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Track Your Investment Portfolio In One Place
Track your investments in one place with our powerful and easy-to-use application. With features like automatic currency conversion, profits calculation, custom reports, you can say goodbye to the endless spreadsheets, and confusing financial reports.
Features
Our features, including automatic currency conversion, profit calculations, and custom reports, save investors time and provide an organized and efficient view of their portfolios.
- Automatic currency conversion
- We handle all currency conversions, eliminating the need for manual calculations and providing a clear and accurate view of your portfolio in the currency of your choice.
- Automatic profit calculation
- Say goodbye to manual calculations and spreadsheets. With this feature, you'll be able to see every sell transaction outcome in convenient way.
- Secure and private
- We prioritize the privacy of our users and do not collect or use brokerage information, including account numbers and personal details.
- Corporate actions management
- Stay on top of corporate events that can impact your portfolio. We take care of corporate events and make sure your affected positions are promptly adjusted.
- Brokerage statements import
- Easily upload your brokerage statement with just a few clicks. If our automatic import feature does not support your brokerage, or if you choose to enter your transactions manually, you can add them quickly and easily.
- Custom reports
- Generate custom reports for any selected time frame, in the currency of your choice. Whether you're looking for a summary over the past month or year, this feature gives you the flexibility to get the information you need.
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Frequently asked questions
Contact us
For any questions or support needs, we are here to help. Contact us via the form below, and we will be happy to assist you in any way we can.