Your portfolio, always up to date
Upload your spreadsheet and turn it into a dashboard with live prices, P&L, and dividends. Plus a free FIFO calculator, DCF and Reverse DCF valuation, and the Graham Number — no sign-up needed.
How it works, in 3 steps
Build your portfolio
Upload your broker's Excel or add positions by hand. If your sheet is messy, we give you a prompt to tidy it up with an AI.
We do the work
We fetch live prices, FX and history automatically, and keep it up to date every day after market close.
Analyze it in depth
See P&L, dividends, performance, evolution and six valuation models — always current.
Everything you can do with TrimmTrack
Five tools, one goal: understanding your investments. Deep research, powerful visuals.
Private and yours
Your data is only yours. We never sell it or share it with anyone.
Reliable data
Prices and fundamentals from Yahoo Finance, refreshed daily.
You stay in control
Not financial advice: we help you see clearly and you make the decisions.