tweenvest

Portfolios

Your portfolio, in context. Every morning.

What moved and by how much, whether you are beating the market, which dividends are coming and which results are due. All your portfolios on one screen.

Create my portfolio free

Free: 1 portfolio of up to 10 holdings, no card needed.

Market map

The largest companies today. With your portfolio, the map is yours.

AAPL-0.5%NVDA+2.8%MSFT-0.9%2330-4.7%AVGO+0.7%A005930-6.4%MU+4.8%AMD+11.6%A000660-10.4%ASML+2.7%688825-5.0%PLTR+3.5%CSCO-2.0%ORCL+0.8%BRK.A0.0%JPM-0.8%V0.0%MA-0.5%1398+0.2%1288-0.1%939+0.5%GOOGL+0.8%SPCX+8.8%META+0.7%700-2.5%LLY-0.8%JNJ+1.4%ABBV+1.1%ROP-0.4%MRK-0.1%UNH-0.4%WMT-1.8%COST-1.2%KO-0.1%PG-1.0%AMZN-0.3%TSLA+4.2%2222-0.3%XOM+0.3%CVX-0.2%

1 · Getting started

Your portfolio in, without typing every trade.

Hand the assistant your broker statement: a CSV, a PDF or a screenshot. It finds the buys, sells and dividends and asks about anything unclear.

  • Or add buys, sells, dividends and deposits by hand
  • Stocks and, from PRO+, ETFs too
CSVPDFScreenshot

2 · Performance

Are you beating the market? With your own deposits.

Pick any stock or ETF as the benchmark. We compute it as if you had put money in and taken it out on the same days you did, so the comparison is fair.

  • Simple and time-weighted returns (TWR)
  • Drag across the chart to measure any stretch
Example
Your portfolioIndex, same deposits

3 · Dividends

Know what is coming, and when, before it arrives.

Every payment and ex-dividend date in your portfolio on one calendar, and the month's total on your home screen.

  • Dividend calendar from PRO+
Example
PaymentEx-dividend

4 · Each holding

Your buys and sells, on top of the price.

Every holding has its chart with your trades marked and your average price as a line: see at a glance whether you bought well and how far it is to green.

Example
BuySellYour average price

5 · Allocation

See where your money really is.

Your holdings on a map, sized by what you own and coloured by how they move. Concentrations a table hides jump out.

Example
  • Technology41%
  • Consumer22%
  • Financials17%
  • Other20%

6 · Events and sharing

What is coming this week, and your portfolio for whoever you like.

Earnings and dividends for your companies, the biggest movers, and a link or an image to share it.

  • Thursday · reports earnings
  • Tuesday · ex-dividend date
  • Friday · dividend payment
Share linkShare as image

Which plan includes it

Portfolios, plan by plan

FeatureBasicPROPRO+UNLIMITED
Portfolio tracking11 Portfolio trackingUnlimited portfoliosUnlimited portfolios
# of positions10Up to 20 positionsUnlimited positionsUnlimited positions
Benchmarks per portfolioNot included155
Price alertsNot included510Unlimited
See every plan →

Questions

Which brokers can I import from?

Any that gives you a statement as a CSV or PDF, or that you can take a screenshot of: the assistant reads it and asks about anything unclear.

Can I have several portfolios?

On the free plan, one of up to 10 holdings. From PRO+, unlimited portfolios and holdings.

What is my return compared with?

The stock or ETF you pick, computed with your own deposits and withdrawals. One benchmark on PRO, up to five from PRO+.

First thing tomorrow, your portfolio will be waiting.

Create my portfolio free