Every position, every account, one clear picture
Import your transactions and track realised & unrealised P/L, allocation and performance — all in one place.
Realised and unrealised P/L, side by side, converted into one currency.
See concentration by holding, asset type and country before it bites.
Dividends, taxes and fees over time, plus the payouts still to come.
Track the numbers that matter
See total balance, invested amount, and realised & unrealised P/L at a glance — always know exactly where your portfolio stands.
Understand your exposure
Break your portfolio down by country, product type and holding weight — spot concentration risk before it becomes a problem.
Dividends, taxes & sentiment
Visualise dividends, taxes and fees over time, preview upcoming payouts, and read a news feed with per-ticker sentiment scoring.
Set up in three steps
Download your transactions as a CSV — no API keys, no read access to your account.
We reconcile buys, sells, dividends, taxes and fees into clean positions automatically.
Watch performance, allocation, income and sentiment update in one place.
Questions
Upload a transactions CSV, or add trades manually. Everything is reconciled into clean positions automatically.
Realised gains (from closed lots) are kept separate from unrealised gains (open positions at current market price), all converted to your home currency.
No. You upload a CSV — we never ask for API keys or login access, so your account credentials stay private.
Your portfolio data is yours. Nothing is sold or shared, and you can delete it at any time.
Opens a sample portfolio — no signup needed.
See your whole portfolio clearly
Import your transactions and get performance, allocation and income on one screen.
A free stock portfolio tracker for your whole portfolio
myPortfolio turns a transactions export into live positions, performance and dividend income across every account you hold, with no broker login and nothing to install.
- Trades: import a CSV of transactions from your broker, or add buys and sells by hand.
- Positions: every holding across all your accounts, reconciled into one list with cost basis and current value.
- Performance: a graph of portfolio value and invested amount over time, with realised and unrealised P/L in one currency.
- Allocation: weight by holding, product type and country, so concentration shows before it hurts.
- Dividends: dividends, withholding taxes and fees charted by month, plus a forecast of the payouts still to come.
- News: headlines for the tickers you hold, each scored for sentiment.
