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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.
Very usefull app to follow one or more portfolios. The support is excellent and help with any questions and issues uploading portfolios. Responses are quick and helpfull.
All in all a reliable portfolio service with good support.
It is simple, yet it has most of the info I value on the same page. Imports are also easy. Really happy. I've just started my journey in investing, so this is very handy.
All brokers are so damn old in terms of UI and UX. This website brings a bunch of fresh air to a static environment.
I have been using your product for over a year now. It is the best out of the list of portfolio management tools that can handle imports from Degiro.
Very useful and good for keeping an eye on my portfolio. Of course there is some room for improvement, but Jakub is working on it constantly. Live stock prices would be great for example. Jakub is quick in his responses. There was a ticker in my portfolio with the wrong price and he had changed it within minutes. Importing from De Giro goes flawless, better than some other trackers. Trade Republic had to be added manually, because TR has no possibility to export my transactions to a CSV or PDF. Took me some time, but all tickers were there! Also all Dutch stocks, just Simple!! To support Jakub and his good work I even pay now for Premium.... He deserves the stars!
Clean, effective, easy-to-use... I love it.
An amazing tool to easily track the performance of your portfolio. Very simple to use, keeps track of the metrics you care about (total return, cashflow, return above benchmark, etc), and the ability to share the portfolio with other people is a great way to discuss your performance in a simple and articulate way. The support is also phenomenal if you have any issues or questions.
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.
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 gives me a clear insight into my performance, sectors I have invested in and helps me understand the weaknesses and strengths of my portfolio.
A simple way to track your investments, including dividends. It shows clearly and in a simple way all my investments.
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
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