Everything you need to track, analyze, and grow your portfolio — built specifically for European investors.
Simple, focused tools that help you stay on top of your investments.
See all your holdings, gains, losses, and total portfolio value across every broker account in one clean dashboard.
Upload your CSV from DEGIRO, Trading 212, Interactive Brokers, Scalable Capital, or Trade Republic. We parse everything automatically.
Track every dividend payment, view upcoming payouts on a visual calendar, and monitor your passive income growth.
Visualize your portfolio breakdown by sector, country, currency, and asset type with beautiful interactive charts.
Invest globally, track locally. Support for EUR, USD, GBP, CHF and more — all auto-converted to your base currency.
Ask natural language questions about your portfolio and get intelligent, personalized answers powered by AI.
Get AI-powered Buy or Hold recommendations for every stock in your portfolio, based on fundamentals, technicals, and your position.
Set portfolio value or passive income targets with a deadline. See projected trajectories based on your actual portfolio data.
No more logging into multiple broker platforms. EasyPortfolio consolidates all your investments into a single, beautiful dashboard with real-time performance data.
Track your total returns, daily changes, and overall portfolio growth with live market data.
See every stock and ETF you own with current price, shares held, total value, and gain/loss.
Interactive charts show your portfolio's performance over time — daily, monthly, or since inception.
Never miss a dividend payment again. Our dividend dashboard gives you a complete view of your income stream — past, present, and projected.
See exactly when each dividend hits your account with our 12-month calendar view.
Understand your portfolio's dividend yield, growth rate, and income trends over time.
Import dividend records directly from your broker CSV — no manual entry required.
No API keys, no broker connections, no complicated setup. Just export your trades as a CSV and upload. We handle the rest.
Download your transaction history as a CSV file from your broker's platform.
Select your broker, drag & drop your file, and we auto-detect the format.
Your holdings, performance, and dividends are instantly available in your dashboard.
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Track Bitcoin, Ethereum, and 500+ cryptocurrencies alongside your stocks and ETFs. See your complete portfolio allocation across all asset types in one unified dashboard.
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 | ||
| Country Allocation | ||
| Dividend Yield Analytics | ||
| Dividend Calendar | ||
| Annual Income Projection | ||
| AI Portfolio Insights | ||
| AI Buy/Hold Recommendations | ||
| Financial Goals | 1 goal | Unlimited + Projections |
| Cryptocurrency Tracking | ||
| Advanced Crypto Metrics (Market Cap, Volume, ATH) | ||
| Support | Email and Chat | Priority Email and Chat |
These guides connect the product page to the educational content users typically want before signing up or upgrading, especially around broker imports and setup.
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