getquin
Social portfolio tracker with broker connections, analytics and a community feed.
getquin is a popular portfolio tracker that combines automatic broker/bank connections with analytics and a social feed where users share and discuss portfolios. It has a strong following in Europe, particularly the DACH region.
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
Investors who want automatic syncing plus a social/community layer and are comfortable with a paid tier for advanced analytics.
Strengths
- Automatic synchronisation with many brokers and banks
- Active community / social feed for discussion and ideas
- Polished analytics and dividend tracking
Trade-offs
- Advanced features sit behind a paid tier
- Account connections mean sharing more financial data
getquin vs PortfolioGlance
getquin genuinely beats us on automatic broker sync and its community feed — if those are your priority, it is the stronger choice. PortfolioGlance has no automatic sync (you add holdings manually or by CSV import) and keeps its core fully free rather than gating analytics behind a paid tier.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.