BetaJune 2026Beta
Private beta — first release
- CSV/XLSX import for DEGIRO, Saxo Bank and Trading 212 — idempotent, no duplicate rows
- Dashboard with portfolio value and unrealized & realized P&L (deposits and withdrawals as cash flows, never as returns)
- Dividend tracking: per month, yield on cost, 12-month forecast and calendar
- Diversification donuts (sector, region, currency, asset class) with concentration warnings
- Performance: MWRR and TWR with benchmark overlay (AEX, S&P 500, MSCI World)
- End-of-day prices, refreshed automatically once a day
- Compound interest and margin calculators
- Full data export (JSON/CSV), one-click account deletion and two-factor authentication