Stock portfolio tracker

Know what your portfolio is really earning.

Every trade you log becomes net liquidation value, time-weighted return against a benchmark, and XIRR — in USD, EUR or GBP.

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Free plan with 10 favorites · No credit card required

Animated preview of Moula's Portfolio Overview page: net liquidation value, cash, unrealized profit and XIRR scorecards tick up, a positions grid with company logos lists top holdings, a time-weighted-return chart draws against a benchmark ETF, and a currency toggle switches every figure between USD, EUR and GBP.
Portfolio Overview
Spreadsheets vs. Moula

The stock portfolio tracking tool that replaces your spreadsheet

Manual tracking leaves you reconciling numbers and wondering if your cost basis is right. Moula derives your portfolio from your logged trades and keeps it consistent, updated and auditable.

Manual formulas for cost basis, profit and ROI — break the moment you add or edit a row.
Cost basis, profit and ROI, calculated automatically from every trade you log.
No agreed way to measure performance, or benchmark it against the market.
Time-weighted return charted against a benchmark ETF, plus XIRR — the two ways investors actually measure performance.
FX math by hand for every position priced in another currency.
Pick USD, EUR or GBP once — every scorecard, total and chart converts automatically.
No real view of risk until something already went wrong.
Sharpe ratio, max drawdown and Value at Risk sit right next to your returns.
Copying fills from broker statements, one PDF at a time.
A secure, read-only broker connection, or a CSV import, keeps everything current.
01 Overview

Every position, in one grid

Quantity, value, cost, profit and ROI for every holding, with the company logo next to each ticker so you always know what you're looking at.

  • Quantity, value, cost, profit and ROI, per holding
  • Company logos next to every ticker
  • Sortable, so your biggest movers surface first
Animated preview of Moula's positions grid: holdings sort by ROI, the biggest mover is called out, a ticker is typed into search to narrow the list, then the grid returns to its full view.
Portfolio Overview
02 Performance

Know exactly what you're earning

Net liquidation value and P&L update daily. Time-weighted return charts against a benchmark ETF like SPY or QQQ, and XIRR gives you the money-weighted number too.

  • Net liquidation value and cash, daily
  • Time-weighted return vs. SPY, QQQ and more
  • XIRR, your money-weighted annualized return
Animated preview of Moula's portfolio tracker: net liquidation value, cash, time-weighted return and XIRR scorecards tick up, a time-weighted-return chart draws against a benchmark ETF with a range and ticker picker, then a currency toggle switches the figures between USD, EUR and GBP.
Portfolio Tracker
03 Risk

See the risk behind the return

Sharpe ratio, max drawdown, Value at Risk and a correlation heatmap sit right next to your performance, so you know what you're exposed to, not just what you earned.

  • Sharpe ratio and max drawdown
  • Value at Risk and Expected Shortfall
  • Correlation heatmap across your top holdings
See the risk dashboard
Animated preview of Moula's Portfolio Risk page: Sharpe ratio, beta and max drawdown tick to their latest reading, Value at Risk and Expected Shortfall bars at 95% and 99% grow in, and a correlation heatmap of six top holdings recomputes in a sweep before one pair is highlighted.
Portfolio Risk
How it works

Set up once. Watch it every day.

From your first logged trade to a daily-updated performance read.

  1. 1

    Log every trade

    Connect your broker for automatic, read-only sync, import a CSV or IBKR statement, or log trades by hand — options included.

  2. 2

    Quotes update daily

    Prices refresh once a day, so open value and unrealized P&L stay current without manual work.

  3. 3

    Watch your returns

    Net liquidation value, time-weighted return against a benchmark, and XIRR update automatically as you trade.

✦ Also included

The rest of the portfolio tracker.

  • Multi-currency

    Track your whole portfolio in USD, EUR or GBP — set once, and everything converts.

  • Benchmark picker

    Chart performance against SPY, QQQ and other major ETFs, not just one default.

  • Deposits and withdrawals

    Log every deposit and withdrawal so XIRR and time-weighted return stay accurate, never skewed by cash moving in or out.

Works even better together.

Portfolio tracker questions, answered.

No. Add buys and sells manually, import a CSV or IBKR Activity Statement, or connect your broker through a secure, read-only SnapTrade connection — Moula never places trades.

Every logged trade updates your cost basis and realized profit immediately. Open value and unrealized P&L combine your cost basis with the latest quote, refreshed daily.

XIRR is money-weighted — it reflects when you added or withdrew cash. Time-weighted return strips that out, which is the fairer way to compare your portfolio against a benchmark like SPY.

Yes. Pick USD, EUR or GBP as your display currency, and every scorecard, total and chart converts automatically, while each position keeps showing in its native currency.

On the Transfers page, log each deposit or withdrawal in USD, EUR or GBP. If your broker is connected, dividends and fees sync automatically.

Yes. Calls and puts sit in the same ledger as your shares, tracked and valued the same way.

Track your portfolio,
not your spreadsheet.

Log trades manually, import a CSV, or connect your broker — free to start, no credit card.

Start free
  • Read-only broker sync
  • TWR vs. a benchmark, plus XIRR
  • Free plan, no credit card