VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Portfolio tracking and valuation platform with both free and premium tiers. The free plan supports a single portfolio with up to 20 holdings. Premium unlocks benchmarks, DEGIRO broker sync, and other features, with most price data updated every 15 minutes (some assets end-of-day). Automatic dividend adjustment is marked as 'coming soon' for Premium.
Key features
- Coverage of more than 250,000 assets — including stocks, ETFs, mutual funds, commodities, bonds, and crypto — across global exchanges.
- Portfolio performance tracking that incorporates fees, FX, and dividends; compare returns against any index or even custom blends (e.g. 80% MSCI World + 20% AAPL).
- Allocation charts break down holdings by asset class, currency, sector, industry, country, and market cap.
- Broker sync for DEGIRO accounts (Premium only), with credentials stored using AES-256 and updates within ~15 minutes.
- CSV import supported, with templates and guides for DEGIRO and Interactive Brokers exports.
- Built-in Discounted Cash Flow (DCF) calculator with auto-loaded cash flows and adjustable inputs for valuation work.
- Price updates: most quotes refresh with ~15-minute delay, while some assets update once per day.
- Public status page for uptime across the web app, API, and services.
- Individual asset pages include dividend histories and insider transaction records.
Suggest an edit
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.