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Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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.
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.
You no longer have to manually enter your dividends into a spreadsheet. All dividends and other corporate actions get automatically imported into your portfolio.
Track your upcoming dividends so that you can plan which holdings to keep and which to sell.
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.
I love this product
Fantastic application! I'd go as far as to say it's the best on the market. It effortlessly allows you to consolidate all your accounts in one place, and everything runs smoothly and quickly.
Furthermore, the customer support is excellent. While I'm looking forward to seeing more features added in the future, it already excels in handling tax-related tasks and providing general analytics.
Easy way to see investment graphs.
I have tested many such tools, but in my opinion this is one of the best available on the market. Easy to use, data is correct and the developer is very helpful.
Interactive Broker's semi-automatic import works great.
Simple tool to easily see my current portfolio and per annum returns.
Thanks a lot for this app... I've been looking to something like this for some time...
Great application for tracking your portfolio over longer periods of time and getting useful metrics on the performance of your portfolio.
great job building and launching this thing. I love how easy/intuitive you've made the whole thing. especially ingesting data πββοΈ
You are scaring me with your customer focus. Seriously though, in this day & age when no one really cares about customers, this is highly refreshing.
By the way, kudos to your work. I have been looking for an app/website for a long time to track portfolio based on Europe stocks and your website has all I am looking for π
β¬Β 0 /month
or β¬Β 0/year
Recommended
β¬Β 8 /month
or β¬Β 80/year 2 months for free
Ask us at [email protected] or via the chat.