Portfolio Performance
MSM Mannheimer Software-Manufaktur UG (haftungsbeschränkt) / MSM Mannheimer Software-Manufaktur UG
About this app
- Category Finance
- Age 10
- Updated Jul 8, 2025
- OS IOS / Android
Editor reviews
A professional investment tracker app to monitor all your portfolios in one place. Track stocks, ETFs, mutual funds, crypto, and cash with accurate performance analytics and clear visual reports. Designed for investors who want smarter insights, faster decisions, and reliable, audit-ready records.
Core features:
- Unified portfolio tracking with secure brokerage connections or quick CSV import, covering multiple asset classes and accounts.
- Performance analytics with time-weighted and money-weighted returns, benchmark comparison, and fee impact visibility.
- Allocation and risk insights with interactive charts, rebalancing targets, and dividend and cash flow tracking.
Ideal for individual investors, long-term savers, and DIY traders seeking portfolio management, asset allocation, dividend tracking, and multi-currency support.
Screenshots
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How to use:
1. Download the app and create your account, then set your base currency and region for accurate quotes and taxes.
2. Connect your brokerages and banks or import CSV files to load trades, positions, and cash history.
3. Open the dashboard to review holdings, gains and losses, asset allocation, dividends, and performance versus your chosen benchmark.
4. Set target allocations, goals, and alerts to receive rebalancing suggestions and important portfolio notifications.
5. Explore advanced tools like tax-lot and realized gains reports, custom time ranges, filters, and data export for sharing or backup.