Your broker hands you your full history as an export file. Almost nobody uses it, because turning it into something readable means an evening of copying and reformatting.

This reads those files directly. Pick your broker, paste the export — dashboard, monthly history, dividends and charts fill themselves in.

INSIDE

• ++Dashboard++ — value, profit/loss, dividends, allocation, top 10 holdings, benchmark

• ++Import++ — Trading 212, Freedom24, DEGIRO. Buys, sells and dividends separated automatically

• ++Monthly++ — your whole journey: invested, dividends, value, gain vs money in

• ++Projection++ — 5, 10, 20 years ahead as a low/base/high range, not one confident-sounding number

WHY THIS ONE

Handles non-English exports. DEGIRO localises column headers to your account language, so trackers matching on header text break. This matches on column position.

Opens Freedom24 .xls natively — Freedom24 has no CSV export, which is why most web trackers struggle with it.

No signup, no account linking, no subscription. Your data never leaves your computer.

BEFORE YOU BUY

Prices are typed in, not live — that keeps it working identically in Excel, Google Sheets, LibreOffice and Numbers. Sheets users can swap in =GOOGLEFINANCE(). Freedom24 exports have no currency column. Trading 212 exports reach back 12 months only. All documented inside the file.

Record-keeping tool, not investment advice.

One payment. Yours permanently. Free updates.