Everything you need to track global investments
A complete portfolio tracker built for international investors. Consolidate accounts, track performance, and simplify tax reporting.
Portfolio Management
Multiple Portfolios
Create separate portfolios for different goals — retirement, trading, or family investments.
Multiple Accounts
Add brokerage, bank, and crypto exchange accounts. Track everything in one place.
Multi-Currency Support
Holdings in USD, EUR, GBP, CHF, and KWD. Automatic conversion to your display currency.
All Asset Types
Stocks, ETFs, mutual funds, bonds, crypto, cash, and real estate. One unified view.
Data Import
CSV Import
Import transaction history from your brokerage with a single file upload.
Tracking & Analytics
Real-Time Prices
Current market prices via Alpha Vantage API. See live valuations for all holdings.
Allocation Breakdown
See your portfolio composition by asset type. Understand your diversification at a glance.
Unrealized Gains
Track paper gains and losses per holding. See total portfolio performance.
Realized Gains
Automatic calculation when you sell. Short-term and long-term classification included.
Tax Lot Tracking
FIFO Method
First-in, first-out cost basis calculation
Holding Period
Track days held for ST/LT classification
Cost Basis
Per-lot tracking for accurate gains
Acquisition Date
Track purchase dates per tax lot
Coming Soon
Historical Charts
Performance over time
Auto Refresh
Scheduled price updates
Tax Reports
Schedule D, Form 8949
See it in action
Explore the demo portfolio with sample data to see all features in action.