PT Portfolio Tracker
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Your whole portfolio, one clear picture

Know when you'll reach your goal — and what to buy each month to get there sooner.

Bring all your broker portfolios together. Track progress toward the life you're saving for, compare your returns to the market, and get a simple buy plan every month.

No card, no account needed to explore the demo.

Features

Built for steady, long-term investing

Goal

The home page answers one question: will you reach your goal, and when? Set a target amount and date — or a FIRE number — then move the contribution slider to see the date change.

Portfolio

Everything you own, in one view. Holdings merge by ISIN, so the same fund bought on two brokers counts once. Sort by return and see the day and month change.

Performance

Your return against FTSE All-World, MSCI World, or the S&P 500 — year by year. Drawdown and the tax summary are there when you want them.

Plan

Enter your monthly budget once. The Plan page tells you exactly what to buy to stay on your target allocation, and remembers the amount next month.

Data

Upload DEGIRO or IBKR CSV statements. Transactions, dividends, and fees import automatically. Review the rows the app could not classify, and fix a stale price by hand.

Settings

Track in EUR, USD, GBP, or CHF. Pick your language, choose light or dark, and manage your portfolios and account.

How it works

From statement to plan in minutes

1

Import your statements

Export your activity from DEGIRO or IBKR and drop the CSV files in.

2

Set a goal

Pick a target amount and a date. We fill in a sensible monthly contribution for you.

3

Get a monthly plan

See your progress and exactly what to buy each month to stay on track.

Pricing

One simple plan

Portfolio Tracker

€5 / month

or €50 a year — two months free

  • Unlimited portfolios and transactions
  • Goal tracking and FIRE projections
  • Performance vs benchmark
  • Monthly buy plan
  • DEGIRO and IBKR import
  • Your currency, your language
Start now

No free tier. Try the demo first — it shows the full product.

FAQ

Questions

Do I have to enter my trades by hand?

No. Export your activity statement from DEGIRO or IBKR and upload the CSV file. Buys, sells, dividends, withholding tax, and fees are imported automatically.

Is there a free tier?

No. The product is paid — €5 a month or €50 a year. Instead of a trial, we give you a full demo account you can explore without signing up.

Which brokers do you support?

DEGIRO and Interactive Brokers today. IBKR works in most countries, so investors outside Europe can use the same tracker.

Can I track in a currency other than EUR?

Yes. EUR, USD, GBP, and CHF are supported. The currency is chosen from where you are and you can change it in settings.

Is this financial advice?

No. Portfolio Tracker is a tracking tool, not financial advice. Projections are estimates, not guarantees.