Track brokerage accounts, syndications, private equity, real estate and crypto in one place. XIRR, TVPI, DPI and cash-on-cash calculated for you. Free to start.
A startup from Los Angeles, the United States that is founded by Justin Dibs, Gail Sparks.
This page is designed to help you find out whether PSVTracker is good and if it is the right choice for you.
PSVTracker is portfolio tracking software for investors whose money is spread across public markets and private deals.
Most personal finance apps stop at brokerage and bank accounts. PSVTracker is built for the rest of the portfolio: real estate syndications, private equity and venture funds, direct property, crypto, precious metals, homes, vehicles, cash and liabilities, tracked next to connected brokerage accounts.
What it does:
Calculates XIRR, TVPI, DPI, RVPI, cash-on-cash, equity multiple, CAGR, cost basis and market value automatically, per investment and across the portfolio. Compares expected vs. actual performance, so you can see which deals are tracking to the sponsor's projections. Tracks every capital event: contributions, distributions, return of capital, return on capital and reinvestments. Handles complex ownership: nested entities and portfolios, partial ownership percentages that flow through to value and returns, and committed vs. paid-in capital with an uncalled-capital view. Marks K-1s received or pending and investments active or closed. Groups holdings by asset class, sponsor or entity to show concentration. Connects bank and brokerage accounts through Plaid, and imports unlimited CSV and Excel files. Ask PSVT answers questions about your own portfolio. Read-only sharing with a CPA, spouse or advisor.
Security: data is encrypted in transit and at rest on AWS. The only personal information PSVTracker asks for is an email address, and it is stored separately from financial data. Bank connections run through Plaid, so login credentials are never visible to PSVTracker. The app has completed an independent penetration test, and SOC 2 work is ongoing.
What it is not: PSVTracker is not an investor portal for sponsors, and it does not provide investment, tax or legal advice.
Founded in 2023 by Justin Dibs and Gail Sparks. Free plan available, no credit card required.
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LP performance metrics
XIRR, TVPI, DPI, RVPI, cash-on-cash, equity multiple and CAGR, calculated per investment and across the portfolio
Private and alternative assets
Real estate syndications, private equity and venture funds, direct property, crypto, precious metals, homes, vehicles, cash and liabilities
Expected vs. actual tracking
Compare each deal against the sponsor's projected IRR and distributions, with K-1 received or pending status
Mobile access
Mobile-friendly web app for reviewing your portfolio and using Ask PSVT. Editing happens on desktop. No native iOS or Android app.
Founder Justin Dibs built it after failing to answer a simple question about his own portfolio: what is my real return across syndications, funds, brokerage accounts and property? Spreadsheets broke down as deals and entities multiplied. PSVTracker has been in production since 2023 and is run by Justin Dibs and Gail Sparks, a CISO and AWS architect.
It calculates the metrics LPs actually need, not just net worth. XIRR, TVPI, DPI, RVPI, cash-on-cash and equity multiple are computed per deal and across the portfolio, alongside expected vs. actual performance against the sponsor's projections. It also handles complex ownership: nested entities, partial ownership percentages, and committed vs. paid-in capital with an uncalled-capital view.
Most trackers treat private investments as manual line items. PSVTracker is built around them, while still tracking brokerage accounts, crypto, real estate, cash and liabilities in the same portfolio. It tracks K-1 status, distributions and return of capital per deal, and it starts free with no credit card.
Passive investors and limited partners who hold real estate syndications, private equity or venture funds alongside public investments, and who have outgrown spreadsheets. Typically accredited investors tracking 5 to 50 positions across multiple entities.
A web application hosted on AWS, with data encrypted in transit and at rest. Bank and brokerage connections run through Plaid.
We have collected here some useful links to help you find out if PSVTracker is good.
Check the traffic stats of PSVTracker on SimilarWeb. The key metrics to look for are: monthly visits, average visit duration, pages per visit, and traffic by country. Moreoever, check the traffic sources. For example "Direct" traffic is a good sign.
Check the "Domain Rating" of PSVTracker on Ahrefs. The domain rating is a measure of the strength of a website's backlink profile on a scale from 0 to 100. It shows the strength of PSVTracker's backlink profile compared to the other websites. In most cases a domain rating of 60+ is considered good and 70+ is considered very good.
Check the "Domain Authority" of PSVTracker on MOZ. A website's domain authority (DA) is a search engine ranking score that predicts how well a website will rank on search engine result pages (SERPs). It is based on a 100-point logarithmic scale, with higher scores corresponding to a greater likelihood of ranking. This is another useful metric to check if a website is good.
The latest comments about PSVTracker on Reddit. This can help you find out how popualr the product is and what people think about it.
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Is PSVTracker good? This is an informative page that will help you find out. Moreover, you can review and discuss PSVTracker here. The primary details have been verified within the last quarter. So they could be considered up to date. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.
