getquin
Broker sync plus a social feed where investors share their portfolios. Free plan, deeper analytics in Premium.
getquin pulls your accounts in automatically from more than 2,000 banks and brokers, and puts a community feed next to the numbers, where users post and discuss their portfolios. It is most popular in Germany, Austria and Switzerland, and the app is in English, German, Portuguese, Italian and Spanish. The free plan shows simple returns. Time-weighted return, benchmarks and a five-year dividend forecast are in Premium, and goals and retirement projections in the Wealth plan. The catch is import: getquin reads no CSV or other files, so if it can't sync your broker, you type every trade by hand.
Features at a glance
| Feature | getquin |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Not supported |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Yes |
| Tax reports | Not supported |
| Analysis & insights | |
| AI portfolio analysis | Yes |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Partial |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Not supported |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Not supported |
| 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 supported |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Partial |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Yes |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Yes |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
People whose brokers are on getquin's sync list and who like seeing what other investors hold. If your broker isn't supported, look elsewhere: without file import, every trade goes in by hand.
Strengths
- Automatic sync with 2,000+ banks and brokers through Open Banking and APIs
- A social feed and shared portfolios for comparing notes with other investors
- Time-weighted return and benchmarks against market indices in Premium
Trade-offs
- No CSV or file import, so an unsupported broker means manual entry
- No tax report of its own; crypto tax goes through an export to Blockpit
- The free plan shows simple returns only, while TWR, benchmarks and the dividend forecast are paid
getquin vs PortfolioGlance
getquin has two things we don't: broker sync and a community. If you want the portfolio to update itself, or you want to see how others invest, choose getquin. We take a different route: you import your broker's CSV or add holdings by hand, and nothing gets linked. On top of that you get returns measured time- and money-weighted, rebalancing against your targets and an AI assistant that knows your holdings.
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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.