The portfolio platform
retail investors deserve.
Track every stock, ETF, bond, derivative, crypto and real-estate position across every broker and currency. Get the same TWROR and IRR calculations professional fund managers use — not naive ROI.
Everything you need.
Nothing you don’t.
FolioCenter is opinionated. Built around the calculations and views that real investors run their portfolios on.
Multi-broker tracking
Import from IBKR, Degiro, XTB, Trading 212, Revolut and any CSV format. Holdings consolidate automatically across accounts.
Multi-currency, done right
4-layer currency hierarchy: fund → portfolio → account → transaction. We never sum across currencies without conversion.
TWROR + IRR
Institutional-grade time-weighted and money-weighted returns. The same math GIPS-compliant fund managers use.
Statement of assets
Holdings table, historical balances, and a data-quality view that flags incomplete prices, duplicates, and missing FX rates.
Payments & dividends
Track every dividend, coupon and interest payment. Gross / tax / net broken out, projected income forward, monthly heatmaps.
Currency exposure
See the real currency mix of your portfolio — including FX inside ETFs and ADRs. Hedge with conviction, not vibes.
Historical balances
Replay your portfolio on any date. End-of-month NAV snapshots, drift analysis, and corporate-action-aware holdings history.
Per-security performance
Drill into any position to see TWROR, total return with dividends reinvested, holding period, and currency breakdown.
Rebalancing soon
Taxonomy-driven target allocations. Tax-aware rebalancing suggestions with cash-flow-first ordering.
Build your portfolio
in three steps.
Connect your brokers.
Drop in a CSV, Excel, or PDF statement — or use a native import for IBKR, Degiro, XTB, Trading 212 and Revolut. Your trades, dividends, fees and FX conversions are normalised automatically.
- Native broker parsers (no manual entry)
- Duplicate-detection on re-imports
- Multi-account & multi-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
- Benchmark vs MSCI World, S&P 500, custom indices
- Currency-exposure decomposition (incl. inside ETFs)
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.