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Currency rates

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Yield/Payout

Dividend rating

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Results table

Future payments

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Introducing My Goal 2.0. What's new?

calculation parameters

My goal

Earnings, splits, declared dividends and more

Dividend growth

Passive income

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Recap

Your investments in 2022

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Your investments in 2023

World's regions

Economy sectors

Portfolio Analytics

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Articles

 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.

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

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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

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

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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

Deleting the portfolio

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

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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. 10+ 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>, a trusted cloud based account aggregator. All new transactions will be synced automatically.

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Try a demo-portfolio

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

Popularity

Currently tradable

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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

Update divdiends Taxes

My 3 biggest holdings from largest to smallest: XIU, VOO, MCD. Goals right now: 5% dividend, CA$175.00 value. 

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