Track Your Investments with Confidence
Powerful portfolio analytics with dividend tracking, contribution heatmaps, and scenario planning. Everything you need to make informed investment decisions.
Portfolio Overview
Total Returns
+173.4%
vs Benchmark
+24.8%
Max Drawdown
-15.2%
Powerful Features for Smart Investors
Everything you need to track, analyze, and optimize your investment portfolio in one place.
Smart CSV Import
Effortlessly import your transactions from any broker with intelligent column mapping. Upload your CSV file and let our smart detection automatically match columns to the right fields.
transactions.csv
125 rows detected
Smart Column Mapping
| Date | Symbol | Type | Quantity | Price |
|---|---|---|---|---|
| 2024-01-15 | AAPL | BUY | 10 | $185.50 |
| 2024-02-20 | MSFT | BUY | 5 | $412.30 |
| 2024-03-10 | GOOGL | BUY | 8 | $142.80 |
Dividend Calendar
Track dividend income over time with visual analytics. See monthly patterns, total yields, and upcoming payments at a glance.
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Total YTD
$4,890
Monthly Avg
$408
Next Payment
Dec 28
Contribution & Returns Heatmaps
Visualize your monthly contributions and portfolio returns with interactive heatmaps. Identify patterns and optimize your investment strategy.
2024
2025
Scenario Calculator
Plan your financial future with retirement scenario modeling. See compound interest effects and simulate withdrawal phases for retirement planning.
Conservative
$520K
6% / 4%
Moderate
$680K
8% / 4%
Aggressive
$780K
10% / 5%
Simple, Transparent Pricing
Start tracking your portfolio today with our free beta access. No credit card required.
Free Tier
No credit card required
Your Data Stays Secure
All data is encrypted and stored securely. Only you can access your portfolio information.
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