Dashboard
Your portfolio at a glance
A clean, powerful dashboard that shows everything you need. No clutter, no noise.
Portfolio Analytics is a free, real-time dashboard for stocks, ETFs, crypto and dividend income. See your true performance across every currency, forecast passive income month by month, and keep your financial data private — no ads, no subscription.
Whether you're starting with your first ETF or managing dozens of positions across several currencies, Portfolio Analytics fits in.
Forecast your monthly passive income, track yield on cost, watch year-over-year dividend growth, and see which holdings really pay the bills.
Benchmark your portfolio against NASDAQ 100, S&P 500, Dow Jones, gold or bonds. IRR keeps the math honest across years of buys, sells and reinvestments.
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.
Track every accumulating or distributing ETF across European exchanges (`.DE`, `.PA`, `.L`, `.AS`) with automatic sector and country breakdown.
Daily Change per holding with per-currency breakdown, Top Gainers / Top Losers by 1d, 7d, 1m or YTD, and a sortable heatmap of today's moves.
Your data never leaves your account. No ads, no third-party analytics selling your positions, full audit log, 2FA and single-device sessions. Delete everything in one click.
No complicated setup, no broker integrations to configure. Just log your trades and Portfolio Analytics does the rest.
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.
Create one or many portfolios (e.g. "Retirement", "Dividend", "Growth"). Enter buys, sells and dividends manually — or bulk-import a CSV from your broker.
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.
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.
Powerful tools for serious investors. Track, analyse and optimise your investment strategy — all in one clean dashboard.
Live stock prices via Yahoo Finance with automatic 5-minute refresh. Track stocks, ETFs, crypto, mutual funds and international tickers across unlimited portfolios.
Track dividend income, yield, payout history and growth rates. Monthly and 12-month projections plus per-stock income breakdown. Closed positions are automatically excluded.
IRR (XIRR), total return, daily P&L, realized and unrealized gains, yield on cost and dividend yield. The KPIs serious investors actually use.
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.
Visualise allocation by sector, country and asset class. Top-15 holdings breakdown with interactive donut charts and equal-weight rebalancing suggestions.
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.
Don't let finance jargon get in the way. Here's what each number on your dashboard actually means.
The current market value of everything you hold, in your reporting currency. It updates every 5 minutes with live prices.
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.
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 = 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.
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.
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.
A clean, powerful dashboard that shows everything you need. No clutter, no noise.
Everything passive income investors need to track, analyse and grow their dividend portfolio. Closed positions are automatically filtered out so your projections stay accurate.
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.
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.
Year-over-year dividend growth rates and 12-month payment forecasts. Interactive charts let you drill into any year, month or symbol.
Same data, three views — switch instantly, no reload. Filter by 1d, 7d, 1m, 3m, 6m, YTD, 1y, 5y or all-time.
Horizontal % bar chart, sorted by performance. Instantly see which positions are leading and which are lagging over your chosen window.
Treemap tiles sized by market value, coloured by % change. The fastest way to read the market at a glance — especially on days with lots of movement.
Full table: Symbol, Shares, Avg Cost, Price, Value, Gain $, Gain %. Sort any column, scan the whole portfolio in one screen.
Your financial data is protected with multiple layers of security and strict per-user data isolation.
TOTP-based 2FA works with Google Authenticator, Authy, 1Password or any authenticator app.
Sign in securely with your Google account. No extra password to remember.
Skip 2FA for 30 days on a browser you trust. Revoke at any time from your account settings.
Only one active session per account. Logging in elsewhere disconnects the previous device — with a warning so you know.
Every login, password change, transaction and admin action is logged with IP, device and outcome — you can review or export it any time.
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.
No hidden fees, no credit card required, no feature limits. Just sign up and start tracking.
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. 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.