Free
$0 /month
or $0 /year
- Unlimited trades
- Unlimited brokerage accounts
- 1 portfolio
- Performance tracking
- Automatic dividend & split tracking
- Chat support
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.
I'm doing my tax report and using your app to help me! Thanks!
Top application - really unique and trustworthy!
Demystifies broker statements
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.
I really love your website, it's simple and elegant which is just what I want and was too lazy to develop myself.
great UI, and clarity... I was kind of wishing that DeGiro would have this as a standard (but they don't seem to have any performance reporting).
I really like your app, actually it looks very much like my local excel sheet, but better π
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.
Quick, simple portfolio tracking software that allows you to import trades from your broker in order to view detailed statistics on your performance. It has been designed with my broker (Degiro) in mind.
it's an impressive app and I'm a happy customer
$0 /month
or $0 /year
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.