Upload your CSV from your broker — no connection, no API access. P&L, dividend and diversification in one place.
Free during the beta · No credit card required
From CSV to full insight in three steps.
Download your transaction and account overview from your broker. On DEGIRO you'll find this under "Activity".
Our parser recognizes transactions, deposits and currencies automatically. Drag your file in and you're done.
Live P&L, dividend, positions and diversification — instantly available on your dashboard.
Everything you need to understand your portfolio.
Deposits are never counted as profit. Unrealized and realized P&L shown separately. FIFO cost basis, MWRR & TWR toggle with benchmark overlay.
Automatic 15-min refresh during market hours. Central caching, always up to date.
Historical dividend per month, yield on cost per position, 12-month forecast.
Four donut charts: sector, region, currency and asset class. Concentration warnings when a single position exceeds 25%.
DEGIRO, Saxo Bank and Trading 212. Idempotent — no duplicate rows.
Filter by type, date and ticker. Fee transactions shown separately. CSV export.
Calculate compound interest with monthly contributions and growth projection.
No broker connection, no API access. CSV-only upload. Data stored encrypted in the EU. Full data export as JSON and delete your account in one click.
TOTP-based 2FA with recovery codes. Extra security for your account.
One plan with all features. Choose monthly or save with an annual subscription.
DEGIRO, Saxo Bank and Trading 212. IBKR and eToro are coming soon. More brokers are being added continuously.
Yes. We never ask for your broker login credentials. All data is stored encrypted in the EU. You can export or delete everything at any time.
Send us a message with your broker and a sample CSV. We'll look into how quickly we can add it.
During the beta, StockQuarters is completely free to use. After the beta, pricing will be €5.99/month or €59/year.
Yes, always. Transactions as CSV, and you can download your full account as JSON or delete it.
Quotes are centrally cached and delayed by a maximum of 15 minutes. Sufficient for portfolio overview.
Deposits and withdrawals are cash flows and are never counted as profit or loss.
Yes. Upload CSV files from different brokers — they are merged into one portfolio.
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