PSVTracker Description

PSVTracker serves as a comprehensive portfolio management tool designed for investors with diversified assets across both public markets and private investments.

Unlike most personal finance applications that limit themselves to tracking brokerage and bank accounts, PSVTracker includes a broader range of assets, such as real estate syndications, private equity and venture funds, direct property holdings, cryptocurrency, precious metals, vehicles, and liabilities, all integrated seamlessly alongside linked brokerage accounts.

The software automatically computes various financial metrics including XIRR, TVPI, DPI, RVPI, cash-on-cash returns, equity multiples, and CAGR for each investment as well as for the entire portfolio.

Additionally, it enables users to assess their performance by comparing expected outcomes against actual results based on sponsor projections, meticulously tracks all capital events—including contributions, distributions, and returns of capital—manages complex ownership structures and nested entities, and efficiently marks the status of K-1 forms, whether received or pending.

Connections to banks and brokerage accounts are securely facilitated through Plaid, while data is protected through encryption both in transit and at rest using AWS services.

Furthermore, users can share read-only access with their CPA, spouse, or financial advisor for collaborative management.

A free plan is available, allowing users to explore the tool without the need for a credit card.

Pricing

Pricing Starts At:
$249/year/user
Free Version:
Yes
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
PSVTracker
Year Founded:
2023
Headquarters:
United States
Website:
psvtracker.com

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support

PSVTracker Features and Options

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

PSVTracker User Reviews

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