Investments · 9 asset classes · real time
Your whole portfolio, priced live
Brokerage accounts connect through SnapTrade; everything else goes in by hand. Stocks, ETFs, bonds, funds, and crypto consolidate into one EUR view: real-time prices, cost-basis P&L, and allocation you can actually read.
9
Asset classes
Real-time
Market prices
EUR
One base currency
100%
Read-only access
See · Holdings & P&L
Every position, marked to market
Each holding carries its live price, cost basis, and unrealised P&L, refreshed in real time during market hours, across multiple portfolios. No more logging into three brokers to learn one number.
Dividends get their own ledger: what every position has already paid you, and what it is scheduled to pay next.
Analyze · Exposure
Know where you're concentrated
Allocation is sliced by asset class, sector, region, and currency, so the concentration hiding across accounts becomes visible in one chart. A world portfolio on paper is often two countries in practice.
Assely surfaces the overweights, and you decide what to do about them.
Income · Dividends
Dividends get their own ledger
Every payout lands in a dedicated ledger: what each position has already paid you, month by month, and what it is scheduled to pay next.
Projected payouts render alongside received ones, so the income side of your portfolio is as legible as the price side.
Consolidate · Currencies
Many currencies, one number
Hold USD stocks, GBP funds, and EUR ETFs side by side: every position keeps its native currency, and everything converts to your EUR base at current rates for one consolidated total.
P&L stays honest across exchange rates, so a weaker dollar never masquerades as a losing position.
9 asset classes supported
One precise picture. Yours is waiting.
Connect your accounts in minutes and replace the spreadsheet.