Your Complete Investment Picture, One Dashboard

Track stocks, ETFs, retirement accounts, and more alongside your budget. See your full financial picture — not just the spending side.

All Your Investments in One Place

Most budgeting apps ignore the investment side of your finances. Genesis Budget brings your portfolio into the same view as your budget, spending, and savings so you can see your complete net worth and how everything connects.

  • Portfolio Overview: See total value, gains/losses, and allocation at a glance
  • Multiple Account Types: Brokerage, 401(k), IRA, HSA, crypto wallets, and more
  • Value Tracking: Log and monitor your portfolio value over time
  • Allocation Analysis: Visualize how your assets are distributed across categories
Genesis Budget Investment Portfolio Tracker
Investment Performance Charts

See Your Full Portfolio at a Glance

Get a clear overview of your investment holdings — total value, gains and losses, and how your assets are allocated. Log portfolio values to track growth over time and make smarter decisions about where to put your next dollar.

Built for everyday investors, not Wall Street traders — clear, simple, and focused on long-term wealth building.

Why Track Investments With Your Budget

Portfolio Overview

See your total portfolio value, individual holdings, gains and losses, and dividend income at a glance.

Allocation Analysis

Visual breakdowns of your asset allocation across stocks, bonds, real estate, and other investment types.

Net Worth Tracking

See your total net worth — investments, savings, and assets minus debts — all calculated and tracked automatically.

Investments + Budget = Full Financial Picture

When your investments and budget live in the same app, you can answer questions like: "Can I increase my 401(k) contribution this month?" or "Should I invest my surplus or pay down debt?" Genesis Budget gives you the context to make confident decisions.

Your spending, saving, and investing all work together — because that's how money actually works in real life.

Investments and Budget Together

Start Tracking Your Portfolio Today

Get the complete financial picture by tracking your investments alongside your budget, spending, and goals.

Get Started Free

No credit card required. Free 30 day trial.

Frequently Asked Questions

You can track virtually any investment type — individual stocks, ETFs, mutual funds, bonds, 401(k) and IRA accounts, HSAs, cryptocurrency, real estate holdings, and custom asset types. If you can invest in it, you can track it.

No — you must manually enter your holdings and update values as needed. This gives you full control over your data while still providing the portfolio overview and value tracking you need.

Your investment accounts appear on your overall financial dashboard alongside your budget, spending, and goals. This gives you a holistic view of your finances — see your net worth, track how budget surpluses can boost investments, and understand how everything fits together.

Genesis Budget is a tracking and planning tool, not a trading platform. You'll still use your brokerage to buy and sell investments. Genesis Budget is where you see how those investments fit into your overall financial plan alongside your budget, goals, and spending.

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