SmartFolio vs Holding Tracker

SmartFolio is a free investment portfolio tracker for stocks, ETFs, and crypto. Track your complete portfolio history, see real profit and loss, monitor dividends, analyze performance, and manage investments across multiple brokers and accounts. No subscription. No account. No ads. Your portfolio data stays on your device. TRACK YOUR INVESTMENTS See everything you own in one place. • Stocks, ETFs, funds, indices, and crypto • Multiple portfolios and brokerage accounts • Total portfolio value and daily change • Cash, deposits, withdrawals, fees, dividends, and interest • Allocation by holding, sector, asset class, region, and currency • Portfolio totals in 28 display currencies IMPORT YOUR BROKER HISTORY Bring your existing investments into SmartFolio in minutes. Import CSV or Excel files from brokers including Wealthsimple, Questrade, TD, RBC, BMO, Scotia iTRADE, CIBC, National Bank, Qtrade, Interactive Brokers, Fidelity, Schwab, Vanguard, E*TRADE, Robinhood, Webull, Trading 212, DEGIRO, Coinbase, and more. Import your full transaction history or just your current holdings. Review every account, symbol, and transaction before saving. Duplicate imports are prevented, unknown tickers can be fixed quickly, and stock splits are handled for you. Have a PDF statement or screenshot? Use your preferred AI assistant to convert it into an importable format, then review the results before importing. SEE YOUR COMPLETE PORTFOLIO HISTORY Never lose your investment history after you sell. • Every buy, sell, dividend, and stock split • Trades shown directly on price charts • Realized and unrealized gains • See what you made on each sale and how long you held it • History across all your portfolios UNDERSTAND PROFIT & LOSS Know how your investments are really performing. SmartFolio tracks realized gains, unrealized gains, invested capital, cash flow, fees, and currency exchanges. See gains by individual lot using first-in, first-out accounting. ANALYZE PORTFOLIO PERFORMANCE Go beyond today's gain or loss. • Time-weighted returns from 1 week to all time • Monthly returns heatmap • All-time high and maximum drawdown • Portfolio volatility • Compare performance with the S&P 500 • Historical performance charts and reports TRACK DIVIDENDS & INCOME See what your investments pay you. • Dividends and interest by month, year, and holding • Dividends after tax: one tax rate for all stocks, or a rate per stock • Dividend yield • Yield on cost • Estimated dividends for the next 12 months based on your current holdings UNDERSTAND YOUR PORTFOLIO See where your money is invested and identify concentration across holdings, sectors, asset classes, regions, and currencies. SmartFolio also provides a portfolio review with information about portfolio construction and risk. GLOBAL MARKET DATA Track investments across global markets, from Canada and the United States to Europe, Japan, Hong Kong, India, and Australia. Search for stocks, ETFs, funds, indices, and crypto pairs. Build a watchlist and keep last-known prices on your device for offline viewing. REPORTS & EXPORTS • Profit by stock and year • Closed positions • Complete activity ledger • Share portfolio reports as PDF • Export your data to CSV • Back up and restore with a file BUILT FOR IPHONE & IPAD • Fast trade entry with live prices • Easy portfolio switching • Light and Dark Mode • Dynamic Type • Optional Face ID protection • Offline access to saved portfolio data PRIVATE BY DESIGN Your investment data belongs to you. • No SmartFolio account • No server storing your portfolio • No tracking • No advertising identifiers • No ads • Portfolio calculations happen on your device • Export your data whenever you want Market prices, news, and other financial information come from third-party sources and may be delayed or unavailable. SmartFolio is a portfolio tracker and analysis tool, not financial advice. Free to use. No subscription. No ads.

Holding Tracker makes it easy to organize and understand your investment portfolio. Track holdings across multiple portfolios and global exchanges. Record transactions, dividends, and stock splits, then review your investment history and portfolio performance in one place. Features include: • Record buy and sell transactions • Monitor dividends and distributions (Automatically!) • Record stock splits (Automatically) • Support multiple currencies and global exchanges • Manage multiple portfolios • Review holdings and portfolio performance • Export your investment records Holding Tracker is a record-keeping tool for personal portfolio organization. It does not execute trades or provide financial, investment, or tax advice.