getquin

Christian Peter

Moritz Thomas

Find out what's happening in your portfolio dashboard here

3. Portfolio Dashboard

Return calculation

TTWROR (True-time-weigted Rate of Return)

Benchmarking / Indices comparison

Wrong Buy-In after a split

Monthly Rewind

Time frames for the position list

Internal Rate of Return (IRR)

Difference between the internal rate of return (IRR) and TTWROR

Returns

Dividends

YoC (Yield of Cost)

Dividend Growth Rate Forecast

Dividend calendar / estimation

Dividend Yield (TTM)

CAGR (Payout) - Compound Annual Growth Rate of Payouts

Automatic reinvestment of dividends

automatic taxes and tax free allowance

Bond Coupons

Simple dividend intrayear forecast

Individual time frames in the chart

Classification of assets

ISIN Change

Origin of data

change the currency of your portfolio

(Reverse-)Splits & Spin-Offs

differences between your broker and getquin

Trading venues / stock exchanges

Data

create multiple depots

Demo Portfolios

Rename portfolios

delete portfolio

create Portfolio link

CSV Export of your Portfolio

getquin AI Portfolio-analysis

Total Portfolio Value Chart

Replication methods for ETFs

"Deep Dive" Analytics

Sold positions overview

Simple portfolio chart

Portfolio

Cashflow Component for Networth

Clearing Account

getquin Networth

How  to remove a cash position from a portfolio for networth

Insurances

automatic import of Cash accounts for Networth

manual cash accounts for Networth

Here you can check, how the getquin Networth Overview is working

Networth

Saving Goals

retirement plan / Wealth Planning

financial AI Agent

investment habit tracker

Your overview of our getquin Wealth Features.

getquin Wealth

TikTok

Youtube

getquin App

Find answers and get help from Intercom Support and Community Experts

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