What Trade Checker Does With Your Portfolio

Upload your broker's transaction export and Trade Checker automatically detects which of the 18 supported providers it came from, then builds five reports from it: returns, open positions, dividends, taxes, and the story behind every single position.

From file to analysis in three steps

First request the transaction export from your broker: with Trade Republic that is four steps inside the app, with the other providers a CSV file from the web account. Second, upload the file without picking a format; detection works out on its own which provider the export comes from and reports unknown rows openly instead of swallowing them silently. Third, read the five analyses. Uploading the same file again does not create duplicates, because every entry is recognised by its transaction identifier.

Portfolio returns via IRR and TTWROR

The internal rate of return (IRR) shows how your invested capital actually compounded over time, regardless of when you deposited or withdrew money. The time-weighted return (TTWROR) strips deposits and withdrawals out on purpose and makes your return comparable to an index. Both metrics are free on Trade Checker.

Go to the returns page

Open positions with live prices

Every open position shows the current price next to your cost basis, plus the unrealized result in euros and percent. Foreign currencies are converted to euros at the exchange rate of the actual trade date, kept separate from the quote currency of the live price.

Go to your positions

Dividend calendar and forecast

Dividends you've already received sit alongside a forecast for the rest of the year, derived from the detected payment rhythm of each position. Plus your personal yield on your own cost basis.

Go to your dividends

German tax logic

Equity pot and other-assets pot, capital gains tax paid, and the Vorabpauschale levied on accumulating funds, derived year by year from your own broker data instead of a black box.

Go to your taxes

The story behind every position

Price history with your own buy and sell points marked, realized and unrealized results, every dividend, and a dedicated today mode with intraday pricing.

Go to the position story

Several portfolios, strictly separated

Run several portfolios under one login, one per child or strategy, and compare them from the second portfolio on in a combined overview.

Go to portfolios

What Trade Checker deliberately does not do

There is no bank access and no interface to your broker: Trade Checker only ever sees the file you upload yourself. No orders are placed, no tracking takes place and no data is passed on for advertising; you can delete imported data and the entire account yourself at any time under "My account". The tax view recalculates the German loss buckets from your own broker data, but it replaces neither your bank's tax certificate nor advice from a tax adviser.

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Ready to analyze your own portfolio?

Sign-up is free, all you need is a CSV export from your broker.