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.
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.
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.
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.
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.
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.
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.
"The multi-broker dashboard for investors who want to see their portfolio at any time, even while the broker is down."
Everything we are building, feature by feature. The app is in development: this is what it will do, not something you can use yet.
See your whole portfolio in a single panel, bringing accounts, assets, positions and brokers together.
Measure performance with TWR and MWR, avoiding inflated figures and comparing results against the major indices.
Track dividends received, upcoming payments, monthly income and projections to plan your financial independence.
Keep complete control of your information with a self-hosted setup that keeps third parties away from your data.
See your exposure by geography, sector and currency to spot concentrations and understand your risk.
Check key metrics and ratios to assess companies, compare opportunities and make informed investment decisions.
Follow your portfolio over time with clear charts that make performance and composition easy to read.
Build watchlists to follow the assets you care about and check how they are moving at a glance.
Check upcoming dividends, events and key dates for your portfolio from one organised calendar.
Track available cash, deposits and withdrawals so you always know how much you can invest.
Check your positions even while your broker is down, thanks to local storage and market sync.
While the Dashboard is on its way, the investment calculators are already available: free, no sign-up.
See the calculatorsIt is in development and has no launch date yet. We will announce it first to subscribers of the weekly newsletter.
It is designed to bring portfolios from several brokers, such as DEGIRO, XTB or Interactive Brokers, into a single panel, with stocks, ETFs, funds, crypto and cash.
Under your control. It is a self-hosted solution: positions are stored locally and no third party accesses, analyses or monetises your financial information.
It is a desktop dashboard. It stores your positions locally and syncs them with the market, so you can see your portfolio even when your broker’s app is down for maintenance.