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Portfolio position tracker

Track your positions like a portfolio, not a notebook.

Log the positions you place yourself and Yoseri turns them into the numbers that matter: your real ROI, your closing line value and your portfolio over time — one honest dashboard, no spreadsheet to maintain.

  • · Basic free forever
  • · No credit card
  • · Import from Excel
  • · 18+
From tracking to a real portfolio

Logging what you place is step one. Yoseri turns it into a managed portfolio — automatic ROI, exposure, risk and CLV — so you can see, in plain numbers, whether you're really ahead.

The problem

Why spreadsheets fail investors.

Most investors track in their head or a spreadsheet — and both quietly lie. Memory cherry-signals the wins; spreadsheets break, get abandoned, and never tell you whether you actually beat the closing line.

A real position tracker does the accounting for you: every position you log gets settled, and the metrics that predict long-term success — ROI, yield, and CLV — are computed automatically and honestly, like a portfolio statement for your positions.

That's what Yoseri is. Not an analyst, not a broker: an analytics dashboard that shows you the truth about your trading so you can manage it like an investment and actually improve.

What you get

Everything a serious tracker should do.

Effortless logging

Add a position you placed in seconds and Yoseri settles it, computes profit/loss and updates your portfolio — no manual maths.

Real ROI & yield

See your true return on investment and yield per allocation, not a misleading win rate that hides bad prices.

Closing line value

Yoseri compares every position to the closing returns — the single best predictor that you're beating the market.

Portfolio over time

Watch your portfolio curve, drawdowns and exposure so a losing run never takes you by surprise.

Beyond Excel

From spreadsheet to dashboard.

If you already keep a trading spreadsheet, you've done the hard part — you care about the numbers. Yoseri just makes them accurate, automatic and impossible to fudge.

Import your history, then log every new position you place in seconds. You get the same control you'd build by hand, minus the broken formulas and the temptation to forget the losers.

Yoseri is an analytics tool, not an analyst or a broker — we never take positions or hold funds. Trading carries real financial risk and there is no guaranteed return. Only ever allocate money you can afford to lose, set limits, and seek help if trading stops being fun. 18+.

You stay in control

You place every position yourself.

Yoseri is not a broker and never places positions for you. You invest manually, with the brokers of your choice — Yoseri only tracks and analyses your portfolio so you can see the truth about your trading.

Place your position

Position wherever you want, by hand. Your broker accounts stay yours — Yoseri never connects to them.

Log it in seconds

Add the allocation and returns. No automated trading, no linked accounts — you decide and confirm every position.

Yoseri does the rest

Settlement, ROI, yield and CLV are computed for you, so your dashboard always tells the honest story.

No positions placed, no accounts connected — just tracking and analytics.
FAQ

Position tracking, explained.

A spreadsheet only knows what you remember to type, and rarely computes closing line value. Yoseri settles positions, computes real ROI, yield and CLV automatically, and keeps an honest record you can't accidentally bias toward your wins.
Yes — you can bring in your trading history so your tracker starts with real data instead of a blank page, then log new positions in seconds.
CLV compares the returns you took to the returns at market close. Consistently positive CLV is the clearest sign you're beating the market — long before your win rate proves it. Yoseri computes it on every position.
There's a 7-day free trial with no credit card required, plus free calculators anyone can use. After that, paid plans unlock the full tracking and analytics suite.

Start tracking your positions properly.

Real ROI, CLV and portfolio in one dashboard. Basic plan free forever — no credit card.

Yoseri is free, forever
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