The portfolio platform
retail investors deserve.
Track every stock, ETF, bond, derivative and crypto position across every broker and currency. Measure it with the TWROR and IRR professional fund managers use — and research any company with AI reports that read the filings for you.
Research any company
like an analyst would.
Know a company before you buy it — in minutes, not a weekend of reading annual reports. Catalysts, scenarios and seven investing lenses, every claim sourced, plus how it fits your own portfolio.
The research file, done for you.
The research an analyst would put together — from the company’s own filings, results and earnings calls — ready when you need to decide.
- What moved the company, and the catalysts that could move it next
- Bull, base and bear scenarios — with what each one depends on
- Seven lenses, from Value to Technical, that show where the evidence disagrees
- Every claim tied to a source you can check
- Your fit: your position, your allocation and the benchmark you choose
A complete 25-page sample PDF report on NVIDIA — no sign-up needed.
Research, not advice: reports never tell you to buy, sell or hold.
Everything you need.
Nothing you don’t.
Built around the numbers and the research real investors run their portfolios on.
Every broker, one portfolio
Import from XTB, Interactive Brokers, DEGIRO, Trading 212 and Portfolio Performance — Coinbase, Kraken, eToro and Revolut coming next.
Multi-currency, done right
Every account in its own currency, everything reported in yours — exchange rates handled for you.
TWROR + IRR
The time-weighted and money-weighted returns professional fund managers use — for your whole wealth or a single position.
Statement of assets
Everything you own, consolidated — on any date you choose, with data-quality checks that flag missing prices and FX.
Payments & dividends
Every dividend, coupon and interest payment, with the tax withheld broken out, month by month.
Research every holding
Financial statements, earnings, analyst forecasts and P/E — trailing and forward — for every company you own or follow.
Allocation & rebalancing
Classify holdings your way, set target weights, and see the exact trades to get back on target.
Currency exposure
See how much of your wealth depends on each currency, across every account and broker.
Savings & RSUs
Savings accounts, term deposits and RSU grants, tracked next to your investments.
Build your portfolio
in three steps.
Bring in your brokers.
Drop in the statements your brokers already give you — no passwords, no bank connections. Trades, dividends, fees and currency conversions arrive ready to analyse.
- Importers built for each broker, not a generic CSV
- Re-import any time — nothing is ever counted twice
- Every account and currency from day one
See the full picture.
Holdings consolidate across accounts and currencies. A single statement of assets shows what you own, where it lives, and how the data quality stacks up.
- Consolidated holdings view across all brokers
- Historical balance replay on any date
- Data quality flags for missing prices & FX
Measure what matters.
Real TWROR neutralises your cash flows so you see your investment skill, not your timing luck. IRR shows what your money actually earned. Per-security drilldowns answer “which positions are pulling weight?”
- Time-weighted return (TWROR) and IRR side by side
- Per-position drilldown: which holdings are pulling their weight
- Compare against 33 market benchmarks — coming soon
Start tracking like a pro.
Without paying like one.
Set up your first portfolio in under five minutes. No credit card. No upsell-walls on the calculations that matter.