/02·2Products · Portfolio

You type what you bought, when and for how much. Portfolio does the maths: what it's worth now, what you put in, the fees you paid and how fast it really grew.

Open Portfolio ↗ See the plans

Three subscriptions

Start with Basic. Grow into Max.

Pick a plan to open it. Every tool has a live demo on a sample portfolio.

3-day trial on Pro & MaxBasic included forever

01 Basic €0 forever · (04) tools Save and grow. Explore Basic Seen ✓ 02 Pro €10 per month · (05) tools For people who pick their own. Explore Pro Seen ✓ 03 Max €20 per month · (03) tools Analytics, like the pros. Explore Max Seen ✓

/01Basic(04) tools

Your journal, your portfolio and the everyday planners. Goals, debt, dividends and fund fees at a glance, included for every member.

€0forever

01/ 04Basic

Debt Payoff Planner

See the day you are debt-free.

Borrowed capital, the interest ticking on it every day, and how fast it is being paid back.

Try the live demo

02/ 04Basic

Goal Planner

Are you on track for your big number?

Set the number, the date and the monthly amount. The planner tells you honestly if the maths works.

Try the live demo

03/ 04Basic

Dividend Calendar

Your passive income, month by month.

Every payout you can expect this year, laid out on one calendar.

Try the live demo

04/ 04Basic

Fee Analyzer

What fees will cost you over 30 years.

Half a percent looks small. Compounded over three decades it is not.

Try the live demo

End of Basic

Pro

Next: For people who pick their own.

Back to the plans

/02Pro(05) tools

Habits, simulated portfolio reactions, family sharing and trade scorecards. Get your own decisions checked.

€10per month

01/ 05Pro

Mistake Detector

Spots the habits that cost you money.

Selling winners too early, holding losers too long. It finds the pattern in your own log.

Try the live demo

02/ 05Pro

What-If Simulator

Simulate moves, see the reaction.

Try the trade on paper first and watch how the whole portfolio responds.

Try the live demo

03/ 05Pro

Family Portfolio

Household net worth in one view.

Every account in the family, rolled into a single honest number.

Try the live demo

04/ 05Pro

Rebalancing Assistant

Exactly what to buy or sell.

Pick your target mix. Get the precise orders to get back to it.

Try the live demo

05/ 05Pro

Trade Scorecard

Win rate, profit factor, your real edge.

Every closed trade graded, so you know whether the edge is skill or luck.

Try the live demo

End of Pro

Max

Next: Analytics, like the pros.

Back to the plans

/03Max(03) tools

Risk-adjusted returns, true diversification and tax-loss harvesting. Sixteen advanced ratios, arranged your way.

€20per month

01/ 03Max

Risk Report

Sharpe, drawdown and beta.

The numbers professionals use to judge a portfolio, calculated from your raw transaction log.

Try the live demo

02/ 03Max

Diversification Check

Are you really spread out?

Ten funds can still be one bet. See the overlap hiding underneath.

Try the live demo

03/ 03Max

Tax-Loss Harvester

Turn this year's losses into savings.

Find the positions worth selling before year end, and what it saves you.

Try the live demo

End of Max

That's all three.

Back to the plans

Every plan includes

A clearer view of your portfolio.

No bank or broker connection. Add entries yourself, or import your whole history from a broker statement.

Interactive BrokersZerodhaGrowwAngel One

01

Live scoreboard

Net worth, total invested, fees and XIRR, recalculated from the raw transaction log in EUR, USD or INR.

02

Debt clock

The borrowed capital, the interest ticking on it every day, and how fast it is being paid back.

03

Just talk to it

Say "I bought €500 of ASML today" or "how am I doing?". Anything that changes your journal is shown to you before it is saved.

Your first trade, on the record.

Signing up, your portfolio, your journal and the wallpapers all come with Basic. Anything you use on Basic stays on Basic.

Open Portfolio ↗ Learn the tools first