Echo Portfolio

Your investments, one clear view.

Bring shares, ETFs, crypto, cash and more into one clear view. Track performance, allocation and market updates without stitching together spreadsheets.

Download on the App StoreExplore features

No sign-up or fees for tracking unlimited portfolios.

Illustrative data

Total net value

A$67,956.00

+A$7,278.50 (+12.0%)

3M · sample portfolio
1D1W1M3MYTD1Y5Y
MarketAll Ordinaries9,203.00 pts+91 (+1.0%)
MarketNYSE Composite24,205.07 pts−24.6 (−0.1%)
TLSTelstra GroupASX · AUDA$4.62+16.68%
WESWesfarmersASX · AUDA$78.20+14.07%
Privacy firstCore portfolio records are stored locally.
Direct by designMany integrations connect device to provider.
Echo Cloud kept minimalWallet addresses, units and values stay out of Echo Cloud.

Build your complete view

Everything you need to understand your portfolio.

Track performance, review allocation, follow watchlists and read market news in one consistent workspace.

01 · Portfolios

Build your complete view

Create multiple portfolios, add holdings and transactions, and view each portfolio in your preferred currency.

02 · Performance

See performance at a glance

Follow value, cost basis, gains and returns across useful time periods.

03 · Allocation

Understand your allocation

See how holdings and asset classes contribute to your portfolio.

04 · Activity

Review your portfolio activity

Review transactions and corporate actions in context.

05 · Watchlists

Follow what matters

Build watchlists, then open charts, key metrics and company context for assets that matter to you.

06 · News

Market news in context

Read relevant market news alongside the assets and portfolios you follow.

Add investments your way

Add manually, import or connect.

Start without linking an account. Choose the method that fits your portfolio, and review optional access before you continue.

1

Add manually

Create a portfolio, then add holdings and transactions yourself.

2

Import a supported file

Review supported records before adding them to your portfolio.

3

Connect when you choose

See availability, read-only scope and the data path before you connect.

Privacy-first by design

Your core portfolio is stored locally.

For ordinary tracking, Echo does not store your manually tracked portfolio in Echo Cloud.

Core portfolio records stay localManual entry and supported file imports are stored on your device, not in Echo Cloud.
Many integrations connect directlySupported direct providers are contacted from your device. Every connection explains its data path before you continue.
Wallet details bypass Echo CloudPublic wallet addresses go directly to blockchain data services, which also receive normal network metadata. Echo Cloud receives market identifiers and dates, not your wallet address, XPUB, units held or portfolio value.
On your devicePortfolios, transactions and supported connection credentials
Direct connectionsYour device contacts supported providers or public-chain services
Echo CloudMarket identifiers and dates only for these on-device flows
  • Local portfolio
  • Direct connection
  • No wallet address
  • No units or values
Echo Portfolio app icon

Echo Portfolio

Start with a local portfolio.

Add investments manually and start tracking right away. Connect an account only when you choose.

Download on the App Store