Track and visualize your Swissquote portfolio
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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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.
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!
Thanks for the app! This is awesome and at the same time unbelievable that DEGIRO doesn't provide anything like it.
all my stocks in one app
I'm a paying customer and I'm thrilled with this product; no one has seemed to crack tracking investments from DEGIRO (even DEGIRO themselves have struggled with this), this app gives me a simple breakdown of my performance compared to major indices, and my allocation/diversity split. I'm glad to be using the product and excited to see what features come along in the future.
I can finally see my overall portfolio performance at one place. It tracks the fees, so you can optimize your buying strategy. So far I'm fine with the free version, but considering an upgrade, especially for the tax season.
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!
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.
You're doing a great product.
Awesome portfolio tracking tool
Great product. Fast and easy to use, I have all my portfolio numbers always at hand without having to sign in to my broker.
I have been a user for almost two years and support is amazing.
I have been using this platform for a few months and I love it. I mainly use DEGIRO and adding trades is done in 5 seconds, it's very convenient. I love the simple, clear visuals of your portfolio distribution (holdings, sector, region). I could recommend this to anyone who wants real overview of their portfolio.
$0 /month
or $0 /year
Recommended
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.
