Evaluate your portfolio the easy way

See a live demo of my portfolio

πŸ“ˆ Use the right metrics

Accurate measures of your portfolio returns including all capital gains, dividends, fees, and currency effect. Cash laying on your brokerage is excluded from the calculations.

βš–οΈ Keep your portfolio in balance

Shows you your current asset allocation and tells you how to rebalance it when it drifts.

πŸ‘€ Keep an eye on your fees and costs

Shows you all fees and costs and how they impact your portfolio returns.

πŸ“₯ Easily import your data

Import your trades from multiple brokerage accounts. Or from a spreadsheet. Or type them manually. It’s up to you.