TrackinV
European analytics-first portfolio tracker with transparent TWR + Modified Dietz returns from CSV or manual entry.
TrackinV is a European, analytics-first portfolio tracker for self-directed investors who want honestly calculated returns without handing over broker logins. You import transactions by CSV or enter them manually, and it computes time-weighted return using the Modified Dietz method, along with CAGR and maximum drawdown, then benchmarks you against indices like the MSCI World and S&P 500. It covers stocks, ETFs, funds and crypto with multi-currency FX handling, dividend tracking and a forward dividend calendar, and it can generate a public share link. A genuine free tier covers one portfolio; Premium at €40/year adds up to three portfolios and the full analytics suite.
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 on brokers like DEGIRO, Trade Republic or Interactive Brokers who want transparent, cash-flow-adjusted performance and dividend analytics from CSV data, without linking any account.
Strengths
- Real, documented return math — TWR via Modified Dietz, plus CAGR and maximum drawdown, with published formulas
- CSV or manual only, no credential sharing — fully usable without linking a broker
- Genuine permanent free tier and a cheap Premium (€40/year) with a 30-day no-card trial
- Solid multi-asset, multi-currency coverage with automatic FX and dividend forecasting
- European-first benchmarks and hosting, plus public portfolio share links
Trade-offs
- No automatic broker or bank sync — everything is CSV or manual
- No native mobile app; the web dashboard is English-only
- No AI, health score, rebalancing, goal projection, custom tags or backtesting
- No filing-ready tax reports and no public API; closed-source and cloud-only
- Very small, new product with essentially no independent review track record yet
TrackinV vs PortfolioGlance
TrackinV shares our core conviction — returns should be calculated honestly, and it publishes its TWR/Modified Dietz formulas so you can check them. The differences are breadth and convenience: PortfolioGlance adds a portfolio health score, rebalancing against a target, goal projection, a named AI layer and a shareable roast, in multiple languages, and can import broker CSVs as well as sync. TrackinV deliberately avoids any account linking and keeps things lean. For a minimal, transparent return calculator fed by hand, TrackinV is enough; for that same rigour plus health, rebalancing, goals and AI, PortfolioGlance is the fuller tool.
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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.