Owntric
Portfolio Tracker for Reg CF, Reg A+, Crowdfunding & Startup Investments | Owntric
Portfolio Tracker for Reg CF, Reg A+, Crowdfunding & Startup Investments | Owntric
Portfolio Tracker for Reg CF, Reg A+, Crowdfunding & Startup Investments | Owntric
Portfolio Tracker for Reg CF, Reg A+, Crowdfunding & Startup Investments | Owntric
The Dashboard

Your whole portfolio in one number

Net worth, gains, amount invested, and total return across every startup you hold—plus a multi-year value chart that shows the whole arc, with the holding driving it called out.

Live P&L
Net worth, gains, invested, and return across every position.
Value chart
A multi-year trend—green when you're up, red when you're down.
Signal
The holdings leading and lagging your portfolio, surfaced.
Owntric portfolio dashboard showing net worth, gains, invested, and return, with a multi-year portfolio-value chart and a callout for the leading holding across an equity-crowdfunding portfolio.
Every holding in one number—kept current from SEC filings and live offering data.
Holdings & SAFEs

Add a startup once—Owntric prices it from then on

Every position shows value, cost, gain, and return, re-priced automatically after each new raise. Unpriced SAFEs become clear share estimates in the SAFE Tracker and sync into the same view.

Auto-priced
The latest price per share pulls through after every round.
Every platform
StartEngine, Republic, Wefunder, DealMaker, and more.
SAFE Tracker
Valuation caps and discounts become estimated shares.
Owntric holdings list showing value, cost, gain, and return for each startup position, with a SAFE Tracker that turns unpriced SAFE contracts into estimated shares synced to the portfolio.
Faster than a spreadsheet, smarter than screenshots—positions auto-priced and followed through new raises, including equity from converted SAFEs.
The Toolkit

Why equity-crowdfunding investors choose Owntric

Built for Reg CF and Reg A+. From filings to decisions—valuation, performance, SAFEs, and alerts in one clean workflow.

Real-Time Valuations
Latest raise price and estimated valuation—updated automatically from SEC filings.
Portfolio P&L
Net worth, gains, cost, and return % across every startup in one view.
Multi-Year Performance
Green when you're up, red when you're down—the whole arc over time.
SAFE Tracker
Turn valuation caps and discounts into estimated shares that sync to your portfolio.
Raise & Event Alerts
Know when new rounds, splits, or major updates hit—act while it matters.
SEC-Verified
Form C, Reg A+, and annual updates—trace every figure back to a filing.
The Difference

What makes Owntric different

Other tools summarize the latest round. Owntric connects the dots across history—auto-updated from the source.

  • Purpose-built for equity crowdfunding (Reg CF & Reg A+), across StartEngine, Republic, Wefunder, and more.
  • Automatic share-price updates and valuation estimates after each raise.
  • The SAFE Tracker turns unpriced contracts into share estimates that flow straight into your portfolio.
  • Investor-first: no sponsored picks or pay-to-play rankings—ever, and your holdings stay private.
FAQ

Questions investors ask

Straight answers on coverage, automation, SAFEs, and privacy.

Owntric auto-parses Reg CF and Reg A+ filings (Form C, 1-A, and updates) to keep valuations and share prices current, and consolidates every startup you hold across platforms like StartEngine, Republic, and Wefunder into a single real-time portfolio. Its SAFE Tracker turns unpriced SAFE contracts into clear share estimates that sync into your portfolio as equity positions.

No. Add a company once and Owntric brings over the latest price per share, updates your gains and losses after each new raise, and alerts you to material events.

Log a SAFE's valuation cap, discount, and a mock round, and Owntric estimates the shares you'd convert into. Those estimated positions sync into your main portfolio view alongside priced equity, so your full startup exposure stays in one place.

Yes. Your holdings are encrypted and only visible to you. Owntric is investor-first—no sponsored picks or pay-to-play rankings.

Own Your Edge

Built for investors who want the numbers—fast

SEC-verified coverage across Reg CF and Reg A+, refreshed as new filings post. Your holdings stay encrypted and private.

6,200+
startups tracked
4+
platforms tracked
100%
SEC-verified
Form C · Reg A+ · C-AR · 1-K · 10-K · Encrypted & private
Start in Owntric