getquin - Portfolio Tracker

I like it but I do think the dividend tracking needs improvements. I’ve suggested “Passive Income Goals”, Monthly, Daily and Hourly figures but support seem quite defensive. If these could be added, I would consider staying but at the moment, I’ll move to Snowball or DivTracker when my subscription is up.

I’ve been looking for a sensibly priced net worth tracker for a while and downloaded this after seeing it mentioned on Reddit. I personally have investments spread across 6 different investment platforms (don’t ask, but I promise there is sense to that), as well as cash savings in a couple separate banks. I really wanted a way to keep track of these pots. getquin has allowed me to create each of my portfolios within their app so I can see everything in one place. Some of this was super easy - they use Trading212’s API to import your positions and transactions safely and securely. Some of it was quite manual - I had to replicate 20 separate holdings in my Moneyfarm portfolio one at a time, and then will need to replicate buys and sells when they rebalance every few months. However I do believe this effort was worth it! The Deep Dive feature for example allows me to see exactly how much I have invested in Magnificent 7 stocks buried in separate funds across the 6 different platforms I use. This sort of insight is invaluable for managing your concentration risk. Of course some of the best features are reserved for premium subscribers, however the app is fully functional on the free service tier. I chose to subscribe because I want to see this app continue to grow. If you let your initial trial expire they will also offer you a discount on the annual fee. The community feature is very good. Most people are German but it features automatic translation so you won’t notice this often. The people are all polite, respectful and thoughtful. Finally, I’d love to see an Open Banking integration for UK banks. Also, pulling in property data from Mouse Price / Zoopla would be a great addition to tracking net worth. Thanks for developing a great app.

Been using it for a day and I really like the layout of the app, it’s easy to use and seeing how much dividends you receive from a year to year base is really helpful, even my stock platform doesn’t show this! Improvement (unless I’m missing it)- add cash ISA and allow to import bank balance automatically rather than manual.

Too expensive

Well worth the subscription

I’ve been trying different tracking apps but this one is easy & straightforward to use. Can track investment, cash holdings & crypto all in one & gives AI insight on your holdings. Well recommended.

Was told EU only connection when trying to link my account, i then got a warning from trading212 that my account t had logged in from the US, which is not in the EU. I don’t actually know if this is malicious but caution for anyone who is planning to try this from outside the US

Why did an account from Spain and Israel login into my account ? I have taken all the measure to protect my account but why is there a login from two diffrent locations at once ???

Works okay but doesn’t work well with trading 212 login from Madrid and doesn’t input data

Prompted to connected a portfolio, I did. It logged into my Trading212 account from Madrid and locked me out!! I cannot log into my 212 account now! Either this is scammy or you need better messaging around the process!