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Multi-broker dashboard
Accounts and brokers in one panelPositions in one placeYour whole portfolio at a glance
Real return
TWR and MWR, no inflated figuresBenchmarked against the indicesYour actual performance
Dividends
Upcoming payments and receiptsMonthly incomeIncome projection
Full privacy
Self-hosted setupNo third parties involvedYour data, under your control
Independent investing, with real data
Calculators, market analysis and the day’s key drivers for private investors. No fluff, no sign-up.
Free investment calculators
No sign-up, instant results, right in your browser.
Compound interest calculator and the rule of 72
Work out how your investment grows with compound interest and regular contributions. Includes the Rule of 72 to see how many years it takes your money to double.
Annualised return calculator (CAGR)
Get the annualised return on your investment (CAGR). Enter starting capital, contributions, final value and time frame to see the real return you achieved.
FIRE financial independence calculator
Find out how much capital you need to reach financial independence using the 4% rule. Work out how much to invest each month and in how many years you could live off your investments.
Investment simulator and comparison
Compare two investment scenarios with different contributions, time frames, returns and fees. See in charts which strategy builds more wealth and which option suits you.
Dividend and passive income calculator
Project your future dividends from your current portfolio. Work out dividend yield, annual and monthly passive income, and how far you are from living off dividends.
Average share price
Enter every purchase of a share, with prices and fees, and get the weighted average price. You also get your break-even price and the target price for the gain you are after.
Coming soon
A dashboard to track your portfolio
Tool in development. Bring your brokers together, work out your return and follow your dividends.
The Dashboard is in development. Subscribe and we will let you know when it is ready.
Weekly briefing
Every Monday in your inbox: the market round-up to start the week prepared.
Key news, domestic and international
Trends and investor sentiment
Macro data, earnings and dividends
Technical analysis of the indices
Monthly bonus: A detailed economic report
Sources: Bloomberg, Reuters, ECB, Goldman Sachs...
"The newsletter for investors who want only what matters, in minutes and without the noise."
Lunch with Warren Buffett
Get to know the investor and his 10 best pieces of advice for investing successfully.
"This book will show you Buffett's investment philosophy — and why you need one of your own."
— Jordi Cucurella Roig
A fascinating look at his career and outlook, key to understanding his success. Based on the Management in 20 Minutes series by Harvard Business Review, it is the ideal guide for getting started in the market.
It plants the certainty that investing is possible, and that it starts with you. As Buffett himself puts it: "invest in yourself before you invest in anything else".
Paperback – 22 April 2024
Author: Smart Money Activity
Foreword: Jordi Cucurella Roig
Our portfolios and brokers
This is how we split our own money: the main portfolio, the dividend one, the emergency cushion kept separate and the children's long-term savings. Each with the provider that fits its purpose.
Principal
Main portfolio
Global access to 50+ markets. Core ETFs from €1. Crypto ETNs. A diversified portfolio.
Dividend portfolio
0% commission up to 100k. Ideal for regular buying and dividends.
Emergency fund
Interest at the ECB rate. Your emergency fund, always available.
Children's future
Automated index investing, free for the first year through this link up to €15,000.
Smart Money Activity selects these services on quality and price. Some links may be affiliate links. Terms (fees, rates) depend on each provider; check them on their official sites.