See all your realized gains and dividend income
See your short- and long-term realized gains and dividend income broken down by country.
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.
it's incredibly good
lovely UI, love the import from Degiro as well
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.
The only app which lets me import most of my portfolios and see true performance for free.
A simple way to track your investments, including dividends. It shows clearly and in a simple way all my investments.
You are the only app that gives really good yearly and monthly performance overview.
A portfolio tracker with very accurate calculation of yields.
Simple and does exactly what it promises.
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.
Just found this tool on Reddit. Looks absolutely fantastic. I'm currently trading through Degiro and their UI for portfolio tracking is so awful. I'm especially impressed by your UI.
$0 /month
or $0 /year
$9 /month
or $90 /year 2 months for free
Ask us at [email protected] or via the chat.