Does Portfolio Analytics support multiple currencies?

Yes. Portfolios can be denominated in USD, EUR, GBP, CHF, JPY, CAD, AUD, RON, ILS and more. Each transaction can be in any currency, and the app shows per-currency subtotals everywhere. You can switch the reporting currency at any time.

Can I import my transactions from another broker or tracker?

Yes. You can import a CSV file with your buy / sell / dividend history. The importer validates every row, shows errors clearly, and only writes clean data. You can export your portfolio as CSV at any time.

Is my financial data secure?

Portfolio Analytics uses JWT authentication, optional TOTP two-factor authentication, Google OAuth, bcrypt password hashing, encrypted HTTPS transit, single-device sessions, trusted devices, and strict per-user data isolation enforced at every API endpoint. A full audit log tracks every login attempt and account action.

Is Portfolio Analytics really free?

Yes — completely free, no subscription, no feature limits, no ads, no data selling. Unlimited portfolios and unlimited transactions. It was built by independent full-stack developer Petru Ceciltan as a free tool for individual investors.

Who is Portfolio Analytics for?

Long-term investors, dividend income investors, ETF tracker users, and multi-currency investors who want a private, ad-free alternative to commercial portfolio trackers. It's equally suitable for a small dividend portfolio and for an investor with dozens of positions across several currencies.

Can I delete my account and data?

Yes. You can deactivate your account at any time from the account menu. There is a 7-day grace period (during which you can cancel the deletion), after which all your data is permanently removed.

Portfolio Analytics — Free Investment & Dividend Tracker with Candlestick Charts

Who it's for

Built for investors who want clarity, not clutter

Whether you're starting with your first ETF or managing dozens of positions across several currencies, Portfolio Analytics fits in.

Dividend income investors

Forecast your monthly passive income, track yield on cost, watch year-over-year dividend growth, and see which holdings really pay the bills. Closed positions are automatically excluded so projections stay honest.

Long-term buy & hold

Benchmark against NASDAQ 100, S&P 500, Dow Jones, gold or bonds. IRR keeps the math honest across years of buys, sells and reinvestments.

Multi-currency investors

Hold US, European, Canadian, Israeli or Asian stocks in one dashboard. Every stat card shows per-currency chips so you always know the native totals.

ETF & index investors

Every European ETF (`.DE`, `.PA`, `.L`, `.AS`) with auto sector and country breakdown.

Active traders

Daily Change per holding, top gainers / losers by period, and a heatmap of today's moves.

Privacy-conscious

No ads, no third-party trackers, full audit log, 2FA. Delete everything in one click.

How it works

Four steps from empty dashboard to full insight

No complicated setup, no broker integrations to configure. Just log your trades and Portfolio Analytics does the rest.

1

Create your account

Sign up with email or Google in under 30 seconds. Verify your inbox, enable 2FA if you want, and you're in. First user becomes Super Admin — ideal for families or small teams.

2

Add portfolios & transactions

Create one or many portfolios (e.g. "Retirement", "Dividend", "Growth"). Enter buys, sells and dividends manually — or bulk-import a CSV from your broker.

3

Prices update automatically

Portfolio Analytics pulls live prices from Yahoo Finance every 5 minutes. You see current market value, daily change, unrealized gain and dividend yield in real time.

4

Analyse & optimise

Switch between Chart, Heatmap and Details views. Spot top gainers and losers by period. Project next year's dividend income. Benchmark against NASDAQ 100 or any major index.

Dashboard

Your portfolio at a glance

A clean, powerful dashboard that shows everything you need. No clutter, no noise.

Portfolio Analytics main dashboard: 7 KPI cards (Total Value, Total Gain, Daily Change, Unrealized G/L, Realized G/L, Dividend Yield, Invested) with per-currency chips, an allocation donut chart and a holdings table showing real-time stock prices, day change, gain percentage and dividend yield

Overview

Seven KPIs, live. Per‑currency totals. One screen.

Total value, total gain, daily change, unrealized and realized P/L, dividend yield and invested capital — every metric refreshes with live Yahoo Finance prices and shows you the per‑currency breakdown so you always know what's USD, EUR, GBP, JPY or anything else.

Allocation donut + sortable holdings table on the same screen.
Click any symbol to jump straight to its candlestick chart.
Switch reporting currency on the fly — totals re‑convert with live FX.

Open the dashboard

Diversification

See the shape of your portfolio — sector, country, asset class.

Interactive donut charts for the top-15 holdings, sectors, asset classes and countries. The Stock Intersection X‑Ray Sankey makes overlap across multiple portfolios obvious at a glance — no spreadsheets, no guesswork.

Donut + bar combo so you read both share and absolute size.
Sector / country / class views switch instantly — no reloads.
Holdings Map treemap sizes positions by value, colours by today's move.

See holdings map

Features

Everything you need to manage your portfolio

Powerful tools for serious investors. Track, analyse and optimise your investment strategy — all in one clean dashboard.

Real-time portfolio tracking

Live stock prices via Yahoo Finance with automatic 5-minute refresh. Track stocks, ETFs, crypto, mutual funds and international tickers across unlimited portfolios.

Dividend analytics

Track dividend income, yield, payout history and growth rates. Monthly and 12-month projections plus per-stock income breakdown. Closed positions are automatically excluded.

Performance metrics

IRR (XIRR), total return, daily P&L, realized and unrealized gains, yield on cost and dividend yield. The KPIs serious investors actually use.

Multi-currency support

Track investments in USD, EUR, GBP, CHF, JPY, CAD, AUD, RON, ILS and more. Per-currency totals across every portfolio, with live FX conversion for reporting.

Diversification analysis

Visualise allocation by sector, country and asset class. Top-15 holdings breakdown with interactive donut charts and equal-weight rebalancing suggestions.

CSV import & export

Bulk import transactions from any broker's CSV export. Validate, map and import thousands of rows in seconds. Export your whole portfolio back out anytime.

Candlestick & line charts

Markets tab with Stock Detail: type any ticker and switch between candlestick and line. 1D intraday (5-minute bars), 1W (hourly), 5D, 1M, 3M, 6M, YTD, 1Y, 5Y, MAX or custom. Six index sparkline cards — click any to load it.

Stock Intersection X-Ray

Sankey diagram links portfolios to symbols, so you can spot overlap across multiple portfolios at a glance. Pair it with the Holdings Map treemap for an instant sense of position size.

Holdings performance

Three ways to see your winners and losers

Same data, three views — switch instantly, no reload. Filter by 1d, 7d, 1m, 3m, 6m, YTD, 1y, 5y or all-time.

Holdings Map treemap from Portfolio Analytics — tiles sized by market value and coloured green or red by daily performance, with period filters 1d, 7d, 1m, 3m, 6m, YTD, 1y, 5y, all

Heatmap view

The whole portfolio in one glance.

Treemap tiles are sized by market value and coloured by % change — green for gainers, red for laggards. Period filters from 1‑day to all‑time. The fastest way to read your portfolio on a busy day.

Chart view — horizontal % bars sorted by performance.
Heatmap view — treemap sized by value, coloured by daily move.
Details view — sortable table with Shares, Avg Cost, Price, Value, Gain $/%.

Open in dashboard

Markets

Candlestick charts for every ticker

Type any Yahoo-supported symbol — stock, ETF, crypto or index — and read it like a pro.

Stock Detail

1D intraday to all‑time. Candlestick or line. Any ticker.

Periods cover 1D intraday (5‑minute bars), 1W (hourly), 5D, 1M, 3M, 6M, YTD, 1Y, 5Y, MAX and a custom date range that auto‑picks an appropriate interval. Six index cards — S&P 500, NASDAQ, Dow, Russell 2000, Gold, US 30Y Yield — with sparklines and one‑click load.

Type a ticker (AAPL, VWCE.DE, BTC‑USD, EUNL.DE…) and hit Load.
Click any index card or portfolio symbol to load it instantly.
Custom range picker auto-selects the interval (daily / hourly / 5‑min).

Open Markets tab

Dividend Tracking

Detailed dividend analytics

Everything passive income investors need to track, analyse and grow their dividend portfolio. Closed positions are automatically filtered out so your projections stay accurate.

Portfolio Analytics dividend tracking dashboard: passive income diversification by holding, average annual dividend growth bar chart, and projected future monthly payment amounts

Income forecast

See next year's passive income — by month, by symbol.

Yield/payout history, passive‑income diversification, average annual growth, and a forward 12‑month projection for every holding. The dividend tab is the home for income investors.

Per-month and 12-month projections from actual payment history.
Yield on cost vs current yield, side by side.
Closed positions auto-excluded — forecasts stay honest.

Income tracking

Total dividends received by month, quarter and year. Per-stock breakdowns, historical payment counts, and forecasts for the next 12 months based on your actual payment history.

Yield analysis

Current yield and yield on cost side by side. Spot which positions pay the highest income relative to what you originally paid, not just to today's price.

Growth projections

Year-over-year dividend growth rates and 12-month payment forecasts. Interactive charts let you drill into any year, month or symbol.

Understand your numbers

Portfolio metrics, in plain English

Don't let finance jargon get in the way. Here's what each number on your dashboard actually means.

Total Value

The current market value of everything you hold, in your reporting currency. It updates every 5 minutes with live prices.

Total Gain

Unrealized gain (on positions you still hold) plus realized gain (on positions you've sold) plus dividends received. The all-in "how am I doing" number.

IRR (Internal Rate of Return)

The annualised return that accounts for when you added or removed money. Unlike a simple percentage, IRR stays honest across years of deposits, withdrawals and reinvestments.

Dividend Yield & Yield on Cost

Dividend yield = projected annual dividends ÷ current value. Yield on cost = projected dividends ÷ what you originally paid. Yield on cost is usually higher — and tells you how well your past buying decisions are paying off today.

Daily Change

How much your portfolio moved today, in both dollars and percent, broken down by currency. Hidden if the market is closed or if you only have non-trading assets.

Heatmap

A treemap-style grid where bigger positions get bigger tiles and the colour shows today's move. The fastest way to spot what's working and what's lagging.

Security

Enterprise-grade security for personal finance

Your financial data is protected with multiple layers of security and strict per-user data isolation.

Two-factor authentication

TOTP-based 2FA works with Google Authenticator, Authy, 1Password or any authenticator app.

Google OAuth

Sign in securely with your Google account. No extra password to remember.

Trusted devices

Skip 2FA for 30 days on a browser you trust. Revoke at any time from your account settings.

Single-device sessions

Only one active session per account. Logging in elsewhere disconnects the previous device — with a warning so you know.

Full audit log

Every login, password change, transaction and admin action is logged with IP, device and outcome — you can review or export it any time.

Strict data isolation

Every API call is scoped to your user ID at the database query layer. No admin panel or analytics backdoor can ever see your portfolios.

Pricing

Free. Forever. Really.

No hidden fees, no credit card required, no feature limits. Just sign up and start tracking.

Frequently asked questions

Stocks, ETFs, mutual funds, cryptocurrencies, indices and international tickers (e.g. AAPL, VWCE.DE, NOVO-B.CO, BTC-USD). Prices come from Yahoo Finance with automatic 5-minute refresh.

Yes. Portfolios support USD, EUR, GBP, ILS, CHF, JPY, CAD, AUD, RON and more. Multi-currency totals are shown per currency and in your chosen reporting currency.

IRR uses Newton-Raphson XIRR iteration on your real cash flows. Total return = unrealized gain + realized gain + dividends received. Daily P&L compares yesterday's close to today's last price. Cost basis uses a running average that resets when a position is closed and re-opened, so the numbers stay honest across years of trading.

Yes. Import a CSV from any broker; the importer validates every row and shows a clear preview before writing anything. You can export your data back out as CSV at any time.

Yes. The Markets tab has a Stock Detail panel — type any Yahoo-supported ticker, switch between candlestick and line, and choose 1D intraday (5-minute bars), 1W (hourly bars), 5D, 1M, 3M, 6M, YTD, 1Y, 5Y, MAX or a custom date range. Clicking an index card (S&P 500, Nasdaq, Dow, Russell 2000, Gold, US 30Y Yield) or any portfolio symbol name auto-loads it in the chart.

Yes. Two-factor authentication, Google OAuth, bcrypt password hashing, single-device sessions, trusted devices, and strict per-user data isolation at every API endpoint. A full audit log tracks every login, password change and account action. Your data is never shared or sold.

Yes — completely free. No subscription, no ads, no feature limits. Unlimited portfolios and transactions. Portfolio Analytics was built by independent full-stack developer Petru Ceciltan as a free tool for individual investors.

No — there's nothing to connect. You log your transactions manually or import a CSV. That means no OAuth tokens, no read-only API keys, and no third party ever gets access to your broker account.

Yes. From the account menu you can deactivate your account immediately. There's a 7-day grace period (you can cancel during that window); after that, every portfolio, transaction, cash entry and audit record tied to your account is permanently removed.

Yes. Admins can create additional users, assign them under their account, and "View as" any of their users — useful for families or advisors. Super Admins can also export a full user's data as JSON and import it into another account in one click (merge-only, never destructive).

Portfolio Analytics was built by full-stack developer Petru Ceciltan. The project showcases expertise in Node.js, Express.js, PostgreSQL, JWT authentication, TOTP 2FA, Google OAuth and real-time financial data processing — all offered to individual investors at no cost.

Track your investments like a pro.

Markets you actually want — in one place