Disclaimer

Last updated 17 September 2026

Not advice

Portfolio Tracker and the guides on this website are for information and record-keeping only. Nothing here is financial, investment, legal or tax advice, or a recommendation to buy, sell or hold any security. Alerts, stop-loss and profit levels, and strategy tiers are thresholds you configure; they are not signals or recommendations from us.

Figures are estimates

Values, returns, gains, losses and tax figures are estimates, calculated from information you enter and market data from third parties. That data can be delayed, incomplete or wrong.

• Your broker's Form 1099-B is the authoritative record of your cost basis and gains. Where it differs from Portfolio Tracker, the 1099-B is correct for filing purposes.
• Wash-sale indications are flags for review only. They do not adjust cost basis and do not detect every wash sale. See the wash sale guide.
• Tax rules change and depend on your circumstances. Consult a qualified tax professional before making decisions.

Scope

Portfolio Tracker is designed for US taxable brokerage accounts in US dollars. It does not handle other currencies or non-US tax rules.

Third-party data and services

Market data comes from Finnhub and Alpha Vantage under each user's own account and those providers' terms. We don't control that data and aren't responsible for its accuracy, timeliness or availability.

No warranty

The software is provided "as is", without warranty of any kind. To the extent permitted by law, Imagination Innovations is not liable for any loss arising from use of the software, this website, or information in either.

Trademarks

Charles Schwab, Fidelity, Finnhub, Alpha Vantage and Google are trademarks of their respective owners. Portfolio Tracker is not affiliated with, endorsed by, or sponsored by any of them. Their names are used only to describe compatibility.