About MSPT
A Structured Workspace for Self-Directed Investors
Modern Stock Portfolio Tracker connects company research, tracking lists, portfolios, trade plans, and review routines in one evidence-led workflow.
Who MSPT is for
MSPT is designed for adult, self-directed investors who want a repeatable way to research companies, document assumptions, and review portfolio decisions.
- Research financial quality, valuation, catalysts, and market context.
- Organize candidates and holdings in tracking lists and portfolios.
- Record trade plans, risk assumptions, review dates, and decisions.
- Optionally connect IBKR for account-scoped research data, portfolio sync, and paper trading.
What MSPT does not do
MSPT provides research and portfolio-management tools. It does not provide personalized investment, legal, or tax advice, predict returns, or guarantee outcomes.
The current public mobile product does not place live orders. Broker integration is optional and paper trading only.
Operator and accountability
MSPT is operated and reviewed by Millwheel Oy, Myllynratas 1, 01840 Klaukkala, Finland.
Questions and correction requests can be sent to support@modernstockportfoliotracker.com. Privacy requests can be sent to privacy@modernstockportfoliotracker.com. Material corrections and methodology changes receive a reviewed revision date.