Portfolio Genius
Portfolio
Genius
Get started
Overview

Best Portfolio Management App for ETFs

Track your Vanguard, iShares, SPDR, and all major ETFs in one place. Get AI-powered allocation recommendations, dividend tracking, and smart rebalancing alerts.

Built for passive investors who want intelligent ETF portfolio management without the complexity.

Try Free - No SignupCreate Free Account
Providers

Track ETFs from All Major Providers

Portfolio Genius supports thousands of ETFs from every major provider. Just enter your ticker symbols and start tracking.

Vanguard

VTI, VOO, VEA, BND

iShares

IVV, AGG, EFA, IWM

SPDR

SPY, GLD, XLF, XLK

Schwab

SCHB, SCHX, SCHD, SCHF

Invesco

QQQ, RSP, SPLV, PGX

Fidelity

FXAIX, FTEC, FREL, FHLC

Features

ETF Portfolio Management Features

Specialized tools for ETF investors that go beyond basic tracking.

01

ETF Allocation Analysis

See your portfolio's asset allocation across stocks, bonds, sectors, and geographies. AI identifies imbalances and concentration risks.

02

Dividend Tracking

Automatically track ETF dividends and distributions. See yield, payment history, and projected annual income from your holdings.

03

Holdings Overlap Detection

Own VTI and VOO? Our AI identifies overlap between ETFs so you're not unknowingly doubling up on the same stocks.

04

Expense Ratio Optimization

Compare expense ratios and find lower-cost alternatives. Small fee differences compound significantly over time.

05

Smart Rebalancing

Set target allocations and get alerts when drift occurs. Tax-aware suggestions minimize capital gains impact.

06

Performance Attribution

Understand which ETFs are driving your returns. Compare performance against benchmarks and track your investment growth.

Why us

Why ETF Investors Choose Us

Whether you're building a three-fund portfolio or managing a complex multi-ETF strategy, Portfolio Genius gives you the tools to invest smarter with less effort.

  • Track all your ETFs in one dashboard - Vanguard, Fidelity, Schwab, anywhere
  • AI respects passive investing - no pushy trading suggestions
  • See true diversification by looking through to underlying holdings
  • Optimize for low costs with expense ratio comparisons
  • Stay on target with automated rebalancing alerts

AI ETF Analysis

Holdings Analysis: I notice you hold both VTI (Total Stock Market) and VOO (S&P 500). There's 85% overlap between these funds.

Suggestion: Consider consolidating into VTI alone for broader exposure, or keep VOO if you prefer large-cap focus. This would simplify rebalancing and potentially reduce costs.

* AI identifies ETF overlap and suggests optimizations

Compare

Compare ETF Portfolio Tools

See how Portfolio Genius stacks up against spreadsheets and basic tracking apps.

Feature
Portfolio GeniusAI-Powered
SpreadsheetsManual
Basic AppsNo AI
Track all major ETF providers-
AI-powered allocation analysis--
Automatic dividend tracking-
Expense ratio optimization--
Holdings overlap detection--
Smart rebalancing alerts--
Real-time price updates-
Tax-loss harvesting hints--
Strategies

Popular ETF Strategies We Support

From simple three-fund portfolios to complex factor strategies, our AI helps you stay on track.

01

Three-Fund Portfolio

US stocks, international stocks, and bonds. Simple, diversified, and effective.

02

Global Market Portfolio

Market-cap weighted global exposure across all asset classes.

03

Core-Satellite

Broad market ETFs as core with sector or factor tilts as satellites.

04

Dividend Growth

Focus on dividend ETFs for income generation and wealth building.

FAQ

ETF Portfolio Management FAQ

Common questions about managing ETF portfolios with Portfolio Genius.

Which ETF providers does this app support?

Portfolio Genius supports ETFs from all major providers including Vanguard, iShares (BlackRock), SPDR (State Street), Schwab, Invesco, Fidelity, and many more. We track thousands of ETFs across all asset classes - stocks, bonds, commodities, real estate, and international markets. Simply enter any ETF ticker symbol and we'll automatically fetch real-time data.

How does AI help with ETF portfolio management?

Our AI analyzes your ETF holdings to identify overlap between funds, assess expense ratio efficiency, check sector and geographic diversification, and suggest rebalancing opportunities. For example, if you own multiple S&P 500 ETFs, the AI will alert you to redundancy. It also recommends low-cost alternatives and helps optimize your tax-loss harvesting strategy.

Can I track ETF dividends and distributions?

Yes! Portfolio Genius automatically tracks all ETF dividends and distributions. You can see your total dividend income, dividend yield, ex-dividend dates, and distribution history. The AI also analyzes your dividend schedule to help you understand your passive income stream and suggests dividend-focused ETFs if that aligns with your goals.

Does the app help with ETF portfolio rebalancing?

Absolutely. Our AI monitors your ETF allocation and alerts you when drift occurs. You can set target allocations for each ETF or asset class, and we'll notify you when positions deviate beyond your threshold. The rebalancing suggestions are tax-aware, prioritizing adjustments that minimize capital gains when possible.

Can I compare similar ETFs?

Yes, Portfolio Genius helps you compare ETFs tracking similar indexes or sectors. Compare expense ratios, tracking error, liquidity, dividend yields, and holdings overlap. For example, easily compare VOO vs SPY vs IVV to see which S&P 500 ETF is most cost-efficient for your portfolio.

Is this suitable for passive/index investing strategies?

Perfect for passive investors! Our app is designed with buy-and-hold ETF investors in mind. We support popular strategies like three-fund portfolios, target-date allocation, and core-satellite approaches. The AI respects passive investing principles and won't push unnecessary trading - it focuses on allocation optimization and cost reduction.
Try It Now

Create a Portfolio Without Signing Up

See how our AI-powered portfolio analytics work. Describe your investment interests and explore how AI can analyze different portfolio compositions.

$

This is a hypothetical amount for portfolio construction.

By clicking "Create My Portfolio", you agree that this is for demonstration purposes only. No account will be created and your portfolio will be publicly shareable.

Get started

Ready to Optimize Your ETF Portfolio?

Join ETF investors who use AI to track allocations, reduce costs, and stay perfectly balanced. Free to start.

Try Free - No SignupCreate Free Account