From P&L calculations to dividend calendar. Built for investors who want to understand their portfolio — not just track it.
Portfolio value, unrealized and realized P&L, daily change. Deposits and withdrawals are never counted as profit.
Historical payouts, yield on cost per position, 12-month forecast and a visual dividend calendar.
Insight per sector, region, currency and broker. See immediately if you're overexposed in one area.
Upload CSV files from DEGIRO, Saxo or Trading 212. They are automatically merged. IBKR and eToro coming soon.
No API connection, no broker login. You only upload a CSV. Data encrypted in the EU. Export or delete whenever you want.
Closing prices, refreshed automatically once a day after market close. Centrally cached, so your portfolio value is always up to date to the last close.
Deposits are never counted as profit. Unrealized and realized separate. FIFO cost basis.
Personal return (MWRR) and time-weighted (TWR). Choose your perspective.
Compare your return with AEX, S&P 500 or MSCI World on the same chart.
Historical dividend per month, yield on cost per position, forecast and calendar.
Four donut charts: sector, region, currency and asset class. Concentration warnings.
DEGIRO CSV, Saxo Bank XLSX, Trading 212. IBKR and eToro coming soon. Idempotent.
Filter by type, date and ticker. Fee transactions separate. Exportable as CSV.
Calculate compound interest with monthly contributions and growth projection.
Calculate maintenance margin and buffer. Stress test on price decline.
TOTP 2FA with recovery codes. Extra security for your account.
Full JSON export of your data. Delete account + data in one click.
No broker connection, no API access. CSV-only. EU storage.
Cost basis method (FIFO/LIFO), base currency and timezone configurable.
Automatic ticker normalization across brokers. Sector & asset class annotation.
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