Everything the spreadsheet never did.
Imports, currency conversion, fee deduction and tax matching run in the background. You read one clean number.
Live portfolio overview
The real dashboard, not a screenshot. Drag the tiles, resize them, make it yours.
Drag a tile by its handle to reorder, drag the bottom-right corner to resize.
Automated FX & fee deductions
Every trade is converted at its own rate and every commission, spread and currency conversion is subtracted before the return is shown.
- FX impact split out from real performance
- Fee drag shown per position and per year
Multi-broker sync
Read-only API keys or CSV / PDF statements — deduplicated into one timeline.
Tax & capital-gain summarizer
FIFO matching, the 3-year time test and exemption thresholds calculated before you sell — plus an export your accountant can actually read.
See what it saves youDetails that add up
Allocation drilldowns
Asset class, sector, region and currency — with an “Other” bucket you can open.
Dividend calendar
Ex-dates, forward income projections and a monthly payout timeline.
Real estate & cash
Off-market assets and bank balances included in one net-worth number.
XIRR, TWR & benchmarks
Honest performance against MSCI World, S&P 500 and Nasdaq.