Calculate the impact that dividends are having on your portfolio performance.
See your dividend breakdown
See how your dividend income evolved in time and which holdings contributed the most.
Prepare your taxes in minutes
No more hours spent preparing your taxes. Our tax report shows you everything you need to prepare your taxes.
Import your trades from the following brokers, from a CSV file or add them manually.
Plan ahead with the dividend calendar
Track your upcoming dividends so that you can plan which holdings to keep and which to sell.
Track your portfolio's performance
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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.
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.