A portfolio that does its own math. And a calendar that tells you when it will move.
Portevo shows two things that usually take a spreadsheet and a dozen websites to
put together: what you actually earn on your investments - after commissions,
spreads and currency conversion - and when the companies you hold report their
quarterly results.
YOUR PORTFOLIO, HONESTLY CALCULATED
• Upload a report from your brokerage account - Portevo works out the rest
• Value after costs: commissions, spreads and conversions subtracted, not hidden
• Time-weighted return and XIRR - two measures, because they answer different questions
• Value chart accurate to a single session, intraday included
• Deposits marked on the chart, so gains are never confused with funding
• Allocation by sector, currency, region and asset class
• Closed positions with settlement and tax
• What exiting the portfolio would actually cost - calculated before you consider it
EARNINGS CALENDAR
• Quarterly report dates for the coming weeks
• Earnings per share and revenue estimates, and the surprise once results land
• Company history: revenue, margins and trends quarter by quarter
• Macro calendar: rate decisions, inflation, labour market data
• Regulatory filings from Warsaw Stock Exchange companies
MARKETS AND COMPANIES
• Search companies worldwide, with fundamentals and ratios
• A watchlist shared between phone and browser
• ETF scanner: what is actually inside a fund, in what proportion and at what fee
ONE ACCOUNT, TWO SCREENS
Portevo runs on your phone and in a desktop browser. Portfolio, watchlist and
settings sync on their own - start on the phone, finish on the bigger screen.
PORTEVO PREMIUM
The core features are free and will stay that way. Premium adds what a
spreadsheet will not give you: portfolio risk measures, full settlements, signals
from market news and analytical tools. Monthly or yearly subscription, renews
automatically, cancel in your iPhone Settings.
Portevo provides analytical tools, not investment advice. The numbers show what
follows from your data and from market data - the decision and the risk remain
yours.
Terms: https://www.portevo.pl/regulamin
Privacy: https://www.portevo.pl/prywatnosc
