Portfolio-Terminal

Portfolio Terminal is a powerful tool designed for active investors who want to keep a close eye on their investments. It provides advanced analytics, similar to what big financial institutions use, to help investors understand how their portfolios are performing, manage risks, and track dividends. All of this is done using up-to-the-minute market information.

Benefits

Portfolio Terminal makes it easy to track your investment performance and key risk measures. It helps you see how your portfolio is doing compared to market benchmarks like the S&P 500. The platform also includes dividend tracking, so you don't miss any income from your stocks. A standout feature is its focus on privacy, as your data stays on your browser by default. Setting up is fast, often taking just two minutes. You can quickly add your investment details or import them from major brokers. It also offers a unique privacy mode that lets you blur sensitive financial information with just one click.

Use Cases

This tool is ideal for individual investors who manage their own portfolios and want a more sophisticated way to analyze their investments than using spreadsheets. It's useful for anyone who needs to track performance, understand risk metrics like VaR and Sharpe ratio, or monitor dividend payments. It supports a wide range of brokers, including Trade Republic, Trading 212, Revolut, and IBKR, and can import data from various file types like CSV and JSON. You can even try out a demo with real market data before signing up.

Pricing

Portfolio Terminal offers a free plan that includes all the main features for individual investors. A Pro version for more advanced users is planned for early access.

Vibes

Users appreciate the platform's focus on privacy and its ability to provide institutional-grade analytics. The quick setup and compatibility with many brokers are also highlighted as major advantages, making it a convenient and powerful tool for managing investments.