Portfolio Tracker | Linacre Investments

Linacre Investment Platform

Track your portfolio's performance

Designed with both simplicity and sophistication in mind, our platform empowers you to take control of your financial journey, offering a seamless experience that keeps you connected to your portfolio at all times.

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Track numbers that matter in the long-term

All your investments in one place

Get a perfect overview of all your investments in one place. Easily see your asset allocation and how well each asset performs. For each holding, we show you its absolute and annualized net return including fees and dividends.
Real-Time Portfolio Monitoring

With the Linacre Investment Platform, you can monitor your portfolio's performance in real time. Get instant updates on the value of your holdings, track your gains and losses, and view detailed reports on your asset allocation.

No Matter How Big or Small Your Portfolio, The Linacre Platform Caters to All

Understanding your portfolio's performance is key to making informed investment decisions. The Linacre Investment Platform offers customized insights tailored to your specific goals and strategies.

Comprehensive Asset Management

Your portfolio is more than just a collection of investments—it's a dynamic part of your financial future. The Linacre Investment Platform allows you to manage a diverse range of assets, from stocks and bonds to private equity and digital assets. Easily view your entire investment landscape in one place, and work with our account manager to make adjustments as needed, keeping your strategy aligned with your objectives.

Secure and User-Friendly Interface

We understand that security and ease of use are paramount. The Linacre Investment Platform features a user-friendly interface that makes it simple to navigate your portfolio, with robust security measures to protect your personal and financial information. Whether you're logging in from your desktop or mobile device, you can trust that your data is safe and accessible whenever you need it.

Seamless Integration with Your Financial Plan

Your investments are a critical part of your overall financial plan, and the Linacre Investment Platform integrates seamlessly with the advice and strategies provided by your Linacre advisor. Track progress toward your financial goals, adjust your strategy as life changes, and ensure that your portfolio is always working in harmony with your long-term plan.

Award-Winning Platform & Advice

Comprehensive Asset Integration

Manage all your investments; stocks, bonds, private equity, and digital assets—in one place, providing a unified view of your entire financial portfolio.

Interactive Portfolio Analysis

Utilize advanced tools that allow you to explore various "what-if" scenarios, helping you understand potential outcomes and make informed investment decisions.

Personalized Dashboard

Customize your platform experience with a dashboard tailored to your preferences, showcasing the information and metrics that matter most to you.