Powerful features for smarter investing
Everything you need to track, analyze, and grow your portfolio — built specifically for European investors.
Everything you need, nothing you don't
Simple, focused tools that help you stay on top of your investments.
Unified Dashboard
See all your holdings, gains, losses, and total portfolio value across every broker account in one clean dashboard.
- Real-time price updates
- Gain/loss per holding
- Multi-broker consolidation
One-Click CSV Import
Upload your CSV from DEGIRO, Trading 212, Interactive Brokers, or Scalable Capital. We parse everything automatically.
- Auto-detect broker format
- Match securities automatically
- Import in under 60 seconds
Dividend Tracking & Calendar
Track every dividend payment, view upcoming payouts on a visual calendar, and monitor your passive income growth.
- Monthly calendar view
- Yield analytics
- Income projection
Allocation Analysis
Visualize your portfolio breakdown by sector, country, currency, and asset type with beautiful interactive charts.
- Sector breakdown
- Geographic diversification
- Currency exposure
Multi-Currency Support
Invest globally, track locally. Support for EUR, USD, GBP, CHF and more — all auto-converted to your base currency.
- Automatic FX conversion
- True cost-basis tracking
- Multiple base currencies
AI Portfolio Insights
Ask natural language questions about your portfolio and get intelligent, personalized answers powered by AI.
- Natural language queries
- Personalized analysis
- Actionable recommendations
Your complete financial picture, at a glance
No more logging into multiple broker platforms. EasyPortfolio consolidates all your investments into a single, beautiful dashboard with real-time performance data.
Real-Time Performance
Track your total returns, daily changes, and overall portfolio growth with live market data.
Holdings Overview
See every stock and ETF you own with current price, shares held, total value, and gain/loss.
Performance History
Interactive charts show your portfolio's performance over time — daily, monthly, or since inception.
Total Portfolio Value
€24,538.92
Monthly Dividend Income (2026)
Upcoming Payments
Track your passive income like a pro
Never miss a dividend payment again. Our dividend dashboard gives you a complete view of your income stream — past, present, and projected.
Visual Calendar
See exactly when each dividend hits your account with our 12-month calendar view.
Yield Analytics
Understand your portfolio's dividend yield, growth rate, and income trends over time.
Auto-Import Dividends
Import dividend records directly from your broker CSV — no manual entry required.
From CSV to dashboard in under a minute
No API keys, no broker connections, no complicated setup. Just export your trades as a CSV and upload. We handle the rest.
Export from your broker
Download your transaction history as a CSV file from your broker's platform.
Upload to EasyPortfolio
Select your broker, drag & drop your file, and we auto-detect the format.
Portfolio ready
Your holdings, performance, and dividends are instantly available in your dashboard.
Supported Brokers
Drag & drop your CSV file
or click to browse
Free vs Premium
Start free and upgrade when you need more power.
| Feature | Free | Premium |
|---|---|---|
| Holdings | Up to 10 | Unlimited |
| Transactions per Holding | Unlimited | Unlimited |
| CSV Import (Transactions) | ||
| Portfolio Performance History | Overall only | Full + Per Asset |
| Asset Allocation Charts | ||
| Sector Allocation | ||
| Dividend Yield Analytics | ||
| Dividend Calendar | ||
| Annual Income Projection | ||
| AI Portfolio Insights | ||
| Support | Email and Chat | Priority Email and Chat |
Your security is our priority
Bank-level security for your portfolio data
256-bit Encryption
Data encrypted at rest & in transitGDPR Compliant
Your data, your rightsRead-Only Access
We can never move your moneyEU Data Centers
Hosted in EuropeReady to take control of your investments?
Join thousands of European investors who track their portfolios with EasyPortfolio.
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