Coming soon

DASHBOARD - Portfolio management

Your control centre for listed-asset investing.

Bring all your equity investments from multiple brokers into a single control panel. Analyse shares, ETFs and listed funds with professional metrics: real weighted return, geographic and sector diversification, dividend tracking, and available cash for new positions.

Your financial data stays private: a self-hosted setup that gives you full control of your information without sharing it with third parties.

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Key features

Multi-broker

DeGiro, XTB, Interactive Brokers and more, all in one place

Real return

TWR and MWR to measure your performance precisely

Diversification

Analysis by geography, sector and currency

Dividends

Passive income tracking and projections

Cash

Track the capital available for new positions

Full privacy

Your data never leaves your control

"The multi-broker dashboard for investors who want to see their portfolio at any time, even while the broker is down."

The complete setup you were looking for

One window onto all the capital you have invested

Tired of logging into several platforms to find out where you actually stand? Smart Money Activity removes the fragmentation: it centralises all your accounts and brokers (Interactive Brokers, DeGiro, XTB…) in one dashboard. Shares, ETFs, funds, crypto and cash — your whole portfolio in a single view.

Real return, not inflated numbers

Traditional platforms show you simple gains and losses. We go further: we calculate your time-weighted (TWR) and money-weighted (MWR) return so you know exactly how your capital is performing. Are you beating the S&P 500? Is your strategy working better than the MSCI World? Now you will know precisely.

See your real exposure to risk

Diversification is not just holding "lots of shares". Our multi-dimensional analysis shows your geographic exposure on interactive maps, a detailed sector breakdown and currency risk. Spot dangerous concentrations before they become problems.

Build your financial independence with intent

Track your passive income precisely: dividend projections, monthly flow analysis, contributions versus withdrawals. Every investment decision shows up immediately in your path towards financial independence.

Your data is yours, and only yours

In a world where your financial data is gold to large corporations, Smart Money Activity gives you back control. A self-hosted setup that guarantees complete privacy: no third party accesses, analyses or monetises your information. Your wealth, your privacy, your call.

Your positions always visible, without depending on the broker

When your broker goes into maintenance or its app fails, our desktop dashboard keeps working. It stores your positions locally and syncs them with the market, so you can follow the real state of your portfolio at any time.

"Smart Money Activity: the tool every serious investor needs to make informed decisions."