The Ultimate Investment Tracker

Serving 4 investors with 8 balance sheets.

InvestorClerk features a powerful balance sheet ledger to track all your assets and liabilities giving you the relevant information to know where you stand at all times. Get your balance sheet up and running for as low as ~1.39 USD a month! Book a consultation to expand your market outlook, evaluate a real estate deal, learn the optimal processes, discuss a personal finance situation and more for as low as ~57.25 USD per hour. Do you operate a trading bot and looking to build a tracking system? Use the InvestorClerk Api to integrate your trading with InvestorClerk. Do you own a brokerage or a fund and you need a reporting platform for your clients? Contact us to offer your clients the ultimate reporting platform.

Create your balance sheet today and get 1 month free to experience IC!

Accessibility

You will be up and running in no time with our highly optimized input pages and import functions. Our pages are clean and simple containing only the relevant information to make sure you will not get lost in graphics and numbers. InvestorClerk is accessible from any device with a web browser making it a universal service.

Data Security

Security starts at the design stage and many fail to understand that. The design of our platform allows us to never share your data with third parties. We will never share your data voluntarily. We understand that protecting your data has never been more important.

Service Value

We believe our balance sheets to be the most competitive investment tracking service for investors. Whether you need a single balance sheet or hundreds, we will provide you best-in-class service with unmatched pricing. Our Clerk Point system rewards long term users.

Supported Assets

Equities

New York Stock Exchange
Nasdaq Stock Market
Toronto Stock Exchange
London Stock Exchange
Euronext
Tokyo Stock Exchange
Shanghai Stock Exchange

View Equities List

Currencies

US Dollar
Canadian Dollar
Euro
British Pound
Japanese Yen
Chinese Yuan
Australian Dollar

View Currencies List

Cryptos

Bitcoin
Ethereum
Ripple
Bitcoin Cash
Cardano
Litecoin
Dogecoin

View Cryptos List

Other Assets

Treasuries
Corporate Credit
Options
Futures
Commodities
Real Estate
NFTs

Balance Sheets

Track & Optimize

Our balance sheet ledger will allow you to track your assets and liabilities with simplicity and precision. It has been built to support multiple currencies at every level. You will be able to track your income with revenues and expenses. You will never feel in the dark about a particular aspect of your portfolio due to the fact that we will show you all the relevant metrics allowing you to optimize. It is important for us to empower our users to do things as they wish hence we made sure to give you as many options as possible.

Universal Importer & Api

Integration & Automation

You will be able to import files containing data for your balance sheets. The universal importer features a model system where you will be able to create your own model allowing you to import any file for transactions, revenues and expenses. The import process is designed to make sure you will not import bad data. Our api offers 64 endpoints to manage your account, balance sheets, assets, liabilities, adjustments and shares. You will receive api credits for every balance sheet you maintain active.

Marketboards

Monitor Markets

You will be able to add a wide range of symbols on your marketboard giving you a full screen of space to allocate your symbols. The full screen board allows you to see more at once hence giving you more information without having to scroll a lot. You will also be able to add your own balance sheets, assets and liabilities giving you the ability to monitor the markets and track your performance at the same time. You can expand your marketboards with addons to increase the number of symbols you can allocate.

Consultations

Information & Guidance

You can count on us to be with you through out your financial journey. We will take the time to understand your situation to give you relevant information and guidance. You can rest assured that our consultations are done in a private setting and we will never expose them to the public. We can help you navigate markets, evaluate real estate opportunities, learn the optimal processes, determine the best path forward to deal with a personal finance situation and more.