MyFund
Made for Polish investors with GPW shares, Polish funds and IKE/IKZE accounts. Paid only, from about 4.49 PLN a month.
If most of your money sits on the Warsaw Stock Exchange, in Polish funds or in IKE and IKZE accounts, MyFund is built around exactly that. It also handles foreign stocks, ETFs, crypto and property, has Polish tax tools and imports files from brokers such as mBank, PKO and ING. There is no free plan: after a 30-day trial you pay, and the cheapest plan, Basic, costs about 4.49 PLN a month. One thing we couldn't find in its material is how returns are calculated, TWR or IRR, so we can't tell you which figure you are looking at.
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
Investors whose portfolio is mostly Polish and who want IKE/IKZE and Polish tax in one place. Skip it if you want broker sync or AI: data comes from files, and the only “AI” is the import wizard.
Strengths
- File import from Polish brokers including mBank, PKO and ING
- Polish tax tools, with IKE and IKZE accounts supported
- Native iOS and Android apps, a personal API key and public portfolios you can follow
Trade-offs
- No free plan, only a 30-day trial and a demo
- No broker or bank sync, so every update is a file or a manual entry
- The “AI” is an import wizard, with no portfolio analysis behind it
MyFund vs PortfolioGlance
MyFund goes further on Polish tax than we do, since we don't produce tax reports at all. If the yearly PIT return is why you track, MyFund is the better tool. We add rebalancing against your targets, goal projection and an AI assistant you can ask about your own holdings, and you can start without paying.
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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.