Keep all your investment related records in one place
Make your future taxes easy
Track your portfolio across different accounts, with assets in different currencies easily.
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Keep track of your transactions
You can import your transactions and info about other events (e.g. dividend payouts, crypto staking payouts or saving interest) to invertimo using either manual or automated import.
Invertimo supports batch upload from Degiro (biggest European brokerage) and from Binance (one of the biggest crypto exchanges).
More integrations are planned in the future.
Get started for free -
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See your realized gains for any period easily
It's easy to lose track of all your transactions and get confused with currency exchange rates.
On top of that in some countries such as Ireland, funds are taxed differently than stocks and you have to deal with deemed disposal and pay taxes from unrealized gains.
Invertimo is perfect for an any investor with diverse assets, e.g in Euro, USD, GBP and crypto.
Try it -
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What contributed to the value of your portfolio over time?
Invertimo automatically fetches prices for recognized assets and can help you better understand your portfolio over time.
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Developed with ❤️ as open source
The code is open source and can be found on github.
Developed by @attilczuk.
Do you have any suggestions? Send them to justyna@invertimo.com