Track and visualize your Interactive Brokers portfolio
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
Existing customer? Sign in
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.
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.
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.
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.
stupid simple
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.
Your product seems great, keep it up!
The only tool that really works well for me is Simple Portfolio. I love it! It is simple to use, free and neat.
You're doing a great product.
Valuable app for portfolio overview. It works great with DEGIRO exports, so no hassle with manual input.
Even the free version is great for small portfolios!
The support is really great, and very responsive.
Love the website, very simplistic and useful.
Great application for tracking your portfolio over longer periods of time and getting useful metrics on the performance of your portfolio.
€ 0 /month
or € 0/year
Recommended
€ 8 /month
or € 80/year 2 months for free
Ask us at [email protected] or via the chat.
