The Smart
Portfolio Tracker
Portfolio Tracker
Say goodbye to juggling multiple apps. Investiqal combines portfolio tracking, advanced stock screening, and deep performance insights into one powerful tool.
Available on the web today. iOS and Android apps coming soon. Built for everyone from the beginning investor to the seasoned market expert.
Everything You Need to Invest Smarter
Investiqal provides all the tools you need to track your portfolio, screen stocks, and analyze performance, all in one place.
Your Entire Portfolio at a Glance
Stop opening five apps to understand your own portfolio. The Investiqal dashboard gives you everything in one screen: value, gains, allocation, and top positions.
- Total value, cost basis, and unrealized gains in one view
- Interactive allocation treemap across all your holdings
- Top positions ranked by weight and performance
Transaction Flow: See Your Trades in Context
Most portfolio apps show you a list of trades. Investiqal shows you the story behind them. Click any stock and watch its price history appear with every buy and sell marked on the chart.
- Monthly buy/sell volumes shown as stacked bars per ticker
- Select any position to overlay its full price history
- Entry and exit points marked directly on the price line
Early tester, via XCool feature. I have not seen this anywhere else. You actually have everything at a glance.
Dividend Tracking & Forecast
Know your income before it arrives. Investiqal tracks every dividend you have received and projects what is coming next, by month and by year.
- Full dividend history broken down by ticker and month
- Annual income overview with year-over-year comparison
- Forward-looking forecast based on your current holdings
Deep Portfolio Analytics
Understand your real exposure. Investiqal breaks down your portfolio across geographies, sectors, and currencies so you know exactly where your money actually is.
- Geographic allocation treemap by country
- Sector breakdown across GICS categories
- Currency exposure to manage FX risk
Expert Stock Screeners
Find your next investment with screeners grounded in financial literature, not trending picks or noise. Filter by market cap, sector, and country.
- Greenblatt Magic Formula for quality value stocks
- Value Composite and Quality Composite approaches
- Filter by market cap, sector, and country
Multi-Broker CSV Import
Your trading history already exists. Import your transactions from any major broker via CSV and be up and running in minutes.
- CSV import compatible with all major brokers
- Automatic security matching and deduplication
- Review and confirm every transaction before it is saved
Simple and Transparent Pricing
Start for free and upgrade when you are ready for more.
All plans include access during the beta phase.
- 1 portfolio
- 1 watchlist
- Performance dashboard
- Dividend summary
- Dividend forecast
- Extended performance (TTWROR, IRR)
- Sector and country breakdown
- Stock screeners
- Up to 10 portfolios
- Up to 10 watchlists
- Performance dashboard
- Dividend summary and forecast
- Extended performance (TTWROR, IRR)
- Sector and country breakdown
- Greenblatt stock screener
- All 3 stock screeners
- Portfolio benchmark comparison
- Up to 10 portfolios
- Up to 10 watchlists
- Performance dashboard
- Dividend summary and forecast
- Extended performance (TTWROR, IRR)
- Sector and country breakdown
- All 3 stock screeners
- Portfolio benchmark comparison
- Priority support
Pricing is indicative and subject to change before launch. Beta access is free for all participants.
Frequently Asked Questions
Got questions? We've got answers. Here's everything you need to know about Investiqal and the upcoming beta.
Ready to invest smarter?
Join the Investiqal Beta
Be among the first to experience the ultimate stock screening and portfolio tracking app, free during the beta phase.
Contact Us
Have questions about Investiqal? We'd love to hear from you. Send us a message and we'll respond as soon as possible.
Let's Start a Conversation
Whether you have a question about our features, the beta program, or just want to say hello. We're here to help.
Phone
+49 2131 3843398
Address
Kurskontrolle UG Jahnstraße 43 41564 Kaarst, Germany