MyFund
Feature-rich Polish portfolio tracker for GPW, foreign markets, funds and IKE/IKZE, with Polish tax tools.
MyFund is a long-established Polish portfolio tracker built around the local market — Warsaw Stock Exchange (GPW) listings, Polish investment funds, bonds and tax-advantaged IKE/IKZE accounts — while also handling foreign stocks, ETFs, crypto and real estate. It offers Polish tax tools, benchmarking, dividend tracking and file import from many Polish brokers. It is a paid product (a 30-day trial and demo are available), with native mobile apps and a user API.
Features at a glance
| Feature | MyFund |
|---|---|
| Pricing | Paid |
| 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 supported |
| Tax reports | Yes |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported |
| 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 | Not supported |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Yes |
| 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 | Not supported |
| No account linking required. Works without connecting a bank login or aggregator. | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Yes |
| 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
Polish investors who want deep coverage of GPW, local funds and IKE/IKZE with Polish tax tools, and do not need AI features or automatic bank sync.
Strengths
- Deep coverage of the Polish market — GPW, funds, bonds and IKE/IKZE accounts
- Polish tax tools plus dividend and benchmark reporting
- Native iOS and Android apps and a user API
- Public portfolios you can share and follow
Trade-offs
- No permanent free tier — paid after a 30-day trial
- No AI analysis (the “AI” is only an import wizard) and no automatic bank/broker sync
- Interface and tax tools are geared to the Polish market (Polish and English only)
MyFund vs PortfolioGlance
MyFund is hard to beat for Polish-market depth — GPW, local funds, IKE/IKZE and Polish tax reporting — so for a Poland-centric portfolio it is a strong choice. PortfolioGlance is broader and AI-first, with a free core, AI analysis, health scoring and goal projection, but it does not offer Poland-specific tax tools.
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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.