Every view,
up close.
A guided tour through the seven core surfaces of FolioCenter. No staged demos — these are the views you’ll be looking at every day.
Global dashboard.
Your portfolio at a glance: net worth, TWROR YTD, IRR since inception, dividend run-rate, and the chart that matters most.
Four KPIs, not forty
The numbers that change how you act — not vanity metrics.
One base currency
Everything reported in your reporting currency, FX baked in.
Benchmark inline
Always compared to MSCI World (or your chosen index).
Holdings · statement of assets.
Every position, consolidated across brokers and currencies. Sortable by any column, drillable into source transactions.
Cross-broker
Same security, two brokers — consolidated automatically.
Average cost
FIFO or moving average, your choice, FX-adjusted.
Drill down
Click any row for the full transaction history.
Performance · TWROR + IRR.
The two return numbers that actually mean something, on every period, against any benchmark.
TWROR neutralises flows
Your deposit timing doesn’t pollute your skill measurement.
IRR reflects money
What your actual euros earned, time-weighted by exposure.
Benchmarks built in
MSCI World by default, S&P 500 and custom available.
Payments · dividends & coupons.
Every cash payment from every position, with gross / tax / net broken out and projected forward.
Gross / tax / net
So you know what you actually keep, not just what you got paid.
Forward projection
Estimated payments next 12 months from declared schedules.
Heatmap view
Spot seasonality and concentration risk at a glance.
Currency exposure.
Your true currency mix — including FX hidden inside ETFs and ADRs. Hedge with conviction.
Look-through
An MSCI World ETF shows up as ~70% USD, not 100% EUR.
FX P/L attribution
How much of your gain was the asset vs the FX move.
Hedge sizing
Concrete EUR amounts, not just percentages.
Taxonomy treemap.
Define your own classification axes. See your portfolio carved any way you want.
Multi-axis
Asset class, region, sector, factor — keep them independent.
Drag & drop
Reorganise nodes; weights recompute live.
Treemap or tree
Pick the visualisation that matches your question.
Imports · broker statements.
Drop a file, pick the broker, done. Re-imports are de-duplicated automatically.
Native parsers
Each major broker has a tuned parser — not a generic CSV.
Idempotent
Re-upload the same file; duplicates are dropped silently.
Migration friendly
Coming from Portfolio Performance? Native XML import included.
See the real picture.
Set up your first portfolio in under five minutes. No credit card.