Recap

Gestió de carteres d'inversions

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This application consolidates and displays all investment holdings, transactions, and performance metrics in one centralized platform, enabling users to analyze stocks, ETFs, dividends, taxes, and asset allocation with clarity. It offers key features such as real-time portfolio overview, detailed dividend tracking, extensive tax reporting, support for multiple portfolios, and effortless transaction imports via CSV or screenshots, solving the problem of managing multiple brokerage accounts and avoiding data fragmentation for individual investors and financial enthusiasts seeking organized, privacy-conscious portfolio management.

Recap es pot trobar a Investment Portfolio Management categories.

Els productes més similars a Recap són:

Ziggma Promogut → Simple Portfolio → AllInvestView →

Captures de pantalla

Detalls

Característiques principals de Recap

• Privacy
  Your data stays on your phone and is not shared with any servers or accounts.
• Dividends
  Tracks the dividends you received and shows upcoming dividend payments.
• Allocation
  Breaks down investments by sector, region, and asset type so you know where your money is invested.
• Tax Report
  Calculates your taxes on gains and dividends before you file.
• Total Worth
  Displays the current total value of all investments and how it changed.
• Portfolio Overview
  Shows the total value, invested money, and profit or loss before and after fees.
• Import Transactions
  You can add your trades easily by dropping in a CSV file or a screenshot from your broker.
• Multiple Portfolios
  Lets you create and manage many separate investment accounts or strategies.

Insígnies

<a href="https://saasbrowser.com/ca/saas/1518980/recap" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/urvcf5sw8xurcc1uyy3z6icqock1" alt="Recap - SaaS Browser Verified Badge" width="200" height="133" /></a>

Còpia de la insígnia

<a href="https://saasbrowser.com/ca/saas/1518980/recap" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/2xf78sywgids49rgk27nsqbu63s2" alt="Recap - SaaS Browser Verified Badge" width="200" height="133" /></a>

Còpia de la insígnia

Alternatives a Recap

Ziggma Promogut

A comprehensive investment management platform provides tools for tracking an...

Simple Portfolio

A comprehensive portfolio management tool allows investors and financial enth...

AllInvestView

This platform serves as a comprehensive investment management tool, enabling ...

Tecnologies utilitzades

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