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Import your trades with one click and start tracking your dividend income.
Calculate the impact that dividends are having on your portfolio performance.
See how your dividend income evolved in time and which holdings contributed the most.
No more hours spent preparing your taxes. Our tax report shows you everything you need to prepare your taxes.
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.
Track your upcoming dividends so that you can plan which holdings to keep and which to sell.
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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.
Make sure your portfolio is well diversified by breaking it down by asset class, region and sector
See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500.
Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.
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.
You don't have to enter your trades manually. Just drag & drop your account statements from your broker or spreadsheets. We do the rest.
Don't take our word for it. See what our customers have to say.
β¬Β 0 /month
or β¬Β 0/year
Recommended
β¬Β 8 /month
or β¬Β 72/year 25% off
Ask us at [email protected] or via the chat.