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.
lovely UI, love the import from Degiro as well
Degiro does not give a good tax report but with your app it was easy to get it.
Last week I showed the app to a friend and he loved it!
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.
The dashboard that my broker lacks to provide.
Better insights in my statistics without going through a lot of hassle.
Investment tracking platform for my different platforms. I see my investment info in one place. I can easily print and declare tax report to my country authority.
Simple and does exactly what it promises.
The app looks so sharp! Thank you for building this!
Just wanted to say I love the improved platform. It makes me super excited 🙂
Simple, clean and excellent customer support. Good functionality in the free version and even better in the premium subscription. Importing Degiro portfolio is very easy and it just works. Some ISINs not yet supported but customer service replied very promptly that this is in the making. Better functionality compared to other free and paid solutions out there and very helpful given Degiro's poor built-in reporting.
€ 0 /month
or € 0/year
Recommended
€ 8 /month
or € 72/year 25% off
Ask us at [email protected] or via the chat.
