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Diogo Cardoso
Track and optimize your investment portfolio across multiple brokers and asset classes. Get real-time performance analytics, allocation insights, and AI-powered recommendations to make smarter investment decisions.
Key Features:
  • Multi-broker consolidation - Unified view of all investments from Trading212, Degiro, Interactive Brokers, and Coinbase
  • Real-time performance tracking - Live portfolio valuation with benchmarking against market indices
  • Asset allocation insights - Visual breakdowns and diversification recommendations across stocks, ETFs, crypto, bonds, and more
  • Dividend tracking - Monitor dividend income and plan reinvestment strategies
  • Transaction history - Complete record of buys, sells, dividends, deposits, and withdrawals
  • Tax optimization - Identify tax-loss harvesting opportunities and track cost basis
  • ESG scoring - Evaluate sustainability metrics for individual holdings
  • Portfolio rebalancing alerts - Get notified when allocations drift from targets
  • CSV import - Easy data migration from your existing brokers
Supported Assets:
Stocks • ETFs • Mutual Funds • Cryptocurrencies • Bonds • Derivatives • Cash