Everything you need to understand your portfolio
Track 8 asset types, analyze performance, plan for financial independence, and see exactly what you own — all in one platform.
Track, import, and organize
The foundation: multi-asset tracking with smart data import.
Dashboard
Net worth, allocation, and performance at a glance. Track gains and losses across all asset types with configurable time periods — 1 week, 1 month, 3 months, 6 months, 1 year, YTD, or all time.
Net worth, allocation, and performance at a glance.
Multi-Portfolio
Organize investments by account, strategy, or goal. Each portfolio has its own performance, allocation, and income tracking, while the dashboard shows unified totals across all of them.
Organize investments by account, strategy, or goal.
Transaction Tracking
Full ledger across all assets and portfolios. Filter by asset, type, date, or amount. Track cost basis, realized gains, and corporate actions like stock splits. Every transaction links back to its source import.
Full ledger across all assets and portfolios.
Income Tracking
Dividends, interest, rent, and distributions. Record expected and actual income. Monthly heatmap visualization, payment date forecasting, and income goal tracking with progress indicators.
Dividends, interest, rent, and distributions.
Broker & Bank Imports
Import from 20+ brokers and banks automatically. CSV, Excel, MT940, CAMT.053, PDF, and JSON formats. Smart column auto-detection with confidence scoring. Optional API connections to DEGIRO and Interactive Brokers for automatic syncing.
Import from 20+ brokers and banks automatically.
Analyze, compare, and plan
Powerful analytics that help you make informed investment decisions.
Benchmark Analysis
Compare returns against market indices. View relative performance over multiple time periods against the S&P 500, MSCI World, and more. Create a custom blended benchmark that matches your target allocation and see tracking error metrics.
Compare returns against market indices.
Income Analysis
Deep analytics on passive income streams. Annual income overview, growth trends, monthly run-rate projections, upcoming payment forecasting, yield metrics, and dividend growth analysis. Set income goals and track progress.
Deep analytics on passive income streams.
FIRE Calculator
Plan your financial independence with Monte Carlo simulations. Calculate your FIRE number, track progress, and project years-to-FI. Customize withdrawal rate, expected returns, and contributions. Pension income (AOW) is integrated and offsets your FIRE number automatically.
Plan your financial independence with Monte Carlo simulations.
Portfolio X-ray
See every company you really own, inside your ETFs too. Look-through analysis opens your ETFs up into the companies they hold and adds them to the stocks you bought yourself, so a company you own both ways shows as one position. See your largest companies and your sector and country split next to MSCI World.
See every company you really own, inside your ETFs too.