Track all your portfolios. Research your stocks.
Import from multiple brokerages. Get performance metrics, benchmark comparisons, tax calculations, stock fundamentals, an earnings calendar, and a reverse DCF calculator.
Portfolio Management
All your accounts. One clear view.
Create a portfolio for each broker account and view them individually or combined. Oitava converts everything to your preferred currency automatically.
- Multiple portfolios — one per broker or strategy
- Combined view across all accounts
- FIFO cost basis with full lot tracking
- Supports Trading 212, IBKR, DeGiro, Revolut, XTB, Trade Republic
- 11 currencies: USD, EUR, GBP, SEK, CHF, HKD, CAD, JPY, DKK, CNY, AUD
Performance Analysis
Returns that actually mean something.
Total gain tells you how much you made. IRR tells you how well you invested. Oitava shows both — plus TWR to separate your decisions from cash flow timing, and a benchmark so you know if you're beating the market.
- IRR (Internal Rate of Return) — money-weighted
- TWR (Time-Weighted Return) — isolates your investment decisions
- Benchmark comparison vs S&P 500, NASDAQ 100, and MSCI World
- Year-by-year performance breakdown
- Trade attribution — see which positions paid off
Income & Tax
Dividend income and tax. Both handled.
Track every dividend payment, see your projected annual income, and calculate your capital gains and dividend tax liability — with withholding tax already deducted.
- Full dividend history with gross/net toggle
- Projected annual dividend income from current holdings
- Dividend calendar — see upcoming and past payments by month or year
- Capital gains tax calculation using FIFO lots, with withholding tax already deducted
- Configurable tax rates per country*
*Austria, France, Germany, Greece, Italy, Latvia, Lithuania, Portugal, Slovenia, Sweden. Your country not listed? Reach out — we'll add it.
Stock Research
Research your stocks.
Deep-dive into fundamentals for S&P 500, NASDAQ 100, and STOXX 50 companies without leaving the app. Explore revenue, EPS, and cash flow trends. Track upcoming earnings. Follow news for your holdings.
- Revenue, EPS, FCF, and margin charts (quarterly or annual)
- Earnings calendar with beat/miss tracking
- Personalized news feed for your holdings
- Custom watchlists
- S&P 500, NASDAQ 100, and STOXX 50 companies covered*
*NASDAQ 100 and STOXX 50 coverage is being added gradually. Your stock not covered yet? — we'll prioritize it.
Earnings Calendar
Never miss an earnings report.
Track upcoming and recent earnings for all your holdings and market-wide companies. See estimate vs. actual, surprise percentages, and market reaction in one unified calendar. Get notified the moment a transcript drops for stocks you own.
- Compare estimates vs. actual EPS and revenue
- Market reaction and AI-summarized highlights for every report
- Full earnings call transcripts for stocks you track
- Filter by tracked holdings or market-wide view
- Email notification when a transcript drops for your holdings
More Under The Hood
Everything else that comes with your subscription.
DCF & Reverse DCF
Estimate a stock's intrinsic value, or work backwards to see what growth rate the market's already pricing in.
Custom Portfolios
Track pension funds, bonds, and other holdings your broker doesn't report — fully counted in your performance.
Trade Analysis
See your win rate, holding periods, and which trades actually paid off.
Referrals
Invite a friend and get a free subscription month — no limit.
Try the Demo
Explore a full sample portfolio to see the features before you import your own.
Watchlists
Build custom watchlists and see which names are moving most against their 52-week range or moving averages.