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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.
Your product seems great, keep it up!
Keep up the great work! Your app is great!
Portfolio analytics in one click.
It gives me actionable insights that I cannot find on other platforms that save me money and time.
great app by the way ππΌ
best support ππ
I really love your website, it's simple and elegant which is just what I want and was too lazy to develop myself.
Just found this tool on Reddit. Looks absolutely fantastic. I'm currently trading through Degiro and their UI for portfolio tracking is so awful. I'm especially impressed by your UI.
simple, easy to interpret
lovely UI, love the import from Degiro as well
It allows me to view how my investments perform over time, and compare my performance to simply holding cash
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.