Portfolio Manager
Investing with clarity
Portfolio Manager brings all your investment accounts together in one place — regardless of which platform you use. Get a unified view of your holdings, transactions, and the tax consequences of rebalancing and trading. Transactions can be entered manually or imported automatically via integrations with e.g. Saxo Bank, Nordnet, and Bitstamp.
What can Portfolio Manager do?
- Unified overview
See all your accounts and investments across platforms in a single, consolidated view.
- Saxo Bank, Nordnet, and Bitstamp integration
Automatically sync Saxo and Bitstamp accounts via API, and import Nordnet account statements as CSV.
- Rebalancing tools
See what to buy and sell to reach your target allocation — and what it will cost in tax.
- Tax overview
Calculate realised and unrealised gains and understand the tax consequences before you trade.