ON ANY DEVICE
Track all of your portfolio holdings anywhere. On your Computer, Laptop, Tablet, or Smartphone. Access your portfolio anywhere.
DAILY OVERVIEW
Receive daily and weekly email overview of your whole portfolio performance. Stay fully informed about your portfolio performance.
ALL IN ONE FOLIO
Track all of your portfolio holdings and assets from different brokers and accounts in one place. Dividends, splits and more…
WHAT’S COOKING?
As a DIY investor, you probably noticed that reports you receive from your brokers do not fully or properly represent the whole performance of your portfolio. In those reports things like dividends, splits, bonuses, currency exchange gains and losses are not being tracked or taken into consideration, which can substantially change the whole portfolio performance and decisions you make while managing your portfolio. As a DIY investor, you may also have several brokers that may have different currency accounts and taxations associated with them. Wouldn’t it be nice to have a unified view of all of your brokers, accounts, currencies and overall view of the portfolio performance in one place?
XMFOLIO.com is being developed to address all of the DIY investor headaches associated with portfolio tracking, analysis and reporting. Besides advanced online portfolio tracker, there are plans for advanced portfolio balancer that will use ML (Machine Learning) algorithm and sophisticated symbol alerts which will use technical analysis. Finally, you will be able to get rid off all of those daunting spreadsheets you use to track all of those things. If you would like to receive an email once this tool is being launched, please sign-up for the notification.
Coming Soon!
We are working very hard to have it launched as soon as possible. Leave your email address and we’ll notify you as soon as we launch.