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.
Great product by the way. I am enjoying using it and now I have a much better overview than before.
to be honest the fast response is amazing. I’ll keep the subs up.
I have tested many such tools, but in my opinion this is one of the best available on the market. Easy to use, data is correct and the developer is very helpful.
Interactive Broker's semi-automatic import works great.
Great tool to track your holdings
Adding to what others have said:
A very usable, very affordable alternative to the more complex platform.
You get a very good overview of your portfolio, its holdings, the upcoming dividends, and some more detailed analysis tools.
Jakub is very responsive and happy to include your suggestions.
The tool complements my trading platform perfectly and I warmly recommend it.
It allows me to stay on top of my investment portfolio, enabling to make informed investment decisions.
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.
You have built a wonderful tool - the analytics have really helped me understand my portfolio a bit better. You should be very proud of your work!
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.
I really like your service cos Degiro's tracking is kind of bad.
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.
$0 /month
or $0 /year
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.