Portfolio analysis based on your transactions
Import your purchases and sales. Investiqal connects them with historical market data to show timing, performance, dividends, and concentration in context.
One portfolio and the performance dashboard are free. Advanced analysis is in Pro.
You do not have to rebuild your portfolio. Start with the decisions you have already made.
Download your transaction history from a supported broker as a CSV or Excel file.
Investiqal matches securities, detects duplicates, and lets you review every transaction.
Analyze how timing, position sizes, dividends, and allocation shaped your result.
Performance
Connect today’s portfolio value with the purchases, sales, and acquisition costs behind it. See which positions shaped your result.
With Pro: Exposure
Interactive views show how strongly your portfolio depends on individual companies, countries, and sectors.
With Pro: Dividend forecast
Connect received dividends to your positions and see expected payments based on your current holdings.
Yes. You can import and analyze one portfolio for free forever. No credit card is required to register.
Upload a CSV or Excel export from a supported broker. Investiqal matches securities, detects duplicates, and lets you review transactions before saving. You can also add positions manually.
A tracker mainly shows what you own. Investiqal starts with your transactions and helps analyze the entries, exits, holding periods, and allocation decisions behind the result.
Yes. Pro supports up to ten portfolios and ten watchlists.
Import your first portfolio and analyze how you have actually invested.
Analyze a portfolio for freeOne portfolio and the performance dashboard are free. Advanced analysis is in Pro.
