VestArta – Portfolio tracker focused on forward-looking investment performance

Summary: VestArta tracks yearly and annualized money-weighted returns, dividend history, and forecasts to provide a forward-looking view of portfolio performance. It uses a projection engine with Bear, Base, and Bull scenarios to compare actual outcomes against investment theses. The tool also includes a monthly payout calendar for monitoring cash flow.

What it does

VestArta calculates money-weighted returns to reveal current performance trends and tracks dividend growth with historical data and projections. It saves multiple price projections to evaluate which investment thesis is unfolding over time.

Who it's for

It is designed for long-term investors seeking detailed, forward-looking insights beyond traditional all-time gain metrics.

Why it matters

VestArta addresses the gap in conventional trackers by showing real-time performance and dividend forecasts, enabling informed decisions on portfolio allocation and stock evaluation.