Which brokers can I import from?

15 statement formats are read directly, and 13 brokers have a step-by-step import guide. Any other format is read by document extraction, which handles more layouts but makes more mistakes, so you review it before anything is saved.

Which currencies are supported?

You can record values in 149 currencies. Converting a value as at a past date is a narrower thing than recording one. Past-dated conversion depends on a published reference rate for the pair. Where there is no such rate the figure is left unconverted rather than estimated.

Can I use this if I am not in one of those jurisdictions?

Yes. Recording holdings, importing statements, tracking valuations and keeping a history of what you bought and sold do not depend on your jurisdiction. What varies is whether a calculated capital gains figure is produced or a neutral disposals record.

Everything You Need to Track Your Portfolio

For private investors: one record of what you own across brokers, exchanges and currencies, with statement import, valuation history and capital gains reporting built in

6 exchanges across 4 countries
15 broker statement formats
6 jurisdictions with tax calculations

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Screenshot of the asset overview dashboard

6 exchanges across 4 countries
15 broker statement formats
6 jurisdictions with tax calculations

Portfolio & Holdings

One record of the shares, funds, crypto and metals you hold, and the statements they came from.

Portfolio Tracker

Track your holdings across brokers, exchanges and currencies in a single record, with valuation history behind it.

Statement Import

Upload a broker statement and have its transactions read for you, with a review step before anything is saved.

Tax & Reporting

Disposals, gains and the reports built from them. General information only, not tax advice.

Tax Centre

See a tax year of disposals and gains, calculated where there is an engine for the jurisdiction and recorded neutrally where there is not.

Capital Gains Tax Calculator

Work a capital gains figure through a jurisdiction’s own matching rules. General information only. Consult a qualified tax adviser about your position.

Compare & Build

See how the tracker lines up against the tools people move from, and build on top of your own data.

Compare Trackers

A side-by-side look at how this tracker sits beside the tools people most often arrive from.

Developer API

Read your own portfolio data programmatically, under the same permissions your account already has.

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These are separate sites, not separate subscriptions. One account and one plan reach all of them, so what you sign up for here is what you use there.

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Frequently Asked Questions

A capital gains figure is calculated in 6 jurisdictions, against each one's own matching rules. 15 jurisdictions are recognized in total, and the rest receive a jurisdiction-neutral record of disposals and gains with no tax figures attached. None of it is tax advice, it does not account for your wider circumstances, and it is not a substitute for a qualified tax adviser or for the figures you file.