Stocks
Position tracking, real-time P&L, dividend monitoring, and portfolio analytics. Connected to 50+ exchanges.
How it works
Connect
Import positions from Trade Republic, Interactive Brokers, Scalable Capital, Degiro, or 40+ other brokers via CSV. Or enter manually — ticker, quantity, purchase price. Auto-matched to the correct exchange.
Track
Real-time market data from 50+ exchanges. Each position shows current price, unrealized P&L via FIFO, daily change, and portfolio weight. Dividends logged automatically with ex-date and net amount.
Analyze
Sector allocation, geographic exposure, currency breakdown. Compare performance across any timeframe. Year-end capital gains summary — formatted for your Steuerberater or the Tax Center module.
Features
Position Management
Add or import positions with ticker, quantity, cost basis, and purchase date. Supports stock splits, mergers, and corporate actions. Tracks realized and unrealized P&L separately.
Real-time Pricing
Price data from XETRA, NYSE, NASDAQ, LSE, and 50+ exchanges. Sub-second refresh during market hours. Pre-market and after-hours for US markets.
Dividend Tracking
Every dividend logged with ex-date, record date, and payment date. Gross and net amounts after withholding tax. Freistellungsauftrag usage monitored across all holdings.
Sector Analysis
Automatic classification into 11 GICS sectors. Geographic distribution by headquarters and revenue source. Concentration risk alerts when a position crosses your threshold.
Multi-Currency
Hold positions in EUR, USD, GBP, CHF, and 15+ currencies. Live FX rates. Currency gain/loss tracked separately for German tax reporting.
Tax Export
Realized gains via FIFO per §20 EStG. Teilfreistellung (30%) auto-applied for equity funds. PDF summary, CSV for Steuerberater, or direct push to Tax Center.