three questions that no single brokerage app can: what do I own across every account, what is it worth right now, and how has it done once deposits and withdrawals are taken out. Sonar answers them for stocks, ETFs, funds, crypto and brokerage cash together, in one portfolio on the web, in nine languages and in the currency you think in.
What it tracks
- Stocks, ETFs and funds from US brokerage accounts, retirement accounts included when your institution connects through Plaid, or from any broker's CSV export.
- Crypto in self-custody wallets on more than 50 networks, read by public address, and on exchanges such as Coinbase and Kraken.
- Cash held in your brokerage and exchange accounts.
- Anything else you invest in that has a ticker, added by hand.
Sonar doesn't track bank accounts, real estate, vehicles or loans. If you want those in the same total, see how it compares with Kubera and Monarch.
How your accounts get in
| Source | How it connects | Plan |
|---|---|---|
| Crypto wallets | Public address or ENS name, nothing to sign | Every plan |
| US brokerage accounts and crypto exchanges | Plaid, read-only, signed in on the institution's own screens | Starter, Standard and Premium |
| Any broker, exchange or tracker | CSV upload or rows pasted from a spreadsheet | Every plan |
| Anything else | Added by hand | Every plan |
Connected accounts sync on their own: daily on Free, every 6 hours on paid plans. The full list of networks and institutions is on the integrations page.
The numbers that matter
Net worth and history
One total across every account, recorded every day, with the change over the last hour, day, week, month, year or all time. See the net worth tracker page for how the figure is built.
Returns that ignore your deposits
Performance is time-weighted, so adding money doesn't count as a gain and taking it out doesn't count as a loss. Put your line next to the S&P 500 and Bitcoin on the same chart. The portfolio return guide explains the difference between time-weighted and money-weighted returns.
Profit, loss and cost basis
Every holding shows its value, profit or loss and weight. Cost basis comes from your transactions, whether they were synced, imported or typed in. More in what cost basis is.
Allocation
See how your money splits by holding, by account and by class: stocks, funds, crypto and cash. Click an account to see only what it holds.
Context on every holding
On Starter, every stock and coin you hold shows its social data: mentions, engagement, sentiment, social dominance, top creators and a week of news. On Standard, coins also show onchain activity, and AI alerts tell you when something unusual happens to anything you hold. It all covers only assets you hold, so it stays about your money. Sonar describes what's happening; it never tells you to buy, sell or hold.
Your portfolio in Claude and ChatGPT
Sonar's MCP connector lets Claude, ChatGPT or Cursor read your portfolio when you ask, read-only:
Which of my accounts did best this month, and why?
How much of my portfolio is in my five largest holdings?
The same data is available through a REST API and a command-line tool. See the AI portfolio tracker.
Read-only from end to end
Wallets are read by public address. Brokerages and exchanges connect through Plaid for investment data only; your login for them never reaches Sonar, and Sonar never asks for exchange API keys. Nothing Sonar holds can place a trade or move money. The security page has the details.
Pricing in brief
- Free: up to 10 holdings, live prices, performance and allocation, manual entry, CSV import and one connected wallet.
- Starter, $7 a month: 30 holdings, three connected accounts, brokerages and exchanges, social data and custom alerts.
- Standard, $11 a month: up to 100 holdings, five connected accounts, AI alerts, onchain data and your portfolio in AI tools.
- Premium, $20 a month: unlimited holdings, ten connected accounts and three separate portfolios.
Yearly billing and API credits are on the pricing page. Not sure yet? Open the sample portfolio, no sign-up needed.
FAQ
What is an investment portfolio tracker?
An app that collects the investments you hold across accounts into one list, values them at current prices and measures how they've done. Unlike a brokerage app, it covers every account you have, not only one institution's.
Is there an app for iPhone and Android?
Sonar runs in any browser today, on phones too. Apps for iPhone, iPad, Mac and Android are coming, and your account carries over.
Can it track crypto and stocks together?
Yes, in one portfolio with one net worth and one performance line. See the crypto and stock portfolio tracker.
Does Sonar give financial advice?
No. It reports what you own and what's happening to it. Decisions stay yours.
Related pages
- Crypto and stock portfolio tracker in one placeTrack crypto and stocks together. Wallets, crypto exchanges, US brokerages and CSV imports in one portfolio, with net worth, P&L and allocation by class.
- Net worth tracker for stocks, ETFs and cryptoA net worth tracker for your investments. Stocks, ETFs, funds, crypto and brokerage cash in one total, recorded daily, shown in your own currency.
- How to calculate your portfolio return (TWR vs MWR)Simple, time-weighted and money-weighted returns explained with worked examples, so deposits and withdrawals stop distorting how your portfolio did.
- Portfolio tracker comparison: 12 apps side by sideCompare portfolio trackers for stocks and crypto: Kubera, Delta, Sharesight, getquin, Empower, Monarch, CoinStats, Snowball and more, with sourced facts.
- Supported blockchains, brokerages and exchangesEvery network, institution and asset you can bring into one portfolio, listed A to Z.