Comprehensive Features for Smarter Investment Tracking
Explore the tools and insights designed to simplify and enhance your portfolio management experience.
Company events
Stay on top of critical changes to your investments.
Handles stock splits
Automatically adjust your portfolio for stock splits and reverse splits.
Tracks dividend payouts
Monitor your dividend income and its contribution to your returns.
Market coverage
Diverse asset support for a truly global portfolio.
Thousands of stocks, funds globally
Access data for a wide range of publicly traded assets.
Supports cryptocurrencies
Track Bitcoin, Ethereum, and other top cryptocurrencies.
Supports cash holdings
Keep track of your cash across multiple currencies.
Add custom assets (private stocks, property)
Include private investments and non-traditional assets.
Transaction data
Flexible ways to add and manage your holdings.
Import CSV files
Easily import transactions from brokers or spreadsheets.
Add holdings manually
Enter your investments directly, down to the smallest detail.
AI Features
AI-driven tools to enhance your decision-making.
ChatGPT with context around your holdings and the company financials
Ask intelligent questions about your portfolio or specific assets.
Summarize news
Get concise updates on market events affecting your holdings.
Reporting
Powerful analytics to keep you informed.
Project future dividend payouts
Estimate future passive income with precision.
Track eligible dividends
Track historical dividend payments and their impact on your returns.
Realized G/L
Analyze your actual profits and losses from trades.
Unrealized G/L
Track potential gains or losses in your current holdings.
Fees paid
Understand how much you're paying in fees and optimize costs.
Historical performance
Review your portfolio's growth and changes over time.
Start Tracking Smarter Today.
Join now and see how AI-driven insights can make a difference in managing your portfolio.
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