Track your portfolio, dividends, currencies and FIFO results
Keep stocks and other securities together with the rest of your finances. Follow portfolio value, record dividends, compare results across currencies and see realized gains or losses from stock sales using FIFO.
How can I track my investment portfolio in one place?
Where's Money lets you record stock purchases and sales, follow the current value of your holdings and add dividends you receive. Your investments stay part of the same financial picture as your cash, accounts, debts and other assets.
Market prices can update from online market data, so your portfolio value can change as prices move. If your investments are denominated in another currency, you can also see how exchange rates affect their value in the currency that matters to you.
A clearer picture of your investments
Portfolio value, dividends, currencies and realized results from stock sales.
Portfolio value
Use market prices to keep the current value of your securities visible alongside the rest of your money.
Dividends
Enter dividends manually and keep their dates, amounts and converted values together with your investment history.
Multiple currencies
Track securities in one currency while analyzing their value in EUR, USD or another currency you use for your finances.
FIFO stock sales
Match shares sold to earlier purchases using FIFO and see the realized gain or loss from a sale.
The same stock sale can look different in another currency
Suppose you buy a stock in USD but measure your overall finances in EUR. Your result depends not only on the stock price, but also on the exchange rate at the relevant dates.
That means a sale can show a loss in USD but a gain in EUR — or the other way around. Where's Money helps you see that currency effect instead of looking only at the security's trading currency.
Keep dividends and investment income organized
Record dividends as they are paid and keep them connected with the securities you own. If the payment is in another currency, its converted value can remain part of the same investment record.
This is especially useful when you receive many dividend payments during the year and want to review them later without rebuilding the history from separate notes or statements.
Not limited to one currency
Your securities may be priced in USD while your overall finances are measured in EUR or another currency. Where's Money can keep both perspectives useful.
FIFO for stock sales
When shares were bought on different dates, FIFO can associate the shares sold with earlier purchases and calculate the realized result.
Useful records for later
Keep purchases, sales, dividends and currency conversions organized for your own records and for preparing information you may need later. Where's Money does not replace tax advice.
Straight answers about investments, dividends, currencies and FIFO
How can I track the performance of my investment portfolio?
Record your purchases and sales and follow the value of your positions. Market prices can update from online data so the portfolio reflects changing security prices.
How can I track dividends?
Enter each dividend manually and keep its date, amount and converted value together with your investment history.
Can I track investments in multiple currencies?
Yes. For example, you can hold investments priced in USD while also viewing their value and performance in EUR or another currency relevant to you.
How does FIFO work for stock sales?
Where's Money can match shares sold to earlier purchases using the FIFO method and show the realized gain or loss, including the effect of currency conversion.
Your portfolio, dividends and realized results — in the currencies that matter to you
Track investments together with the rest of your financial picture and understand the effect of sales, dividends and exchange rates.