The Automated Portfolio Tracker Built for Equity-Crowdfunding Investors
Consolidate every Reg CF and Reg A+ startup you own. See real-time valuation, multi-year performance, and SEC-verified financials— with alerts when new raises drop. No spreadsheets. No guesswork. Just clarity.
Total cost, unrealized gains, and return % across every startup you’ve added. Add a company once—Owntric keeps the numbers current from SEC filings and live offering data.
Every holding in one place—total cost, gains, and return %—automatically kept up to date.
Multi-Year Performance at a Glance
An intuitive trend line that switches green for gains and red for losses—so you always know where you stand.
Color-coded P&L: Green when up, red when down.
Time horizon: Multi-year view to see compounding and drawdowns.
Always current: Updates as new raises re-price your holdings.
See the arc of your portfolio—compounding wins and pullbacks—without digging through spreadsheets.
Add a Startup Once—Owntric Handles the Rest
Pick the company and platform, enter shares (incl. SAFE if applicable), total paid, and purchase year. We bring the latest price per share, estimate your net gain/loss, and refresh when new raises go live.
Company directory: Select from a curated list of Reg CF & Reg A+ startups.
Platform-aware: Track where you bought (StartEngine, Republic, Wefunder, etc.).
Automatic pricing: Latest share price pulls through; gains/losses re-computed after new rounds.
Ticker continuity: If a ticker is reserved, Owntric surfaces it automatically.
Faster than a spreadsheet, smarter than screenshots—Owntric auto-prices positions and tracks them through new raises.
Why Equity-Crowdfunding Investors Choose Owntric
Built for Reg CF & Reg A+. From filings to decisions—valuation, performance, and alerts in one clean workflow.
Real-Time Valuations
Latest raise price & estimated valuation—updated automatically from SEC filings.
Portfolio P&L
Total cost, unrealized gains, and return % across all startups in one view.
Multi-Year Performance
Green when you’re up, red when you’re down—see the trend over time.
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 stat back to a filing.
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+). Coverage across StartEngine, Republic, Wefunder, and more.
Automatic share-price updates and valuation estimates after each raise.
No manual spreadsheets—just connect holdings and Owntric does the rest.
Investor-first: no sponsored picks or pay-to-play rankings—ever.
Own Your Edge
6,200+ companies indexed. SEC-verified data. Designed for equity-crowdfunding investors who want the numbers—fast.
📊 See everything. 🚀 Move faster. 🔒 Keep it private.
