Inveriok
Real-time investments: your portfolio, always up to date
Funds, stocks, ETFs or cryptocurrencies: record each asset and see its market value and your real return, alongside the rest of your finances, without connecting your broker.
Three steps, zero spreadsheets
Add your asset
Fund, stock, ETF or crypto: record the purchase price and quantity.
Its value updates on its own
Inveriok tracks the market price and calculates your return instantly.
It adds to your net worth
Your portfolio feeds directly into your net worth and your retirement simulator.
How to track your investment portfolio
Tracking a diversified investment portfolio —index funds, stocks, ETFs, fixed income or cryptocurrencies— usually means opening several different broker apps and adding it all up by hand. Inveriok brings all your assets together in one place, with their market value updated and your real return calculated per asset and as a whole, without needing to give access to your broker account.
The return of each investment is calculated by comparing the purchase price you record with the current market value — so you can see at a glance which assets are performing and which aren't, without having to log in to each broker separately to check.
Your investments don't live in isolation: they add automatically to your net worth and are the basis of the capital projected by your retirement simulator. The more complete the record of your portfolio, the more precise the calculation of when you'll be able to retire.
Everything you need, nothing you don't
- ✓Funds, stocks, ETFs and cryptocurrencies
- ✓Return calculated per asset and overall
- ✓No need to connect your broker or your credentials
- ✓Integrates with Net worth and Retirement
- ✓Basic tracking included in the Free plan
Frequently asked questions
Investment funds, stocks, ETFs, cryptocurrencies and other assets, with updated value and calculated return.
No. You record your investments by hand and Inveriok updates their market value.
By comparing the purchase price you record with the current market value of each asset.
Your security is our priority
We don't use Open Banking. We never access or store your banking credentials at any time.
All communication between the app and our servers uses HTTPS.
Row Level Security: no other user, not even with technical access to the system, can see your data without your credentials.
We comply with the European Union's General Data Protection Regulation.
No. Inveriok has no connection to your bank accounts — you enter transactions by hand or import a statement. We never access your credentials or act on your behalf.
Not without your credentials. The database uses Row Level Security: each user can only access their own data, not even with technical access to the system.
No. We never sell your data or share it for advertising purposes.
Your account and all your financial data are deleted immediately and permanently, with no backups — you can do it whenever you want from your profile.
Your portfolio, always in view
Start tracking your investments today. It's free and no card required.
Track my investments