Sign in to sync your portfolios across devices
Your data is stored on this server in your account.
Track stocks, ETFs and bonds — built for Italian and Swiss investors who rebalance by geography.
Upload a broker export. We’ll detect the columns automatically.
Equity share of new money defaults to the class gap.
Holdings and live portfolio value. For ETF/stock returns open ; for bond coupons see .
No holdings yet. Import a broker export or add holdings manually.
Buy/sell history drives performance and “Money you put in”. Deposits from import stay hidden here.
No trades yet.
Equity performance — stocks and equity ETFs only. Bonds and coupons live on the Income tab.
Import broker trades, then open this tab to see equity performance over time.
Coupons and dividends from your import, plus projected dividends for distributing holdings. Bond cash flows and the shared income calendar are below. Price gains on ETFs/stocks are on the tab.
Import broker activity with cash movements (coupons, dividends) to see income here.
Optional deep dive for geography and asset mix. Region/country charts default to equity only — use for targets and for returns.
Bond ETFs count as Fixed income; equity ETFs as Equity. Money-market and commodities are excluded from geography pies. Geography is look-through factsheet exposure, not fund domicile.
Add holdings on Portfolio (or import trades), then geography charts appear here.
Edit macro regions or assign countries. Custom settings are saved on this device and synced to the server when available.