Is the portfolio tracker free?
Yes. On the free plan you can track up to 10 different assets, with unlimited buys and sells on each, live prices, the full analytics, dividends, the tax report, a watchlist and price alerts. Exporting your data to CSV is always free. Pro removes the asset limit and adds AI import from screenshots; every new account gets 14 days of Pro free, no card needed.
How do I import my holdings from my broker?
Upload a CSV export from your broker or exchange: the columns (ticker, quantity, average cost, type) are recognised automatically and you check every row in a review table before saving. CSV import is free up to 100 rows in total. On Pro you can also upload a screenshot or photo of your positions and AI reads them for you. There is no live brokerage login.
Can I connect my crypto wallet or exchange?
Yes, read-only. Paste a public wallet address (Ethereum and other EVM chains, Solana, Bitcoin, Tron and more) and the token balances are added as holdings, with no seed phrase or signing. You can also connect Binance, Bybit, OKX, KuCoin, Kraken, Coinbase, MEXC or Gate.io with a read-only API key for spot balances. Free includes 1 wallet and 1 exchange.
How is my gain and return calculated?
Unrealized gain is market value minus cost basis (quantity × average cost). Realized profit comes from your sells, on a running-average cost, minus fees. The annualized return is a money-weighted XIRR: it takes into account when each buy, sell and dividend happened, so a position held five years and one held six months can be compared fairly.
Can I track investments in different currencies?
Yes. Each trade is entered in the currency you actually paid, and the tracker stores the exchange rate for that trade's date, so positions bought in pounds, euros and dollars add up to one correct cost basis. The whole tracker then shows totals in the display currency you choose, at a current exchange rate.
Does it calculate capital gains for my tax return?
The Tax tab matches every sale to specific purchase lots by FIFO, LIFO or HIFO and splits gains into short-term (held up to a year) and long-term, totalled by tax year with a lot-by-lot list. You can export it to CSV for your accountant. It is a general summary to prepare from, not tax advice.
Can I share my portfolio with my partner?
Two ways. A public read-only link shows only the figures you tick, or just percentages, and is free on every plan. A shared portfolio is a separate set of assets that you and your partner both keep up to date; each person who edits needs their own Pro, viewers never pay, and your personal portfolios stay private.
Does it track dividends and bonds or private loans?
Yes. You log the dividends you receive, and the tracker works out each holding's payment rhythm, projects the next year's income in a calendar and shows yield on cost. Bonds, loans and private notes are tracked by principal, rate and schedule, with a reminder on each interest date and at maturity; interest lands in the same income log.
GALA