All the vision of your investments

All your portfolios, under control

Are you investing in different platforms and don't have a clear picture of your performance and profits? This is exactly the problem we solve with our investments section.

Total portfolio value

48.320 €+1.240 € (+2,64%)
AAP

AAPL

Apple Inc.

1.847 €

+12,4%

VWR

VWRL

Vanguard All-World

6.320 €

+8,2%

BTC

BTC

Bitcoin

9.840 €

+31,7%

MSF

MSFT

Microsoft

2.115 €

-3,1%

4 positions · 3 brokers
Updated

Everything you need to manage your investments

From position tracking to tax reports, Capital Tracker covers the entire investment cycle.

Global portfolio

All your positions in real time, grouped by broker or asset type.

AAP
AAPL+12,4%
VWR
VWRL+8,2%
BTC
BTC+31,7%
MSF
MSFT-3,1%

Real profitability

Realized and unrealized P&L, with capital evolution charts.

+23,4%

YTD · 2024

Dividends

Track received dividends and future payment calendar.

Next payment

AAPL
Apple Inc.May 15

2024 payments · 4 dates

Tax Reports

Downloadable annual reports for your tax return, without extra work.

Tax Report 2024
Received dividends847,32 €
Capital gains3.214 €
Withholdings-169 €
Web Version

Your portfolio, in full detail

From the browser, access all your portfolio analysis: positions, P&L, dividends and tax export in one place.

  • Global and detailed record of all your portfolios
  • Automatic tracking of market prices
  • Support for multiple assets and brokers
  • Real-time total portfolio valuation
capitaltrackerapp.com/investments
Your portfolio, in full detail
FAQS

Frequently Asked Questions

If you have any questions not listed here, write to us and we'll respond.

You can add assets from any broker: IBKR, DeGiro, Freedom24, Revolut, eToro, etc. We support stocks, ETFs, mutual funds, cryptocurrencies, REITs and any asset identifiable by ticker. Operations are added manually to ensure fully precise P&L, XIRR and cost basis calculations.

We calculate P&L in two ways: realized (closed trades, considering entry price, exit price and commissions) and unrealized (open positions valued at current market price). We also calculate XIRR (time-weighted return) to give you the real annualized return, accounting for when each euro was invested.

Yes. Capital Tracker automatically manages daily exchange rates for all positions in foreign currencies (USD, GBP, CHF, JPY...). P&L and market value are always shown in your base currency, but you can view the original value in the asset's currency at any time.

Yes. You can download a CSV report with all realized capital gains, dividends received and withholdings applied, organized by fiscal year. It's compatible with the format required by most tax advisors and accountants.

Yes. You can create as many portfolios as you want (e.g. one for ETFs and another for crypto) and add the corresponding broker accounts to each. This lets you separate strategies, view P&L per portfolio individually, and see a global consolidated view of everything at once.

Start today, it's free

Take your investment portfolio to the next level

Start managing your portfolio in a unified way. Join Capital Tracker and take control of your investments today.