TrackinV
Small European tracker that publishes its return formulas. CSV or manual entry, free for 1 portfolio, Premium €40 a year.
What sets TrackinV apart is that it shows its working: the site publishes the formulas behind its time-weighted return (Modified Dietz), CAGR and maximum drawdown. You bring transactions in by CSV or type them in, because by design it never asks for a broker login. It covers stocks, ETFs, funds and crypto in euros, dollars and pounds, tracks dividends with a calendar of upcoming payments, and compares you with the MSCI World, S&P 500, STOXX Europe 600, AEX or NASDAQ-100. The free plan holds 1 portfolio and still includes CSV import and export. Premium costs €40 a year for up to 3 portfolios, with a 30-day trial that needs no card. It's new and small, with almost no independent reviews yet, and the interface is English only.
Features at a glance
| Feature | TrackinV |
|---|---|
| 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. | Yes |
| Tax reports | Not supported |
| 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. | 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. | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Not supported |
| Multi-language | Not supported |
| 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
European investors at DEGIRO, Trade Republic or Interactive Brokers who want to check how their return is calculated and are happy to upload a CSV. Skip it if you need more than 3 portfolios, a phone app or anything beyond listed assets and crypto.
Strengths
- Published formulas for TWR (Modified Dietz), CAGR and maximum drawdown
- CSV import and export on the free plan, and never a broker login
- European benchmarks such as STOXX Europe 600 and AEX, plus a dividend calendar
Trade-offs
- No sync with brokers or banks
- No phone app, English only, and at most 3 portfolios
- No rebalancing, goals, AI or tax reports
TrackinV vs PortfolioGlance
TrackinV forecasts upcoming dividends and puts its formulas on its website, and we don't forecast payouts. On the basics we agree: no broker login, CSV or manual entry, a time-weighted return and an index to compare with. We add the money-weighted return, property and deposits, rebalancing against your targets, a goal with a date and an AI assistant, in English, Polish or Turkish. If a lean, transparent return calculator is all you want, TrackinV does the job.
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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.