All Your Investments

One Clear View

Track all your investments and dividends in one place. Know your real returns.

Perfect for retail investors with multiple brokers, but works great with just one

Still tracking your portfolio in Excel?

You're not alone. Here's what makes it so frustrating:

Manual dividend tracking takes hours

Dividend tracking means sifting through broker statements and updating your own spreadsheet.

And if you hold dividend stocks across multiple brokers? Multiply that headache by two or three. And what if the dividends are in different currencies?

You struggle to understand your real performance

One of your brokers shows you're +15% this year and another one +21%. But what is the combined performance of both portfolios?

Without accurate performance metrics, you can't tell if your investment strategy is actually working or if you're just riding market trends.

Your investments are scattered across multiple brokers

You have some stocks in Interactive Brokers, some stocks in Freedom Finance, and maybe some ETFs in another account. Each broker shows only their slice of your portfolio, leaving you with an incomplete picture.

Manually combining data from multiple platforms is exhausting and prone to errors.

Sound familiar?

We got you covered!

One dashboard. Complete clarity.

Here's what you get with capiotrack:

Track dividends with ease

See all your past and upcoming dividend payments in one place. Know exactly when to expect income, across all your dividend stocks and brokers.

From manual spreadsheets to automatic tracking

Know exactly how well you're doing

Get accurate metrics that account for deposits and withdrawals. Compare your performance across time periods.

From guessing to knowing your real returns

See your complete portfolio at a glance

No more jumping between broker platforms. All your holdings from Interactive Brokers, Freedom Finance, and any other broker combined in one view.

From scattered to unified in minutes

Get started fast

Just upload your broker statements. The rest is on us: importing transactions, tracking prices and calculating returns.

Your broker not supported? No problem! We'll add it for free.

From hours of setup to quick insights

How It Works

Get started in 3 simple steps

Import broker statements

We currently support Interactive Brokers and Freedom Finance 24, with more brokers coming soon.

Import Screen

Track investments and dividends

Upcoming and past dividends across all your portfolios with our dividend calendar.

Dividend Calendar

Analyze performance

Performance metrics: TWR, MWR, ROI, etc for each separate portfolio and for the combined one. Make reports for any period of time.

Performance Charts

Here Is What You Get

Everything you need to track, analyze, and optimize your investment portfolio. Built for serious retail investors who want professional-grade tools.

Multi-Broker Portfolio Aggregation

Connect all your brokerage accounts in one place. Get a unified view of your investments across Interactive Brokers, Freedom Finance 24, and more brokers coming soon.

Advanced Performance Analytics

Track your returns with professional-grade metrics: Time-Weighted Return (TWR), Money-Weighted Return (MWR/IRR), and ROI. Analyze performance for individual portfolios or your combined holdings.

Dividend Tracking & Calendar

Never miss a dividend payment. View upcoming and historical dividends across all your holdings with our comprehensive dividend calendar. Track dividend reinvestments automatically.

Multi-Currency Support

Invest globally without the headache. All values are automatically converted to your base currency using real-time FX rates. Track stocks, ETFs, and bonds in any currency.

Flexible Time Period Analysis

Analyze your performance over any timeframe: 1 week, 1 month, 3 months, 6 months, 1 year, year-to-date, 2 years, 3 years, 5 years, or all-time. Generate custom reports for any period.

Complete Transaction History

Import broker statements or manually add transactions. Track buys, sells, deposits, withdrawals, dividends, interest, and fees. Edit or delete transactions anytime with full audit trail.

All features available on both desktop and mobile.