Total Return
Know your true performance.
GIPS-compliant Modified Dietz calculations — capital gains, dividends, fees, and FX attribution. The same methodology institutional fund managers use.

Everything you need to invest with conviction.
Platform
Total Return
GIPS-compliant Modified Dietz calculations — capital gains, dividends, fees, and FX attribution. The same methodology institutional fund managers use.

Communities
Join private or public investment communities. Benchmark your performance against peers, share insights, and learn from the best.

Technical Analysis
Technical ratings, interactive charting, and e-mail notifications so you never miss a momentum shift.

Fundamental Analysis
Full earnings call transcripts and financial data. Research like a Wall Street analyst — without the overhead.

Capabilities
See your proportional share of each company’s revenue and income.
Separate currency impact from stock performance using ECB rates.
Analysis grounded in your actual holdings and earnings transcripts.
Compare revenue, margins, and valuations across companies.
Get notified when technical signals fire on your watchlist.
Track portfolios separately with independent benchmarks.
Integrations
Sync automatically or import transactions manually from any brokerage.
+ 15 more brokerages supported
Pricing
Start free. Upgrade when you need automatic sync.
FAQ
Yes. Portfolio tracking, CSV import, analysis tools, AI insights, and communities are free. No credit card required.
Brokerage connections are strictly read-only. We never see your login credentials and cannot place trades or move money.
Yes. Cancel from Settings. You keep Pro access until the end of your billing period.
Interactive Brokers, Robinhood, Charles Schwab, Trading212, and 15+ more. CSV import works with any broker.
Join investors who track, analyse, and grow their wealth with tools previously reserved for institutions.