Local-first. Fast. Visual.

Your portfolio, faster and clearer.

A desktop portfolio tracker built for private investors who want speed, deep analytics, and full control. Import from brokers, explore portfolio statistics with rich visualizations, and get ownership-weighted fundamental performance for companies — plus automate Norway-ready accounting.

  • Local-first
  • Fast
  • Centralized stats
  • Broker imports
  • Rich visualizations
  • IRR/XIRR metrics
  • Tax tracking
  • Fiken automation
  • Norway-ready
Portfolio fundamentals
Portfolio Fundamentals dashboard with charts for earnings, net debt, ROIC, cash, revenue, and net income.

Built for clarity and control

A centralized place to understand your portfolio: performance, holdings, dividends, taxes, and fundamentals. Fast local calculations, plus a data pipeline that makes imports and maintenance predictable.

Speed and performance

A fast desktop experience with local-first data. Explore large histories with responsive filters, drill-downs, and charts that stay smooth.

  • Responsive navigation and filtering
  • Local calculations for portfolio metrics
  • Performance insights that don't feel heavy

One place for portfolio stats

A centralized dashboard for holdings, performance, dividends, fundamentals, and tax context. No stitching together multiple services.

  • Holdings, cost basis, unrealized gain/loss
  • IRR/XIRR-aware performance analysis
  • Breakdowns by currency, sector, country

Broker import wizard

Import CSV and Excel from brokers with a guided flow: broker selection, field mapping, validation, preview, then confirm.

  • CSV/XLSX import with auto-detection
  • Validation and duplicate handling
  • Corporate actions pairing (mergers/spin-offs)

Stuffed with visualizations

Charts and tables are first-class: explore returns over time, allocations, cash balance evolution, and yearly summaries with chart/data toggles.

  • Chart and data modes for every view
  • Fullscreen drill-downs
  • Price and FX coverage heatmaps

From the app

A few real screens from StockApp: performance analytics, allocations, and the Year in Review story view.

Portfolio performance
Year in Review

Norway-ready taxes and accounting

Built with Norwegian workflows in mind: track withholding tax, estimate tax outcomes, and automate accounting tasks with Fiken. Designed to fit both personal investing and holding-company workflows.

Tax insight you can act on

Withholding tax, gross vs net dividends, and year-by-year views that help you understand outcomes without losing the story in spreadsheets.

  • Withholding tax tracking per dividend
  • Estimated tax summaries by year
  • After-tax return context

Automated Fiken accounting

Synchronize and record relevant transactions for Fiken accounting, so your books can stay aligned with your investing activity.

  • Record fees and transactions
  • Verification and status tracking
  • Built for Norway-first accounting workflows

How it works

A workflow designed for correctness and trust: import, review, and then explore your portfolio with rich charts and tables.

  1. 1

    Import from your broker

    Upload CSV/XLSX, map fields, and validate before anything is saved.

  2. 2

    Review and refine

    Edit and correct details, pair corporate actions, and keep data consistent.

  3. 3

    Explore and automate

    Visualize performance, understand taxes, and automate accounting with Fiken.

Join the free alpha waitlist

Tell us a bit about your setup and pain points. We'll reach out when your invite is ready.

Sign up for alpha testing

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What we'll ask

  • Email for alpha access
  • Broker(s) you use
  • What's painful today (imports, reporting, taxes, accounting)
  • What "success" looks like for you