A portfolio and net worth tracker for expats.
Brokers in different countries, savings in different currencies. See them all in one base currency.
Brokers and accounts in different countries
Make a portfolio for each broker or account, then read them all together in the All portfolios view. A broker we connect, like DEGIRO, Trading 212 or Interactive Brokers, syncs by itself. See every broker we connect. For any other, bring its history in from a CSV or Excel file, which is read in your browser and never uploaded.
One base currency for the whole picture
Pick the currency you spend, such as EUR, GBP, CAD, MXN or AED. Each asset keeps its own currency, and switching your base currency redraws every total, chart and goal. You read one net worth, not one per country.
Your return, and what came from the exchange rate
Your return is read in your base currency, because that is the money you live on. A share's price stays in the currency of its listing, so a London ETF still shows its price in pounds. When exchange rates have moved enough to matter, the Gains breakdown shows one row per currency: the rate you bought at, today's rate, and how much of your gain or loss came from the rate alone.
Every purchase at the rate of its own day
A trade is converted at the exchange rate of the day you made it, not at today's rate, so a purchase from three years ago counts as what it cost you then. A weekend or a holiday uses the last close before it.
UCITS ETFs next to US ETFs
Hold VWRA.L or CSPX.L in London next to VTI or QQQ in the US? Both get prices that update on their own, so you do not have to keep a UCITS fund up to date by hand.
Cash in several currencies
Keep a euro account, a dollar account and a peso wallet side by side. Each balance keeps its own currency, and the total is read in yours. When a rate moves, the change on a foreign balance says so, and the balance itself is untouched.
See it on a live example or read how multi-currency tracking works.