Build Mobile, Shareable, and Trusted Investment Portfolios with Covey

Upgrade from Excel to Covey for Portfolio Tracking for Free

We beat Excel in our Free Portfolio Tracking Product

Last week, Excel celebrated its 35th birthday. Most investment analysts are still using Excel templates to track and share their portfolio of investing ideas. Managers are reluctant to dive into a 100+ row Excel file and are unclear on when the trades are being placed. Regardless, the clunky Excel file continues to be updated with new trades, and it is now slow and filled with bugs. Analysts and Managers are overdue for an update in 2020; we want a mobile, shareable, and trusted portfolio tracker. Covey.io offers just that.

Excel vs. Covey Feature Comparison by Membership Plan

Mobile

Excel did not have mobile in mind when it was created 35 years ago. Covey was built for the browser so you can add trades and track performance from anywhere.

Shareable

Designers, marketers, and developers have portfolios of past work that are shared on platforms like Dribbble, UpWork, or Github. Investment analysts have portfolios as well, but no central place to share their work that is live and interactive. Covey was built to be shared, so we give every user a custom URL. This is where your portfolio lives.

Uneditable Trading Record

Once something can be shared, we need to know it can be trusted. Perhaps the most important part of Covey is the trust that users can never edit what has been done. Users can trade as much as they want, but — similar to a cash portfolio — once a trade is submitted, it is set in stone. Anyone viewing a portfolio can trust that what they see is actual performance, unlike an Excel document which can be edited after the fact to produce better returns.

Leaderboard

If your portfolio is shareable and trusted, why not compare yourself with others? Covey ranks our free users on our leaderboard across two metrics: Total Return of Portfolio and Top Trade Ideas.

Covey Free Plan

Here is an example of our Excel replacement:

The above portfolio lives here covey.io/p/christine and is ranked relative to others here: covey.io/leaderboard

Covey Pro Plan

On top of increased privacy and tracking 50+ metrics, our Pro plan is getting a massive new feature in the coming month. More to come soon.

Join Now

Join today to secure your username and start establishing a track record at www.covey.io

For more information on our product and membership plans, contact info@covey.io