Every account, every broker, one clear overview. See how your investments are really performing and where they could take you.

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Kuantura portfolio overview: holdings, weights, returns and trend across one dashboard
Kuantura on a phone: portfolio value, performance chart, key metrics and holdings

Imports a CSV from your broker

NordnetDEGIROSchwabRobinhoodAvanzaTrading 212Interactive BrokerseToroFidelityCoinbaseSaxoTrade RepublicRevolutXTBDNB+175 more

Everything about your portfolio, in one place

Import your accounts, see how your investments have actually performed, and project where they could go.

Track everything

One normalised ledger across all your brokers and accounts, settled to your base currency.

Risk analytics

See how much risk you are taking, and how your returns compare to a benchmark you choose.

Quantitative forecasting

A Monte Carlo forecast built from your own holdings, run across thousands of simulations.

Asset allocation

See exactly what you own, and where

Break your whole portfolio down by holding, asset class or sector: the diversification your bank app never bothers to show. Explore it live in the deck.

Top holdings
In portfolio$434 718
Money flow
drag to switchswipe to switch

Easily track the efficiency of your investments

Benchmarking

Compare your portfolio against the S&P 500, NASDAQ 100, MSCI World or OSEBX, or any individual stock or ETF you pick.

Risk-adjusted returns

Sharpe, Sortino, Calmar and beta, all measured against the benchmark you choose, so you can weigh return against the risk you actually took.

Alpha & market capture

See how much of your return is genuine skill versus the market's pull, and how your book holds up when markets rise versus fall.

Portfolio value

▲ Portfolio is ahead of by – over the last year
PortfolioS&P 500

Quantitative forecasting

See the full range of where your portfolio could go

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Monte Carlo simulation
simulated paths P5 – P95 median one path
Probabilities
– %
chance of ending at or above –
–
today 9 in 10 end here

–

Range of outcomes

–

Figures shown are illustrative model outputs from a sample portfolio, not predictions or advice.

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Reporting

Professional portfolio reports, in one click

A clear, professional portfolio report built from your own transactions. See how you performed against the benchmark you choose, what drove the result and how much risk you carried.

  • Performance, attribution and risk in one document
  • Time-weighted and money-weighted returns, explained
  • A full report or a one-page factsheet, for any period
See a sample report (PDF)
Summary page of a Kuantura Portfolio Report: headline result, key figures, growth against the benchmark and where the change in value came from Performance page of a Kuantura Portfolio Report: returns over standard periods, calendar-year returns against the benchmark and your return two ways

Plans

Request access

Access is by invitation. Choose the plan that fits you and request your place.

Investor

Core tracking. See your whole portfolio clearly.

  • Track up to 2 broker accounts
  • CSV import, ~190 broker formats
  • Dashboard & allocation breakdowns
  • Dividend & income tracking
  • Prices & FX updated automatically

Analyst

The full toolkit. Every metric, every account, no limits.

  • Everything in Investor
  • Unlimited accounts & holdings
  • Full performance suite: TWR, XIRR, drawdown, Sharpe
  • Monte Carlo forecasting on your own holdings
  • Benchmarks: S&P 500, NASDAQ 100, MSCI World, OSEBX
  • PDF reports & full data export
  • Priority support

Firms

For family offices and advisors managing more than their own book.

  • Everything in Analyst
  • Design-partner program to shape the multi-portfolio workspace
  • Onboarding & data-migration help
  • A direct line to the founder

See your whole portfolio clearly