Free online tool
Record your transactions and see the value of your portfolio live, the gain on every position and your real annual return.
What is included
XIRR return
Your real annual return, which takes into account when you put in each amount, so it compares fairly with anything else.
Benchmark comparison
What you would have today if the same money, on the same days, had gone into the S&P 500, MSCI World or Nasdaq-100.
Index XIRR
The index gets its own annual return on your own dates too, so you compare like with like.
Index history
15 years of real prices in euro. If one of your purchases is older than that, the tool tells you.
FX per transaction
Every purchase in dollars converts at the rate of its own day, so your gain also shows what the currency did.
Complete P/L
Your gain or loss includes dividends and fees, not just the change in price.
Closed positions
Whatever you have sold stays in the table with its final result, so your history is not lost.
Three allocation views
How much you hold in each position, each kind of investment and each broker, at a glance.
Cumulative investment
A chart of the money you put in month by month, next to the path it would have taken in the S&P 500.
Backup file
Your data stays on your device and moves wherever you want with a single file.
How to read it
Four figures that look alike, though each answers a different question.
It is your annual return, worked out from when each amount went in and came out. A large amount last year counts differently from a small one last month, which is why it is the fair way to measure yourself. It needs at least a year of history to mean anything.
The RHYTHM guide →The tool takes your own purchases and sales, on your own dates, and replays them on the S&P 500, the MSCI World and the Nasdaq-100. So you see what you would have today if you had chosen the index, and the comparison is fair to both sides.
The ATLAS guide →P/L also counts the dividends you received, the fees you paid and what you gained or lost on positions you have closed. Net deposits count only what you still hold. That is why the two numbers tell different stories.
The COMPASS guide →Every transaction in dollars converts to euro at the rate of the day it happened. Open positions are valued at the current rate you set above the table. So your gain also shows the part the currency brought in.
Premium
Take control of your investments across every broker and every asset, all in one file.
Your own file, forever: it opens offline and you change it as you like.
In the memory of your browser, on your own device. Nothing is sent and nothing is stored with us. Logifin has no user accounts and never sees your numbers.
No. All calculations run locally, inside the page. Even we have no way to see your portfolio or your budget.
No. There is no registration and no login. You open the page and you start.
If you clear your browsing data (cookies and site data), your entries are deleted along with it, because they live only inside your browser. This is why the backup button exists: download the file before any cleanup and restore it afterwards with one click.
The data exists only on your device, so without a backup file it is lost with it. Store a copy somewhere that survives hardware failures, such as a cloud drive or a USB stick. This way you will restore everything on a new device within seconds.
With the same backup file: download it on one device, open the tool on the other and press restore. There is no automatic sync on purpose: sync would mean your data passes through our servers.
After every meaningful update, for example when you record the transactions of the month. Ten seconds today saves you a lot of effort tomorrow.
A plain file with your entries, in a format the tool can read. It stays wherever you save it and passes through nowhere else.
No. You update the current prices yourself, whenever you want. Only the benchmark indices for the comparison come from the site. This way the tool never has to tell any service what you own.