One portfolio for every broker you use.What it really returns.What it will pay you.

Upload your brokers' files

Export your trades from DEGIRO, Fineco, Trade Republic and the other supported brokers, or from a CSV. PortFolk merges them into one portfolio, in euros.

• No account link, no passwords
• Currencies converted at each trade's exchange rate
• ETFs, stocks, government bonds, bonds, crypto and cash together

See what it really returns

The money-weighted return accounts for when you invested. PortFolk compares it with a benchmark bought with the same deposits, on the same days.

• Annual XIRR and time-weighted return (TWR)
• Your choice of benchmark: MSCI World, S&P 500 or Stoxx 600
• The calculation method next to every figure

PremiumThe benchmark comparison is part of the Premium plan.

Know what you will collect, month by month

Dividends and coupons, received and expected, on one calendar. Amounts are gross, with the withholding shown apart.

• A calendar of the payments to come
• Coupons from government and corporate bonds, with accrued interest
• Yield to maturity and duration of your bonds

PremiumThe calendar of upcoming payments and the coupon detail are part of the Premium plan.

See where you are exposed

Allocation by asset class, instrument, sector and region, compared with the targets you set.

• The gap from target, category by category
• Targets for single instruments too
• A notice when the allocation drifts off target

PremiumSectors, regions, rebalancing toward targets and alerts are part of the Premium plan.