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Stockle

Aggregate investment portfolios and inspect their performance
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About Stockle

Stockle is an investment-tracking application that brings several accounts and portfolios into a single view. Users can inspect accounts separately, aggregate them or build custom views around markets, strategies and sectors. The public feature list includes performance analytics, benchmark comparisons, allocation views and statistics for open and closed positions.

Dividend tracking covers income and yield measures, while the platform describes handling dividends, splits and currency conversion as part of its investment workflow. It lists coverage across stocks, ETFs, funds and cryptocurrencies, though the exact instrument and market needed should be checked rather than inferred from a broad coverage claim. Stockle offers a free plan with limits on portfolios, holdings, transactions and performance history, plus paid plans with higher allowances and custom benchmarking. It is a portfolio record and analysis tool rather than a promise of investment returns or a replacement for a brokerage account. It suits investors who want to understand the combined shape and history of holdings spread across accounts.

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Perfect for

Investors monitoring holdings and performance across several accounts.

Solves these problems

Bringing portfolio records together for allocation, dividend and return analysis.