Save time and money on taxes
Doing your taxes used to be a hassle. Not anymore. With our detailed tax report, you have everything you (or your accountant) need to optimize and file your taxes.
Existing customer? Sign in
Doing your taxes used to be a hassle. Not anymore. With our detailed tax report, you have everything you (or your accountant) need to optimize and file your taxes.
See your short- and long-term realized gains and dividend income broken down by country.
Harvest your tax losses with our unrealized gains report.
No more hours spent preparing your taxes. Our tax report shows you everything you need to prepare your taxes.
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 better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
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
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.
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.
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.
A way to actually see my percentage gains in DEGIRO. LOL.
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.
Nifty little app to track portfolio over multiple brokers.
Allows me to consolidate my portfolio view in one place, automatically imports trades in a very simple process saving me hours of work.
I haven't used the tax reporting function because I'm only filing again next year but I think it will be a lifesaver.
Thanks a lot for this app... I've been looking to something like this for some time...
Simple app to track my ETFs, stocks and crypto in one place. No more excel.
It's easy to use. Many other apps are to complicated for small, passive investors.
Keep up the great work! Your app is great!
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.
The tool is great.
I'm doing my tax report and using your app to help me! Thanks!
Intuitive and useful platform
Easy to use and does exactly what I wanted it to do for free. Very quick and effective responses from support team when I ran into issues
$0
One-time payment per tax year.
$55
One-time payment per tax year.
$109
One-time payment per tax year.
$219
One-time payment per tax year.
Ask us at [email protected] or via the chat.
