Your complete portfolio and expense tracker. Actually private.
Finally, your investments, expenses, and income in one place. Protected by military-grade end-to-end encryption where even we can't read your data
Portfolio Analytics & Investment Performance Tracking
Know exactly how much you've made or lost, where it came from, and whether your strategy is actually working. We handle the complex math - you get clear answers
Hei Turbo, I want to know my total investment income year-to-date
Is 8% growth actually good?
Not until you account for fees, inflation, and currency impact. We calculate what your broker won't. Real returns, across every account, in your actual currency
200,000+ Assets. One Dashboard.
Supermarket - Groceries
Investments + Expenses. Finally Together
Portfolio returns mean nothing without the full picture. Track spending alongside your investments and see whether you're actually building wealth, not just moving numbers around
Every Dividend. Every Split. Tracked Automatically
You log the trades. We handle the rest. Dividends, stock splits, interest payments, and corporate actions are imported and calculated automatically. So you always know exactly how much passive income your portfolio is generating
End-to-End Encrypted Portfolio Tracking
Your Data. Your Business
Your Portfolio. Your wallet. Any Date. Full Detail.
One Private Portfolio Tracker for Dividends, Budgeting and Every Currency
Track the income you earn, plan the money you spend, and hold it all in any currency.
Dividend Tracking, Calendar and Income Forecasts
Every dividend tracked automatically - what landed, what’s declared, and what pays next. Watch the passive side of your portfolio compound in plain sight.
Envelope Budgeting That Plans Ahead
Envelope budgeting, built in. Set money aside for groceries, rent, and fun, watch each envelope drain as you spend, and always know what’s actually left. Encrypted end-to-end, like everything else.
Multi-Currency Portfolio Tracking
Every currency, one portfolio - euros, dollars, yen, and everything in between. Flip the whole view to any of them in one click: real FX rates, real gains, zero spreadsheet conversions.
Best Portfolio Tracker Pricing
Pay for the side you actually use - spending, investing, or both - on top of a free plan that never expires. Paying for one side never takes the other away: it stays exactly at free-plan depth. Every account starts with 14 days of everything, no card.
Free
Where you land after the trial. Enough for a starter portfolio, free for as long as you like
- End-to-end encryption
Your spending side
- Accounts3
- Categories10
- Spending entries120
- Envelope budgeting
Your investing side
- Holdings10
- Investing transactions50
- Brokers2
- Benchmarks1
- Watchlist10
- Dividend calendarLast 3 months
- Advanced metrics4 of 12
- Dividend yields and payment history
- Allocation by sector, industry, country, region
- Capital vs currency gains
Both sides
- Workspaces1
- Tags10
- Tailored recommendationsTop 2
- Workspace modules
- Financial independence progress
On every plan
- Stocks, ETFs, funds, crypto, deposits, property, art and more
- Loans, cards and mortgages tracked as debt
- Financial health score, 12 checks
- ROI, MWR, TWR, win rate and lifetime return
- Dividend income, trailing 12 months and forward
- Broker and bank statement import, or any CSV
- Allocation by type, broker, currency and tag
- Target weight per holding, with drift
- 50 currencies, with live rates
- Your data, exportable at any time
Spending Pro
The spending side in full. Nothing on the investing side is taken away
- End-to-end encryption
Your spending side
- AccountsUnlimited
- CategoriesUnlimited
- Spending entriesUnlimited
- Envelope budgeting
Your investing side
- Holdings10
- Investing transactions50
- Brokers2
- Benchmarks1
- Watchlist10
- Dividend calendarLast 3 months
- Advanced metrics4 of 12
- Dividend yields and payment history
- Allocation by sector, industry, country, region
- Capital vs currency gains
Both sides
- Workspaces1
- Tags30
- Tailored recommendationsAll
- Workspace modules
- Financial independence progress
On every plan
- Stocks, ETFs, funds, crypto, deposits, property, art and more
- Loans, cards and mortgages tracked as debt
- Financial health score, 12 checks
- ROI, MWR, TWR, win rate and lifetime return
- Dividend income, trailing 12 months and forward
- Broker and bank statement import, or any CSV
- Allocation by type, broker, currency and tag
- Target weight per holding, with drift
- 50 currencies, with live rates
- Your data, exportable at any time
Investing Pro
The investing side in full. Nothing on the spending side is taken away
- End-to-end encryption
Your spending side
- Accounts3
- Categories10
- Spending entries120
- Envelope budgeting
Your investing side
- HoldingsUnlimited
- Investing transactionsUnlimited
- BrokersUnlimited
- BenchmarksUnlimited
- WatchlistUnlimited
- Dividend calendarFull history
- Advanced metricsAll 12
- Dividend yields and payment history
- Allocation by sector, industry, country, region
- Capital vs currency gains
Both sides
- Workspaces1
- Tags30
- Tailored recommendationsAll
- Workspace modules
- Financial independence progress
On every plan
- Stocks, ETFs, funds, crypto, deposits, property, art and more
- Loans, cards and mortgages tracked as debt
- Financial health score, 12 checks
- ROI, MWR, TWR, win rate and lifetime return
- Dividend income, trailing 12 months and forward
- Broker and bank statement import, or any CSV
- Allocation by type, broker, currency and tag
- Target weight per holding, with drift
- 50 currencies, with live rates
- Your data, exportable at any time
Turbo Pro
Both sides, every limit lifted, and the modules to shape a workspace around you
- End-to-end encryption
Your spending side
- AccountsUnlimited
- CategoriesUnlimited
- Spending entriesUnlimited
- Envelope budgeting
Your investing side
- HoldingsUnlimited
- Investing transactionsUnlimited
- BrokersUnlimited
- BenchmarksUnlimited
- WatchlistUnlimited
- Dividend calendarFull history
- Advanced metricsAll 12
- Dividend yields and payment history
- Allocation by sector, industry, country, region
- Capital vs currency gains
Both sides
- WorkspacesUnlimited
- TagsUnlimited
- Tailored recommendationsAll
- Workspace modules
- Financial independence progress
On every plan
- Stocks, ETFs, funds, crypto, deposits, property, art and more
- Loans, cards and mortgages tracked as debt
- Financial health score, 12 checks
- ROI, MWR, TWR, win rate and lifetime return
- Dividend income, trailing 12 months and forward
- Broker and bank statement import, or any CSV
- Allocation by type, broker, currency and tag
- Target weight per holding, with drift
- 50 currencies, with live rates
- Your data, exportable at any time
Are you an AI agent? See pricing as markdown