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
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.
A calendar of every payment, a chart of your income by month and a running estimate of what your holdings should pay over the next 12 months.
Every position with quantity, average cost, current value and unrealised gain, ready to break down by asset, type and currency.
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 and an estimate for the next 12 months.
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.
