“it's incredibly good”

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.

See all your realized gains and dividend income

See your short- and long-term realized gains and dividend income broken down by country.

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.

Track your portfolio's performance

Get a better view of your stocks, ETFs, and cryptocurrencies with an easy-to-use portfolio tracker.

Simple Portfolio dividend income breakdown

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 now

Thanks for the app! This is awesome and at the same time unbelievable that DEGIRO doesn't provide anything like it.

— Marco

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.

— Pietro

Investment tracking platform for my different platforms. I see my investment info in one place. I can easily print and declare tax report to my country authority.

— Linas

A simple way to track your investments, including dividends. It shows clearly and in a simple way all my investments.

— Oriol

Degiro does not give a good tax report but with your app it was easy to get it.

— Mans

Nice UI analytics interface on top of the limited performance data that my broker provides.

— Niklas

A way to actually see my percentage gains in DEGIRO. LOL.

— Paul

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.

— Richard Krauss

I enjoy your application.

— Dennis

Great application for tracking your portfolio over longer periods of time and getting useful metrics on the performance of your portfolio.

— Peter Phelan

See all testimonials →

Free

$0 /month

or $0 /year

Unlimited trades
Unlimited brokerage accounts
1 portfolio
Performance tracking
Automatic dividend & split tracking
Chat support

Premium

Recommended

$9 /month

or $90 /year 2 months for free

Unlimited trades
Unlimited brokerage accounts
5 portfolios
Performance tracking
Automatic dividend & split tracking
Holding analysis
Portfolio benchmarking
Dividend calendar
Advanced dividend analysis
Portfolio breakdown
Portfolio risk analysis
Tax reporting
Chat support

Questions?

Ask us at [email protected] or via the chat.