Portfolio Performance Tracker

See more than your broker shows you – calculate your precise annualized return including capital gains, dividends, and currency fluctuations. Take advantage of Time-Weighted Return (TWR) methodology to get accurate measurements that eliminate the impact of your deposit and withdrawal timing. These metrics give you a true picture of your investment skill and portfolio results, helping you make better informed decisions

Breakdown your gains by positions to see exactly which investments are working hardest for your wealth. Track individual stock, ETF and fund contributions with precise calculations that show not just your winners and losers, but the magnitude of their impact on your total portfolio value.