What a portfolio tracker should show you
A useful portfolio tracker goes beyond a single “profit” number. It reconciles every cash flow — buys, sells, dividends, fees, and taxes — then shows performance the way institutional reports do: time-weighted return (TWR), money-weighted return (MWR), drawdown, and allocation over time.
Calavis is built for European investors who use Trade Republic today (more brokers planned) and want clarity without handing over login credentials. You import your Trade Republic CSV, we parse it in your account, and your dashboard updates from that data.
Who Calavis is for
- Long-term investors who want TWR and MWR, not just today's P&L.
- Dividend-focused portfolios that need calendar and yield views.
- Anyone tired of rebuilding spreadsheets after every statement export.
- Investors who want EUR-normalised metrics across multiple currencies.
How Calavis differs from a spreadsheet
Spreadsheets break when corporate actions, partial fills, or dividend re-investments appear. Calavis parses structured statement exports, keeps a transaction ledger, and recomputes cost basis and returns when you edit a line. You get daily mark-to-market history and benchmark comparison without maintaining fragile formulas.
See our CSV import guide for the exact workflow from export to dashboard.
Free plan limits
The free plan includes up to 1,000 transactions and one portfolio — enough for most individual investors. Performance, dividend analytics, and CSV import are included. A Pro tier with higher limits is planned for later.