The Ultimate Investment Tracker

Serving 3 investors with 8 balance sheets.

InvestorClerk features a powerful balance sheet ledger to track all your assets and liabilities giving you the relevant information to know where you stand at all times. Do you operate a trading bot and looking to build a tracking system? Use the InvestorClerk Api to integrate your trading with InvestorClerk. Do you own a brokerage or a fund and you need a reporting platform for your clients? Contact us to offer your clients the ultimate reporting platform. Get your balance sheet up and running for as low as ~1.44 USD a month!

Create your balance sheet today and get 1 month free to experience IC!

Accessibility

You will be up and running in no time with our highly optimized input pages and import functions. Our pages are clean and simple containing only the relevant information to make sure you will not get lost in graphics and numbers. InvestorClerk is accessible from any device with a web browser making it a universal service.

Data Security

Security starts at the design stage and many fail to understand that. The design of our platform allows us to never share your data with third parties. We will never share your data voluntarily. We understand that protecting your data has never been more important.

Service Value

We believe our balance sheets to be the most competitive investment tracking service for investors. Whether you need a single balance sheet or hundreds, we will provide you best-in-class service with unmatched pricing. Our Clerk Point system rewards long term users.

Supported Assets

Equities

New York Stock Exchange
Nasdaq Stock Market
Toronto Stock Exchange
Euronext
Tokyo Stock Exchange
Shanghai Stock Exchange
Australia Securities Exchange

View Equities List

Currencies

US Dollar
Canadian Dollar
Euro
British Pound
Japanese Yen
Chinese Yuan
Australian Dollar

View Currencies List

Cryptos

Bitcoin
Ethereum
Ripple
Bitcoin Cash
Cardano
Binance Coin
Dogecoin

View Cryptos List

Other Assets

Treasuries
Corporate Credit
Options
Futures
Commodities
Real Estate
NFTs

Latest News

News Archive

Api Access

Tuesday, May 23, 2023

The api access is now available. You will have access to 43 endpoints to manage your balance sheets. You need to create an api key to get started. Make sure to keep your api keys hidden and never expose them to anyone. You can find the documentation here. We are open to adding new endpoints so feel free to let us know what you need. Read more...

Marketboards

Wednesday, April 19, 2023

You will now have access to marketboards on your InvestorClerk account. Marketboards will give you a quick overview of markets that are relevant to you whenever you need it. You can forget about switching between watchlists and scrolling endlessly to review the daily moves. Each active balance sheet on your account allows you to create a marketboard. You will be able to place symbols on your marketboard which includes equities, currencies, commodities and cryptos. You can also include your own balance sheets, assets and liabilities. Read more...

Universal Importer

Tuesday, March 21, 2023

We have officially released the first iteration of the universal importer. It will allow you to quickly import data from files. The model system allows you to import any file out there as long as it has the necessary data. You will be able to create new models for your own files. We do provide some premade models for your convenience and we will continue to add them as we get access to more files across different brokerages. Read more...