Multiple brokers
Bring holdings and transactions together from multiple sources.
BEVICA / PERSONAL PORTFOLIOS
In planningPortfolio Tracker
One view of your portfolios, even when they are held with different brokers.
Planned for personal stock and ETF investments, with review of imported transactions and a clear view of holdings, costs and performance.
WHO IT SERVES
Private investors holding stocks and ETFs with more than one broker.
PLANNED FEATURES
What the plan includes.
Import review
Review transactions imported by the user.
Clear overview
Present holdings, costs, dividends and performance clearly.