Track your portfolio's performance

Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.

Import your trades from the following brokers, from a CSV file or add them manually.

Track numbers that matter in the long-term

Most brokers don't show you the numbers that matter in the long term. We show you your true net annualized return rate, annualized fee ratio, capital gains yield, and dividend yield.

All your investments in one place

Get a perfect overview of all your investments in one place. Easily see your asset allocation and how well each asset performs. For each holding, we show you its absolute and annualized net return including fees and dividends.

Simple Portfolio dividend income breakdown

Track your dividend income

You no longer have to manually enter your dividends into a spreadsheet. All dividends and other corporate actions get automatically imported into your portfolio.

Plan ahead with the dividend calendar

Track your upcoming dividends so that you can plan which holdings to keep and which to sell.

Make sure your portfolio is diversified

Make sure your portfolio is well diversified by breaking it down by asset class, region and sector

Compare your portfolio to a benchmark

See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500.

Make sure your portfolio risk is appropriate to your returns

Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.

Do your taxes in minutes, not days

Doing your taxes used to be a hassle. Not anymore. With our detailed tax report, you have everything you need to file your taxes. See a sample tax report.

Import all your trades in seconds

You don't have to enter your trades manually. Just drag & drop your account statements from your broker or spreadsheets. We do the rest.

Ready to give it a try? Evaluate your portfolio for free.

Try it now

Testimonials 💙

Don't take our word for it. See what our customers have to say.

I'm a paying customer and I'm thrilled with this product; no one has seemed to crack tracking investments from DEGIRO (even DEGIRO themselves have struggled with this), this app gives me a simple breakdown of my performance compared to major indices, and my allocation/diversity split. I'm glad to be using the product and excited to see what features come along in the future.

— Paul Sheridan

I really like your app, actually it looks very much like my local excel sheet, but better 😃

— Denys

Investment tracking platform for my different platforms. I see my investment info in one place. I can easily print and declare tax report to my country authority.

— Linas

Nifty little app to track portfolio over multiple brokers.

Allows me to consolidate my portfolio view in one place, automatically imports trades in a very simple process saving me hours of work.

I haven't used the tax reporting function because I'm only filing again next year but I think it will be a lifesaver.

— Fernando

all my stocks in one app

— Maj

This is an amazing tool

— Dale

Quick, simple portfolio tracking software that allows you to import trades from your broker in order to view detailed statistics on your performance. It has been designed with my broker (Degiro) in mind.

— Tom

It's easy to use, easy to import transactions and I can quickly see my portfolio's stats. I haven't found any other web app that does what this web app does as well.