DonkyCapital
Multi-asset tracker from Italy with file import, TWR and IRR and no broker login. Free for 1 portfolio and 100 transactions.
Of all the apps in this directory, DonkyCapital works most like ours, so we'll be plain about where it stands. You import CSV, Excel or PDF files from any broker, with an AI importer for unfamiliar formats, and it never asks for a broker login. It tracks stocks, ETFs, bonds, crypto and unlisted assets such as property or art in 20 currencies, reports TWR and IRR against the MSCI World, the S&P 500 or your own benchmark, and lets you set goals with an amount and a deadline. An AI chat answers questions about your portfolio. Free covers 1 portfolio and 100 transactions, Standard costs €4.79 a month and Premium €7.99, billed yearly. It's still in early access, and its tax module and rebalancing are described only on its comparison pages, not on the main product page.
Features at a glance
| Feature | DonkyCapital |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Not supported |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | —Not verified |
| Tax reports | Partial |
| Analysis & insights | |
| AI portfolio analysis | Yes |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | —Not verified |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | —Not verified |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Partial |
| Goal & time-to-goal | Yes |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Not supported |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Yes |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | —Not verified |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | —Not verified |
| Platform & reach | |
| Mobile app | Partial |
| Multi-language | Yes |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | —Not verified |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | —Not verified |
Best for
Investors in Europe with accounts at several brokers who want proper return figures, unlisted assets included, and don't mind an early-stage product. Skip it if you need a long track record, or more than 100 transactions without paying.
Strengths
- TWR and IRR against a benchmark of your choice
- Unlisted assets such as property and private equity, in 20 currencies
- Import from any broker by CSV, Excel or PDF, and goals with an amount and a deadline
Trade-offs
- Early access, with very few reviews so far
- The free plan stops at 1 portfolio and 100 transactions
- Installable web app only, and the tax and rebalancing features appear only on its comparison pages
DonkyCapital vs PortfolioGlance
A few things DonkyCapital has and we lack: an Italian interface, a realised-gains module with FIFO or LIFO on Premium, and dashboards you can rearrange. Otherwise the two apps are close, with files instead of broker logins, time- and money-weighted returns, goals with a deadline and an AI chat about your portfolio. We add rebalancing against your targets, we're past early access, and we work in Polish and Turkish. Try both with your own CSV and keep the one that reads it better.
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Alternatives and rankings
This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.