Portfolio tracking

Portfolio Tracker for Interactive Brokers, DEGIRO, Trading 212, and More

Import holdings by CSV and track performance, allocation, dividend income, and net worth in one place.

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1 month free. No credit card required.

Portfolio

Total value

€24,680.50+12.4%

Total return

€2,720.30

Gain/Loss

+€1,840.00

Yield

3.2%

HoldingsAllocation
AA

AAPL

Apple Inc.

35%

+2.4%

MS

MSFT

Microsoft

28%

+1.8%

VW

VWCE

Vanguard FTSE

22%

-0.3%

AAPL35%
MSFT28%
VWCE22%

How It Works

1

Export your portfolio as CSV

Download a holdings export from your broker account. CSV import works across supported and non-supported brokers.

2

Upload and map your positions

Upload the file to WonderMoney. Your assets and quantities are recognized and prepared for tracking.

3

Monitor performance daily

Track valuation, gains, allocation, top movers, and dividend income with daily price updates.

Works with the brokers you already use

WonderMoney supports importing positions through CSV from popular brokers and platforms, so you can centralize your portfolio tracking without waiting for broker APIs.

Interactive Brokers
DEGIRO
Trading 212
And many more via CSV import

What You Get

Daily portfolio valuation using market prices
Performance tracking with return and gain/loss visibility
Allocation insights by holdings and exposure
Benchmark comparison for context
Top movers to quickly spot winners and laggards
Dividend income visibility over time
Multiple portfolios in one account
Portfolio value integrated into net worth

Portfolio Tracker FAQ

Which brokers can I import from?

You can import CSV files from Interactive Brokers, DEGIRO, Trading 212, and many other brokers.

Do I need broker API access?

No. CSV import is enough to track your holdings, so broker API access is not required.

Can I track more than one portfolio?

Yes. WonderMoney supports multiple portfolios under the same account.

Track your portfolio with the rest of your finances

Bring investments, accounts, and net worth together in one clear dashboard.

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No credit card. Setup in 2 minutes.