See all your realized gains and dividend income
See your short- and long-term realized gains and dividend income broken down by country.
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.
Optimize your taxes
Harvest your tax losses with our unrealized gains report.
Prepare your taxes in minutes, not days
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.
There's more...
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.
Track your portfolio's performance
Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.
Track your dividend income
You no longer have to manually enter your dividends into a spreadsheet. All dividends and other corporate actions get automatically imported into your portfolio.
Plan ahead with the dividend calendar
Track your upcoming dividends so that you can plan which holdings to keep and which to sell.
Make sure your portfolio is diversified
Make sure your portfolio is well diversified by breaking it down by asset class, region and sector
All your investments in one place
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.
Compare your portfolio to a benchmark
See how would your portfolio perform if you invested the same amounts in a benchmark of your choice such as S&P 500.
Make sure your portfolio risk is appropriate to your returns
Track your portfolio risk, see your risk-adjusted return and compare it to a benchmark.
Import all your trades in seconds
You don't have to enter your trades manually. Just drag & drop your account statements from your broker or spreadsheets. We do the rest.
Ready to give it a try? Evaluate your portfolio for free.
Try it nowTestimonials π
Don't take our word for it. See what our customers have to say.
It allows me to stay on top of my investment portfolio, enabling to make informed investment decisions.
great app by the way ππΌ
Great app! Finally I can see the true return (p.a.) of my whole portfolio presented in a simple and understandable way. It works with Degiro exports and it's free!
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.
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.
It just works.
I can track the performance of my portfolio and understand its breakdown so that I know where to make new investments.
It automatically parses the trades I import from DeGiro and then automatically keeps track of the evolution of each position, dividends, etc. without any effort from my side. It is also great not to have to worry about currency conversions
Easy way to see investment graphs.
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.
Great porfolio app to track performance of your portfolio.
I can see performance by year and sector allocation, plus costs for transactions.
Easy drag and drop import from Degiro.
Looks really clean!
Tax report pricing
Free
$0
One-time payment per tax year.
- 25 transactions
- Unlimited brokerage accounts
- Chat support
Small
$55
One-time payment per tax year.
- 100 transactions
- Unlimited brokerage accounts
- Chat support
Medium
$109
One-time payment per tax year.
- 1,000 transactions
- Unlimited brokerage accounts
- Chat support
Large
$219
One-time payment per tax year.
- 100,000 transactions
- Unlimited brokerage accounts
- Chat support
Questions?
Ask us at [email protected] or via the chat.