Track and visualize your TradeStation Global 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.
The simplest, most straightforward
I logged in every portfolio tracker I could find and will stay with this one. Very ergonomic, straightforward, relevant KPI easily accessible. Great job from the creator. Looking forward to the updates coming. Very new yet very promising.
FYI: I am using DEGIRO.
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.
Thanks for creating this app. It helps me consolidate my different Portfolios into one place. I had difficulties in the past trying to consolidate Trading 212 and Degiro. Your app is the only app that can do this almost accurately.
easy way to track your dividends
Love the website, very simplistic and useful.
Worked like a charm
I tested your app today and I am pretty impressed. It's much better than some other third party apps that I tried (Beanvest, Portfolio Performance or Zeus to name a few).
After testing various trackers, I decided on SP. I have many stock positions at Interactive Broker and Degiro, importing via CSV was an important point for me. None of the trackers did better than SP, even the market leader ($24/month) didn't import many stocks.
The site is informative due to various evaluation options and has everything you need. You have instant support directly from the developer, Jakub answers all questions. The roadmap for further feature development looks good. After a short time I was convinced and booked the full version for $8.
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 product by the way. I am enjoying using it and now I have a much better overview than before.
€ 0 /month
or € 0/year
Recommended
€ 8 /month
or € 80/year 2 months for free
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