Portfolio Tracking
Free
Free to use · portfolio tracking
Checked 7 Oct 2026

Free to use · portfolio tracking
Checked 7 Oct 2026
1 Source-of-Funds report · credit does not expire
Checked 7 Oct 2026
Up to 50 transactions · PDF & CSV export
Checked 7 Oct 2026
3 Source-of-Funds reports · credits do not expire
Checked 7 Oct 2026
5 Source-of-Funds reports · credits do not expire
Checked 7 Oct 2026
Up to 1,000 transactions · PDF & CSV export
Checked 7 Oct 2026
Up to 3,000 transactions · PDF & CSV export
Checked 7 Oct 2026
Up to 10,000 transactions · PDF & CSV export
Checked 7 Oct 2026
More than 10,000 transactions · PDF & CSV export
Checked 7 Oct 2026
Tax figures · tax optimization · daily synchronization · portfolio insights and charts
Checked 7 Oct 2026