StockFly

The product is portfolio tracking software that consolidates holdings, real returns, dividends and withholding taxes across currencies and markets and explains stocks in plain language. It solves the problem of fragmented performance data and tax reporting for investments held in different markets. It is for individual investors ranging from first-time ETF holders to those managing multi-market portfolios. It is delivered as a SaaS with a free tier and paid upgrade, operating broker-neutral without ads or broker linking.

Key features

• Plain-language stock explorer profiles
• Trend and valuation assessment
• Business health and risk scoring
• Dividend safety analysis
• Performance vs market/index comparison
• Value vs invested tracking
• Winners and losers breakdown
• Money-weighted return (IRR) per holding
• Automatic dividend tracking net of tax
• Multi-currency portfolio view
• What-if planner and target allocations
• Returns by period (1 month to 10 years)
• Tax summary by lot
• Export tax summary as PDF or Excel
• Live price refresh
• Single spreadsheet history import
• Unlimited holdings tracking