Understand your portfolio's performance
Track 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.
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Track 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.
See your annualized portfolio performance over any period and break it down to capital gains, dividend yield and fees ratio.
See how your brokerage fees impact your long-term returns.
See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500 or MSCI World index.
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.
Make sure your portfolio is well diversified by breaking it down by asset class, region and sector
Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.
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.
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.
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.
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.
Just the tool I was looking for. Really love where this is going man. It's badly needed as Degiro has nothing that is really helpful. Thanks again for taking the time to build this!
I tested your app today and I am pretty impressed. It's much better than some other third party apps that I tried (Beanvest, Portfolio Performance or Zeus to name a few).
Your site is beautiful.
The simplest, most straightforward
I logged in every portfolio tracker I could find and will stay with this one. Very ergonomic, straightforward, relevant KPI easily accessible. Great job from the creator. Looking forward to the updates coming. Very new yet very promising.
FYI: I am using DEGIRO.
Demystifies broker statements
The only app which lets me import most of my portfolios and see true performance for free.
best support 👍👍
Overall great app and awesome support
Overall great and "simple" way of tracking portfolio. Free features are good.
Support and replies to inquiries are adequate and timely and have lead to satisfactory conclusions on multiple occasions.
stupid simple
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.
