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Stay on top of your investments | Free | Starter | Investor | Expert |
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The number of portfolios | 1 | 1 | 10 | β |
Holdings limit | 10 | β | β | β |
Watchlists limit | 1 | 2 | 10 | 10 |
Link your brokerage | β | β | β | |
Import brokers' reports | β | β | β | β |
Rebalancing tool | Purchases only | Full | Full | Full |
Weekly summary emails | β | β | β | |
Support | Basic | Basic | Priority | Priority |
Track thousands of assets in 30+ currencies from 70+ exchanges | Free | Starter | Investor | Expert |
Stocks, ETFs, Funds | β | β | β | β |
30+ exchanges | β | β | β | β |
Custom assets (deposits, real estate) | 1 | 5 | β | β |
Cash accounts | β | β | β | β |
Automate your dividend tracking | Free | Starter | Investor | Expert |
Automatic dividend tracking | β | β | β | β |
Dividend calendar | β | β | β | β |
Track received payouts | β | β | β | β |
Calculate dividend yield and yield on cost | β | β | β | β |
Custom withholding tax | β | β | β | β |
Dividend rating | β | β | β | |
Top dividend stocks | 5 stocks, basic filters | 20 stocks, 5 advanced filters | 50 stocks, all advanced filters | 50 stocks, all advanced filters |
Get valuable insights into your performance | Free | Starter | Investor | Expert |
Portfolio's performance calculation including fees, dividends, trades | β | β | β | β |
IRR calculation | β | β | β | β |
Upcoming events calendar - earnings, dividends, splits | β | β | β | β |
Diversity by sectors, classes, regions, ... | β | β | β | β |
Cash holdings' performance | β | β | β | |
Multi-period analytics | β | β | β | β |
Dynamics of portfolio returns | β | β | β | β |
Benchmarking | Index funds | Index funds | Any asset | Any asset |
Metrics (PE, Beta, Sharpe ratio) | β | β | β | β |
Filter analytics by sectors, asset classes, holdings, ... | β | β | β | β |
Find best investment ideas and strategies | Free | Starter | Investor | Expert |
View public portfolios of other investors | β | β | β | β |
Backtests - test portfolio ideas on historical data | β | β | β | β |
Build and test dividend portfolios | β | β | β | β |
Find the Dip | β | β | β | β |
Track multiple portfolios and share your results | Free | Starter | Investor | Expert |
Combined analytics from multiple portfolios | β | β | β | β |
Model portfolios | β | β | β | β |
Share your portfolio with others | β | β | β | β |
Export holdings and transactions to CSV | β | β | β | β |
Analyse past performance - 30+ years of data | Free | Starter | Investor | Expert |
Dividends history | β | β | β | β |
Company fundamentals history | 5 years | 5 years | 10 years | 10 years |
Test portfolio on historical data | 10 years | 10 years | 30+ years | 30+ years |