Portfolio Manager · Dividend Tracker
A manager for your long-term portfolio and a tracker for your dividend income — with your broker statements imported in seconds.
Free to use. No credit card.
For your long-term shares, ETFs and dividends
Every payment with its withholding tax, an estimate of what your holdings should pay over the next 12 months and a list of the dividends still on their way — confirm each one when it lands in your account.
Shares and ETFs of the catalogue scored from 0 to 100 on yield, dividend safety, growth, quality, price and cost. The score sits on a bar, with the reasons one click away.
Say how much you invest this month and the plan splits it across the best-scored shares and ETFs, with less for what you already hold a lot of.
Totals and allocation on top, then every position with quantity, average cost, current price, value, gain in % and weight — prices of catalogue instruments refresh by themselves.
A timeline of your entries and exits over the price of the instrument, so you can see exactly where a trade worked — or didn’t.
Screens above use sample data for illustration.
Every purchase and sale, grouped by asset with average cost, current value and unrealised gain — in your account currency.
Every payment with withholding tax, yield on cost, a calendar, an estimate for the next 12 months and the payments still on their way.
Shares and ETFs of the catalogue scored from 0 to 100, and a monthly plan that splits what you invest. Information, not advice.
Gains by year and by asset, ready for your tax return.
Bring your history in from a CSV, including Trading 212 Invest and ISA statements with fees, dividends and deposits.
Keep each broker separate, each in its own main currency, with trades in other currencies converted automatically.
Everything here is free to use.
