How much did you actually earn this year? Answer in 60 s.
Across brokers, dividends and taxes, the real result is hard to see. Here it is. In your currency. No guesswork.
Import a statement from Interactive Brokers, Freedom24, Exante or XTB — or load a 5-year demo portfolio in one click.
Why you don't see your real result
What's my real total — across all my brokers?
You log into Interactive Brokers, then Trading 212, then Binance — and assemble the picture in your head. Or in a spreadsheet you stopped updating two months ago.
Did my strategy actually beat the S&P 500?
You buy individual stocks, ETFs, crypto — would just holding VOO have earned you more? Without honest tracking, it's a gut feeling. Usually a wrong one.
Am I actually accounting for dividends, splits and withheld tax?
Real return isn't just price change. Dividends, withheld taxes, corporate actions — each of them quietly reshapes your result.
How much did I get in dividends this year?
Brokers show payouts as separate rows in the history. How much that adds up to per quarter, per year, or since day one — figure it out yourself. Across currencies. Already after withholding tax.
What you get
The boring, accurate parts — already done, so you can focus on decisions.
Real return, not just on paper
FIFO realized gains, unrealized P&L, dividends, fees and historical FX rates — all combined into a number you can trust.
Month by month — like a fund report
A clean grid showing every month, every year and the total. Which month was your best? Which year hurt? See it at a glance — like a fund report on your own portfolio.
Splits, mergers, dividends — handled
Stock splits adjust your lots. Mergers and spinoffs transfer cost basis. Cash dividends, withholding tax, return of capital — each in its place. Your history stays correct.
An AI that knows your portfolio
Not generic advice — answers based on your own trades. Ask in your own words (“How much did I earn last year?”, “Which asset hurt me the most in 2023?”) and get a concrete number.
Don't retype five years of trades
Drop in a statement from Interactive Brokers, Freedom24, Exante or XTB — the format is recognized automatically. Other brokers go through a generic CSV import. Review every row, fix what you want, save only what you confirm.
Questions and answers
Is it really free?
The free plan covers one portfolio with full tracking — real return, dividends, splits, FX, the works. Premium unlocks unlimited portfolios and unlimited use of the AI assistant.
How is this different from my broker?
Your broker only sees what's inside that broker, and computes return by its own rules — which often get tangled in partial sales, transfers and corporate actions. With three brokers you get three inconsistent pictures. The tracker merges everything into one consistent number: your real return, in your currency, with FX, dividends and taxes properly accounted for.
Which brokers can I import from?
Interactive Brokers, Freedom24, Exante, XTB — drop in the broker statement and we recognize the format automatically. For anything else there's a generic CSV import, and you can always add transactions manually.
What can I track besides stocks and ETFs?
Crypto works out of the box with automatic prices. Beyond that, you can add custom assets for anything — real estate, land, private loans, collectibles. You set the value, we keep the history.
How long does it take to set up?
Seconds. Import a broker statement and you're done in about ten seconds. Or load a 5-year demo portfolio in one click and explore the dashboard right away — before you commit to anything.
Is it safe to upload a broker statement?
Yes. A statement is just a list of your trades — no logins, no passwords, no access to your broker account. We parse it, show every row for review, and save only what you confirm. You can delete any transaction, the whole portfolio or your entire account at any moment.
What about my data?
They're yours. Delete a transaction, a whole portfolio or the entire account whenever you want — no questions asked.
How do I get in touch?
Questions, feedback, partnerships, a broker we don't yet support — write to [email protected] or ping @ybalashkevych on Telegram. Usually a reply within a day.
Stop guessing. Start knowing.
Import your portfolio in 60 seconds — or load the demo in one click. Free, no card required.
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