getquin is a Berlin tracker with a social feed and free bank connections. AllInvestView also has public portfolios, voting and portfolio comparisons. Capital gains rules cover 14 jurisdictions. It also adds options Greeks, bond pricing and a past-date portfolio view.
getquin is a Berlin-built portfolio and net worth tracker with a social layer at its center: public profiles, a community ideas feed, and bank and broker connections on the free tier.
Who it suits: European retail investors who enjoy community-driven investing and portfolio sharing.
Best for: Investors who want dividend records and capital gains reports shaped to one of Sharesight's five tax countries
Sharesight is an Australian portfolio tracker built around dividend tracking and capital gains reports shaped to five tax authorities, covering listed shares, ETFs and funds.
Best for: Dividend investors who follow payment dates, income forecasts and dividend quality across several accounts
Snowball Analytics is a dividend-focused portfolio tracker that consolidates stocks, ETFs, funds and crypto from multiple brokers, with a dividend calendar, payout forecasting and a 13-factor Dividend Rating as its signature features.
Best for: Australian investors seeking performance analytics and dividend income tracking
Navexa is a portfolio tracking platform that provides detailed analytics on investment performance and income reporting, including dividends.
Best for: Canadian investors who want to aggregate all their financial accounts in one dashboard
Wealthica is a Canadian portfolio aggregator that provides insights by tracking all your investments, bank accounts, and cryptocurrency in one place.
Best for: Privacy-conscious, technically skilled investors who prefer self-hosted open-source solutions
Ghostfolio is an open source, AGPLv3 wealth management app for stocks, ETFs and crypto, run either on your own server or on the maintainers' hosted service.
Best for: Detail-oriented German and European investors who want free, powerful desktop software with full control
Portfolio Performance is a free, open-source tool designed for tracking investments and analyzing portfolio returns.
| Platform | Key Features | Pricing |
|---|---|---|
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Public profiles, following and a community ideas feed built into the core product, 2,000+ bank and broker connections available on the free tier, DeepDive look-through into the composition of ETFs and stocks, iOS, Android and web apps kept in step | Free tier; Premium 89.99 EUR/yr; Wealth 149.99 EUR/yr (annual billing only) |
AllInvestView
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Real-time portfolio tracking, AI-powered insights, Tax optimization & reporting, Fixed income tracking, Options pricing & analytics, Dividend tracker & forecasting, Broker sync integration, Multi-currency support, Community-driven development | Free plan available, plans from $6.99/month (Lifetime deal available) |
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Tax reports for AU, NZ, UK, CA and US, Automatic dividend and DRP tracking, 200+ broker connections | Free plan with 10 holdings; paid plans from $9.33/month, unlimited holdings from $24/month |
Snowball Analytics
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Dividend calendar, ex-dates and forecasting, Dividend Rating on 13 fundamentals, Automatic broker sync across more than 1,000 institutions, Fund X-Ray on Analytics since July 2025 | Free tier (1 portfolio, 10 holdings); paid plans billed yearly from $79.99/yr, up to $249.99/yr |
Navexa
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Extensive dividend and tax tracking, Cryptocurrency support, Customizable reports | No free plan; 14-day trial, then from $7.50/month billed yearly |
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Connects to Canadian banks and brokerages, Daily sync of balances and holdings, Supports cryptocurrency | No free plan; 14-day trial, then from $50/year ($6.25/month) |
Asset and reporting coverage. ✓ = full native support · ● = partial or manual · × = not supported.
| Tool | Stocks / ETFs | Bonds | Options | Crypto | Custom assets | Dividend tracking | Multi-currency | Broker sync | CGT reports | Free tier | Mobile app | Advisor features |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AllInvestView | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Getquin | ✓ | ● | × | ✓ | ● | ✓ | ✓ | ✓ | × | ✓ | ✓ | × |
| Ghostfolio | ✓ | ● | × | ✓ | ✓ | ✓ | ✓ | ● | ● | ✓ | ● | × |
| Navexa | ✓ | ● | × | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | × | ✓ | ✓ |
| Portfolio Performance | ✓ | ● | × | ✓ | ● | ✓ | ✓ | ● | ● | ✓ | ✓ | × |
| Sharesight | ✓ | ● | × | ● | ● | ✓ | ✓ | ✓ | ✓ | ● | ✓ | ● |
| Snowball Analytics | ✓ | × | × | ● | ● | ✓ | ✓ | ● | ● | ✓ | ● | × |
Portfolio tracking, analysis and tax reports
AllInvestView combines community features and net worth tracking with your full trade history.
Our take: AllInvestView has public portfolios, votes, comments, comparisons and one net worth figure across your accounts. It adds full transaction history, returns between dates and past-date portfolios. You also get capital gains rules for 14 jurisdictions, options Greeks and bond yields. getquin keeps the larger social network and free bank connections.
The dashboard shows one net worth figure in your base currency. It covers stocks, ETFs, crypto, cash, real estate and custom assets. Returns, capital gains and dividend yield can be recalculated for any chosen period.
The demo covers 1 January to 31 December 2025. It shows 15.11% IRR, 7,333.90 USD of capital gain and 3.93% dividend yield.
AllInvestView
Fourteen jurisdictions come with capital gains rules. They include Germany, Spain, Italy, France, Ireland and Switzerland. Each country has its rates, brackets and tax-year dates. Any tax year or custom range breaks each disposal out per lot.
FIFO, LIFO, HIFO and average cost each carry their own estimated tax, so the cost of the choice is visible before you file. Reports leave as PDF, Excel or CSV, and a Spanish filer also gets Modelo 720 at the ECB rate.
AllInvestView
getquin has fund look-through in DeepDive. Portfolio X-Ray also checks the whole portfolio at once. It gives each company one row and adds direct shares to exposure held through every ETF.
Fund-overlap analysis shows how much two holdings have in common. On the demo portfolio in the capture, 126 companies turn up inside two or more funds. The table exports to CSV.
AllInvestView
Free plan, no credit card. Pro at $6.99/month, or own it once with the lifetime deal.
Create a free accountBring the complete history across by the shortest available route. Anything still live comes over by broker sync, which pulls positions and transactions from Trading 212, Degiro, Interactive Brokers, Vanguard, Coinbase and 30 plus others. History sitting in a spreadsheet, a broker export or another tracker can still come across without a clean source file.
A real person answers your ticket. Ask, and someone who knows your account goes through your history with you: matching it to the broker, loading an odd file, or checking the capital gain before you declare it. Trustpilot: 4.5 across 26 reviews.
See how support worksYes. Public portfolios carry holdings, performance, total value, votes and comments, and can be compared directly with your own. Private portfolios and the account email stay private. getquin keeps the larger following graph and its curated ideas feed.
Almost always. Broker sync rebuilds supported live accounts. CSV, Excel, pasted tables, PDF statements and position lists cover closed or unsupported accounts, with personal import help available for difficult files.
Germany is one of the 14 countries whose capital gains rules ship pre-written, alongside Spain, Ireland, the UK, France, Italy, Switzerland and seven more. The report works out realized gains per lot for the tax year under FIFO, LIFO, HIFO or average cost, then exports to PDF, Excel or CSV.
Ours is 10 holdings and one portfolio, and the cap counts only stocks and ETFs, so 10 of those plus a bond ladder and an options book still fit. The AI assistant is included free. Broker sync, Portfolio X-Ray and the advanced analytics are paid, where getquin puts connections on free and its TTWROR, forecasting and AI analysis behind 89.99 EUR.
Portfolio X-Ray aggregates the whole portfolio into one row per company, direct shares plus the exposure sitting inside each fund. Each company is traced to the funds carrying it, with direct and through-fund ownership separated. Fund overlap also exposes two ETFs with the same concentration when they show up. It exports to CSV.
Bonds with a theoretical price, an implied credit spread over the benchmark curve, YTM, duration, convexity and the coupon schedule. Options across 11 strategies with theoretical pricing and the Greeks. Real estate carrying its rent, its running costs and an amortizing mortgage. And capital gains under the rules of a named country.
getquin has the larger social network. It has public profiles, following, comments and a community-curated ideas feed. The company reported more than 200,000 DACH users at its 2022 Series A. Its free tier also includes bank and broker connections. See the full getquin vs AllInvestView comparison.
Disclaimer: This comparison is based on independent research conducted in 2026, with pricing verified on 2026-09-03. We are not affiliated with Getquin or any third-party product mentioned. Pricing and features may change. Please verify details on each platform's official website.