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Benchmarks

Benchmarking

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Asset classes

My portfolios

Countries

Currencies

Today's currency rate - U.S. dollar, EURO, Forex exchange

Currency rates

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Dividends received

Yield/Payout

Passive income diversification

Each slice represents the share of total passive income contributed by a particular stock or a group.

Use this chart to assess whether your income is well-diversified and aligned with your risk tolerance and income goals

This pie chart shows the diversification of your passive income sources, helping you understand how much income you receive from each stock in your portfolio.

High Yield (>5%) — higher-income sources, often with increased risk

Low Yield (0–2%) — conservative, lower-income sources

Moderate Yield (2–5%) — balanced income sources

You can toggle grouping by Yield Type to analyze your income based on the yield performance of your holdings:

Dividend rating

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All parameters and scenarios

Results table

Future payments

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How far away is your target?

Introducing My Goal 2.0. What's new?

calculation parameters

My goal

Earnings, splits, declared dividends and more

Why is it moving?

Why is it moving today?

Dividend growth

Passive income

Calculate PL for:

* calculations are based on the approximate cost of 1 pack of ramen noodles ($1.00) and are for entertainment purposes only

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The data was calculated on {{date, yyyy-MM-dd HH:mm:ss}}. If you want to update the 2024 Recap, <0>click here</0>

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Your 2024 Recap

2022 was quite a year. Let's see how your portfolio performed* 👀

Recap

Your investments in 2022

2023 was quite a year. Let's see how your portfolio performed* 👀

Your investments in 2023

It's time to celebrate your achievements 🎉 <0></0>Let's see how your portfolio performed this year*

Your investments in 2024

World's regions

Economy sectors

Portfolio Analytics

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Please add missing events to your portfolio

 Outstanding nominal value as of the current date

Average price of a bond, in % of face value

The current yield indicates the ratio of the accrued coupon to the current market price of the bond. It can be used in cases where attachments are considered for a short period of time. In this situation, the change in the market price can sometimes be neglected.

Bond duration is a way of measuring how much bond prices are likely to change if and when interest rates move.

Effective yield to maturity. It considers both coupon income and profit/loss due to the difference between the purchase price and the repayment price. Effective yield shows the investor the return on invested funds with reinvested coupons and depreciation.

Listing level — stock exchange assessment of securities reliability.

The ratio of the annual coupon to the "dirty" price of the bond, including the accrued interest. This type of yield can be used in the case of short-term investments, when the investment horizon is within one coupon period.

Average purchase price of a bond, in % of face value

Up to 2 years - short-term, up to 5 years - mid-term, more than 5 years - long-term

Bond type - goverment, municipal or corporate

Coupon yield % per annum of nominal value (coupon amount per year/nominal value)

 Simple yield to maturity. It considers both coupon income and profit/loss due to the difference between the purchase price and the repayment price. Simple yield shows the investor the return on invested funds without reinvested coupons.

Stay updated with the latest market trends and discover new growth opportunities with our blog.

New and interesting articles

The fund expense ratio is the annual fee expressed as a percentage of a mutual fund or ETF's average assets, covering management, administrative, and other operational costs. It directly reduces investors' returns.

10 years

12 trailing months

1 day

1 month

1 year

3 months

5 years

6 months

1 week

all time

Choose a period

year to date

Would you like to remove the currency {{ticker}} and all bound transactions?

You can track all cash movements - deposits, withdrawals, currency convertions, etc.

Cash balance is empty for now

Deposits and withdrawals

You have just added a new custom asset. What's next?

New custom asset

Automatic creation of historical prices

Removing historical prices

Removing historical price

Edit historical price

New historical price

Deleting the holding

Deleting asssets

New holding

Holding

Change the holding's ticker

Special tax on dividends

Notes for the holding

We will transfer the selected holding and all related transactions to another portfolio.

We will transfer the selected holdings and all related transactions to another portfolio.

Transfer of holdings

You need to renew your subscription to add another portfolio

Cloning your portfolio

How it works

 Cloning categories

Public access settings

How can I import the full transaction history?

Here is how it works

Connect a brokerage account

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Deleting the portfolio

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Deleting the portfolios

Edit the portfolio

Once a week you will get an email with recent and upcoming events, portfolio profits for the week and top gainers/losers

Please use it to consider real transactions on your brokerage account

Please use it to account for your "virtual" portfolio, to follow the price of selected shares and analyse the assets you would like to purchase

Hide portfolio {{name}}

Notes for the portfolio

To unlock all functions you can get a <0>Pro</0> version

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At the end of the trial period, you will be given a <0>Free</0> version by default with a few restrictions:

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There is only one restriction for the trial period: max number of portfolios is 2. All other functions are fully available

Trial period

Welcome!

Create new portfolio

Portfolio

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Not sure which option to choose? Read our <0>Getting Started</0> guide

Import all your transactions from the broker's report, or create a custom spreadsheet with your trade history. 25+ brokers and <0>Binance API</0> are supported now.

Upload brokerage statement

Manually add your holdings. It's a quick way to evaluate our features.

Enter your holdings

Connect your brokerage account via <0>Yodlee</0>, <0>SnapTrade</0> or <0>Plaid</0> - trusted cloud based account aggregators. All new transactions will be synced automatically.

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Evaluate the functionality of the service with one of our demo portfolios. You can always create your own portfolio later.

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We’ll create a demo portfolio for you based on one of our public portfolios. You will be able to evaluate our service's categories, analytics, recommendations page and other functions. As soon as you are ready to load your own portfolio, just delete this one and create a new one.

Loading transactions

Data

Allocating asset by category

New portfolio

Enter holdings only

Enter transactions

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Public access

Renewing public link

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✏️ Edit your template

Enter a name below and save your settings as a reusable template. You’ll be able to select it later from the templates selector.

✏️ Name your template

Set up and save a template to make it available for selection.

Drag blocks to rearrange them—blue guide lines will show you exactly where they’ll land. Some blocks can also snap to half-width or expand back to full size, giving you full control over your layout.

Move and rearrange with ease

Hide blocks you don't need to stay focused on what matters. To bring one back, hover over a slot to see the blue guideline, click “+”, and choose from the list.

Tidy up your dashboard

Build your ideal layout once, save it as a template, and apply it to other portfolios in just a few clicks. Reuse it anytime you create or update a portfolio.

Keep your perfect layout handy

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Make your dashboard work for you.
Tailor your layout to fit your workflow - move, hide, or resize widgets as you like.
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Do you really want to delete the {{deleteCount}} transactions?

Transaction deletion

Please switch to the specific non-composite portfolio to perform the action

Currency conversion (sell/buy)

There is no currency movement which can lead to false analyses and conclusions

Currency operation

Broker’s fee

Copying your transactions to a different portfolio. If duplicates are found, no transaction will be copied.

Copying your transactions

New corporate action

 The corporate action will be removed from your portfolio along with all related transactions. Would you like to continue?

Deleting a corporate action

Delete

We will automatically create records of the received dividends based on the history of payments and your transactions.<0/> We recommend you to use this option ONLY in cases when you can’t load the data on dividends from your brokers’ reports.

We will automatically create records of the payments received based on the settings of an custom asset.<0/> We recommend you to use this optionONLY once after adding a new asset. <0/> Further incomes will be added automatically based on the settings of an custom asset.

Create dividends automatically

Your transactions and incomes will be exported in the .csv format. This file can be imported back to the service, please go to page <0>Import transactions</0> and select Custom CSV format.

Export of transactions and incomes

Deleting import

Import of transactions

Couldn't define which assets some of the payments belong to in the report. Please select relevant assets in the table below and click Save

Incomes

The amount of dividends received is indicated AFTER tax

If transactions took place in different currencies, the amount is shown separately for each currency. 

The total of purchases and sales takes into account the broker's fee'

Transactions

Transferring your transactions to a different portfolio. If duplicates are found, no duplicate will be created in the target portfolio, the transaction will be deleted from the current portfolio.

Transaction transfer

We will update taxes for all/selected dividend transactions. You can specify tax percentrage otherwise it will be taken from holding/portolio tax settings

Dividend Whealth