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

Ongoing costs of your portfolio

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

Push notifications about dividends

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

Push notifications on price movements

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

Shared Access

Your overview of our getquin Wealth Features.

getquin Wealth

TikTok

Youtube

getquin App

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.