Your entire stock portfolio in one dashboard
Manage positions across multiple brokers — Degiro, Interactive Brokers, XTB, Fio, Portu and others. Live prices from IEX Cloud, FIFO gain/loss calculation, dividend tracking, trade import wizard, and Czech holding period countdown where the rule applies.
Complete Portfolio Overview
See total portfolio value, invested amount, and unrealized P/L at a glance. Manage multiple broker accounts — Portu, Interactive Brokers, Degiro, XTB and others. Each account shows its value, invested capital, free cash, gain/loss percentage, total fees, and last price update. Switch between grid, list, and compact views.
Total value
34 000 €
Total invested
28 500 €
Unrealized P/L
5300 € (+18.48%)
Broker accounts
Portu Ondra Jr.
Portu
Portu - rezerva
Portu
Holding Period Tracker
Some countries exempt capital gains after a holding period — 3 years in Czechia, 1 year in Slovakia for listed securities. Others (Germany, Austria, France) have abolished it entirely. Assetli applies the rules of the country you set, showing nearest exemption date, portfolio value split between exempt and taxable, and estimated tax liability at 15%.
This is an informational overview only, not tax advice. Please consult a tax advisor for precise tax planning.
Nearest exemption
AMEA.DE - AMEA GY
January 2027
in 8 months
Value
81 Kč
Portfolio value
38 500 €
Exempt value
0 €
0% exempt
Taxable value
38 500 €
100% taxable
Potential tax (15%)
950 €
Individual position progress
AMEA.DE
AMEA GY
280 €
Est. tax: 10 €
CSPX.UK
CSPX LN
2300 €
Est. tax: 65 €
IS3N.DE
IS3N GY
280 €
Est. tax: 10 €
In the Czech Republic, capital gains from securities held longer than 3 years are exempt from income tax. This overview helps you track your positions and plan tax-efficient sales.
Complete Trade History
View all your buy and sell trades across all broker accounts. Filter by type (buys, sells, dividends), specific account, and date range. Each trade shows date, broker, symbol, type, quantity, price per unit, total amount, and fees. Add trades manually or import in bulk.
Trade history
All your buys and sells
Smart Trade Import Wizard
Import trades from your broker in 3 simple steps. Select your broker account (XTB, Degiro, Interactive Brokers...), upload CSV or Excel file, preview parsed trades with auto-detected format, and import. Advanced column mapping lets you handle any custom format.
Import trades
File
Preview
Import
Select broker account
Select file or drag & drop
Supported formats for XTB: Excel (.xlsx, .xls)
Import trades — Preview
File
Preview
Import
Preview trades
🔒 Your data stays in your account
Ready to import
108 trades found
Period
15.2.23 → 9.12.25
Total value
€27 858
108
trades
76
buys
32
sells
0
duplicates
How it works
Three steps to complete portfolio tracking
Add Broker Accounts
Create accounts for each broker (Degiro, IB, XTB, Fio, Portu...). Set currency and track free cash per account.
Log or Import Trades
Enter buy/sell trades manually, or use the 3-step import wizard to bulk-import from your broker's CSV/Excel export.
Track, Analyze & Plan
Refresh live prices, review FIFO P/L breakdown, track dividends, and monitor your holding period tracking countdown for each position.
Ready to track your portfolio like a pro?
See all your brokers, positions, and performance in one place.
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