Ideas

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

Email digest with earnings reports of companies in portfolios

What it does: Monitors your investment allocation across all accounts and sends smart alerts when your portfolio drifts from your target percentages, with specific suggestions on which trades to make to get back on track. Why you'll love it: Maintain your investment strategy without constantly monitoring or doing complex math. Get notified exactly when to rebalance and precisely how much to buy or sell in each account to restore your ideal allocation. Takes the guesswork and emotional decision-making out of portfolio management, helping you stick to your long-term strategy like a disciplined investor.

Give the possibility to add a broker account (like bank accounts) to track the transactions instead of importing from a file. The advantage would be that the transaction will appear on the app automatically without the need to upload a file every time a transaction is done

Permitir adicionar aforros a um portfólio. Incluir dados sobre as séries

Permitir adicionar PPRs a um portfólio.

Import balance from crypto wallets. This is only useful if you don't want to import from CSV or manually, but it would be a nice to have

Allow adding loans, either manually or by categorizing them from the imported transactions. Show balance, payments, principal, interest, taxes, etc Next step, would be to simulate repayments, early payments, etc.