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Shared portfolio tracking

We believe wealth should be built together.

Team Up Tracker is a shared book for people investing as a group — crypto, stocks, metals and cash in one place, priced live, with every member’s contribution and every position visible to everyone who holds a stake in it.

No password. Enter your email, get a six-digit code, start a team.

What we believe

Wealth should be built together.

Most investing tools assume one person, one account, one view. But money moves through households, friendships and small groups long before it reaches a fund. A shared book means a group can pool capital and still see, precisely, who put in what and what it became.

Attention is the finite resource.

Not capital, not information — attention. Nobody has the hours to independently research every asset they hold. A group that shares one set of numbers spreads that cost across its members, and everybody ends up better informed than they would have been alone.

Investing should be for everyone.

The tooling gap is real: institutions get consolidated reporting, everyone else gets a spreadsheet that quietly drifts out of date. Small groups deserve the same clarity about what they own, without a minimum, a gatekeeper, or a sales call.

DAOPUNKS “Shadowy Super Coder #201”, the artwork this app’s identity is drawn from

Own the tools you rely on

The thinking here owes a lot to the DAOpunk ethos — the idea that the people using a system should be the ones shaping it, that coordination beats hierarchy, and that better tools are how a group escapes depending on someone else’s terms. We’re not a DAO and we’re not affiliated with BanklessDAO, but the argument stuck with us and it runs through how this thing is built — right down to the face at the top of this page.

Read “What Makes a DAOpunk?” on BanklessDAO →

What it does

Everything a small group needs to run a pooled portfolio honestly — and nothing that assumes you have a compliance department.

One portfolio, every asset class

Crypto, stocks, precious metals and cash tracked side by side, priced from live market data with a cache and sanity checks so a bad tick never rewrites your history.

Members and balances

Invite people by email and give them owner, admin or member roles. Every deposit and withdrawal is attributed, so each person’s share of the book is always derivable.

Deposits, four ways

Record cash manually, pay by card, send an e-Transfer, or send crypto to a team wallet. The last two auto-credit on a verified webhook; admins approve anything that needs a human.

Perp trades with real P&L

Log leveraged positions and see unrealised P&L against live prices, liquidation warnings, and realised earnings by day, week and month — with each trade’s cash flow written into the ledger.

LP positions and fees

Track Uniswap and Aave liquidity positions, harvest fees, and roll their value into the same balance as everything else instead of a separate spreadsheet.

Income and history

A combined daily, monthly and annual yield estimate across every strategy, plus scheduled NAV snapshots so you can see the shape of the book over time, not just today.

Free — no sign-in

Free regression analysis tool

See how your DCA purchase for the asset of your choice would have performed — and, once you have a team, how it stacks up against your live portfolio performance on the same chart.

Run a free backtest

Bitcoin, Ethereum, Solana, Tesla, Amazon, Alphabet, gold or USDC yield — in USD or CAD.

How it works

  1. 1

    Start a team

    Sign in with your email — no password to forget — and create a team. You own it.

  2. 2

    Invite the others

    Send invites by email and set each person’s role. Everyone sees the same numbers from the moment they join.

  3. 3

    Fund it and track it

    Record deposits, add holdings and positions, and watch the shared balance move. Snapshots keep the history.

Build it with the people you’d want to build it with.

Free to start. One email address is the whole signup.

Get started free