Several portfolios
FreeKeep portfolios apart and analyse them on their own or together - 1 on Free, 3 with Plus, 10 with Premium.
43 features, from the daily overview to the tax overview. Use the search if you want to know right away whether something specific is in there.
Keep portfolios apart and analyse them on their own or together - 1 on Free, 3 with Plus, 10 with Premium.
Every common security in one portfolio, foreign currencies included - converted at the rate of the trading day.
Gold, silver, platinum and palladium in troy ounces, valued with real market prices.
Every transaction with date, quantity, price, fees and taxes - the basis for every figure.
Your clearing account and cash count towards the portfolio value, deposits and withdrawals stay traceable.
Bring existing transactions in from a CSV file instead of typing every booking by hand.
Download every activity as CSV - your data stays yours.
Share a portfolio as a read-only link - with real amounts or percentages only, your choice.
Portfolio value, daily change and every position with current prices from Yahoo Finance.
What your portfolio is worth over the period you pick, with profit and return alongside.
How far back the analysis reaches: 1 year on Free, 10 years with Plus, no limit with Premium.
Every position gets its own page with a price chart and the key figures of the security.
Arrange the tiles of your overview yourself: what sits on top, what sits next to it, what you do not need.
S&P 500, FTSE All-World and NASDAQ 100 with their daily change in the app header.
Search stocks, ETFs and funds by name, symbol or ISIN - with prices, key figures and charts.
Follow securities before you buy - 1 list on Free, 3 with Plus, 25 with Premium.
News about your holdings in one place instead of five portals.
The split by class, region, country, sector, industry and currency - as a donut and as a list.
Monthly returns across the years as a matrix - strong and weak phases at a glance.
Which positions carry your result and which drag on it.
Compare your portfolio with an index instead of with a gut feeling.
Sharpe, Sortino, beta, correlation and maximum drawdown, computed from your real history.
Your return once without and once with the effect of your deposits and withdrawals.
How much you put in and what became of it - month by month.
Gains and price returns month by month, year by year, in one table.
Every payout you actually received - as a history, per year and cumulated.
Read moreWhich holding pays how much, and in which month - including your personal yield on cost.
Read moreWhat your holdings are likely to pay next year, projected from their real payment history.
Read moreEvery payment date in a yearly calendar, confirmed and projected kept apart - 1 year ahead with Plus, to 2100 with Premium.
Read moreWhat you actually realised in a year, calculated by FIFO or by average cost.
Payouts received and the taxes withheld on them, broken down by year.
The figures of your tax year in one place - for your records, not as tax advice.
Weekly, monthly, quarterly or yearly: a short summary of your portfolio in your inbox.
A cleanly typeset statement of your portfolio to print or file away.
What a lump sum and a savings plan can turn into over the years.
What an amount is really worth in a few years.
How much of what to buy to hit your target weighting again.
Try the complete product with example data - no sign-up, no payment method.
No advertising cookies, no tracking services, hosted at Hetzner in Germany.
Talantor follows your system or your choice - light or dark.
Metrics and terms explained plainly, linked straight from the app.
Read moreRequests from a paid plan are answered first.
The Free plan shows minimal advertising, every paid plan is ad-free.
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This page shows what Talantor can do. Which plan unlocks which feature is in the full comparison.
Compare plansThe live demo shows the complete product with example data - no account needed. And the free plan stays free.