A portfolio tracker that doesn’t show you ads.
Import your transactions from a CSV file and see your holdings, dividends and performance in one quiet dashboard.
$5 a month or $49 a year after the trial. Cancel anytime.
date,ticker,type,quantity,price
2024-03-04,AAPL,BUY,15,175.10
2024-05-16,AAPL,DIVIDEND,15,0.25
2024-05-16,MSFT,BUY,8,420.55
2024-08-15,MSFT,DIVIDEND,8,0.75
2025-01-21,KO,BUY,40,61.20
2025-04-01,KO,DIVIDEND,40,0.485
| Holding | Value | Gain | Dividends |
|---|---|---|---|
| AAPL | $3,412.50 | +29.9% | $3.75 |
| MSFT | $3,604.00 | +7.1% | $6.00 |
| KO | $2,688.00 | +9.8% | $19.40 |
| Total | $9,704.50 | +15.0% | $29.15 |