TrackinV
Accurate investment performance tracking for self-directed investors
À propos de TrackinV
TrackinV provides institutional-grade portfolio analytics without requiring broker credentials. Calculate true returns with Time-Weighted Return (TWR) and Modified Dietz methods, compare performance against global benchmarks, and track dividends comprehensively. Built for European and international investors managing multi-currency portfolios across any brokerage platform.
Fonctionnalités clés
Benchmark Comparison
Compare your portfolio against global indices
TrackinV measures your performance against major benchmarks like S&P 500, MSCI World, and STOXX Europe 600 to provide clear context for your investment results.
Performance Analytics
See your real investment returns
View annualized returns (CAGR), maximum drawdown, and year-by-year performance breakdowns to identify trends and evaluate your investment strategy.
Dividend Tracking
Comprehensive dividend analysis
Automatically detect dividend payments, track income by holding, analyze yield, and forecast future dividend growth for a complete total return picture.
Tarifs
Page de tarifs complèteFree
Perfect for getting started with portfolio tracking
- 1 portfolio
- Basic overview metrics (Total Value, Total Gain/Loss)
- All-time performance chart only
- Type allocation donut chart
- Performance benchmarking - MSCI World
- CSV import/export
- Daily closing-price data refresh
- Performance periods (1W, 1M, YTD, 1Y, 5Y)
- Full allocation donut charts (sectors, geography, positions)
Premium
Unlock all features and advanced analytics
- Everything in Free +
- Up to 3 portfolios (vs 1 in Free)
- All overview metrics (10 vs 2 in Free)
- Full performance periods (1W, 1M, YTD, 1Y, 5Y)
- Full allocation donut charts (sectors, geography, positions)
- Dividend overview
- Yearly Performance Analysis
- CAGR & Max Drawdown metrics
- Portfolio Benchmark Comparison
- Advanced Portfolio Analytics
- Return Breakdown (Unrealized/Realized/Dividends)
- Priority access to upcoming features
Premium
Unlock all features and advanced analytics
- Everything in Free +
- Up to 3 portfolios (vs 1 in Free)
- All overview metrics (10 vs 2 in Free)
- Full performance periods (1W, 1M, YTD, 1Y, 5Y)
- Full allocation donut charts (sectors, geography, positions)
- Dividend overview
- Yearly Performance Analysis
- CAGR & Max Drawdown metrics
- Portfolio Benchmark Comparison
- Advanced Portfolio Analytics
- Return Breakdown (Unrealized/Realized/Dividends)
- Priority access to upcoming features
FAQ
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