Understand
Your Choices
Your Choices
Your broker shows you what you own. Investiqal helps you understand what happened after you bought and sold.
Import your transaction history and see how your entries, exits, holding periods, and portfolio decisions shaped your results.
Your Investments Have a History. So Do Your Decisions.
Most portfolio apps tell you what you own. Research platforms tell you what to know about a company. By combining your transaction history with market data, Investiqal focuses on something different: the decisions behind your own returns, not just the final number.
Performance That Starts With Your Transactions
Your portfolio is not one number. Explore your positions, gains, cost basis, and transaction history to understand where your results actually came from.
- Connect every result to the transactions behind it
- Compare value, cost basis, and unrealized gains in one view
- See which positions contributed most to your portfolio
Did You Actually Buy at the Right Time?
Every buy and sell is plotted against the historical share price. See whether you entered before a rally, bought near a peak, accumulated during a decline, or exited before the story was over. Your return tells you what happened; Market Timing helps you understand how it happened.
- Put every entry and exit into its market context
- Review how a position developed throughout your holding period
- Understand how your timing shaped the return you ended up with
Early tester, via XCool feature. I have not seen this anywhere else. You actually have everything at a glance.
Follow Your Dividend Income
Track the dividends you have already received and see projected income based on your current holdings. Understand how your income changes over time and which investments are driving it.
- Trace income back to individual holdings
- Compare dividend income by month and year
- See a forward-looking forecast based on what you own today
Understand Your Exposure
See how much of your portfolio depends on individual companies, sectors, and countries. Interactive allocation views make concentrations visible before they disappear inside a portfolio total.
- Spot concentration in individual companies
- Explore your allocation by sector and country
- See where your portfolio is taking most of its risk
Research Supports the Decision. It Is Not the Decision.
Use evidence-based stock screeners to discover companies worth investigating. Then track what actually happens when research becomes a real investment.
- Explore the Greenblatt Magic Formula
- Compare Value Composite and Quality Composite rankings
- Narrow your research by market cap, sector, and country
Your History Is Already There
Import your existing broker transactions and let Investiqal reconstruct your portfolio. There is no need to start tracking from zero. Your past decisions are where the interesting analysis begins.
- Import transaction files from supported brokers
- Match securities automatically and detect duplicates
- Review every transaction before saving
Start With the Investor You Already Are
Import one portfolio for free, then upgrade when you want to analyze more of your investment history.
- 1 portfolio
- 1 watchlist
- Transaction-led performance dashboard
- Dividend summary
- Dividend forecast
- Sector and country breakdown
- Stock screeners
- Up to 10 portfolios
- Up to 10 watchlists
- Transaction-led performance dashboard
- Dividend summary and forecast
- Sector and country breakdown
- Greenblatt stock screener
- All 3 stock screeners
- Unlimited portfolios
- Unlimited watchlists
- Transaction-led performance dashboard
- Dividend summary and forecast
- Sector and country breakdown
- All stock screeners
- Priority support
Prices shown in EUR. You'll be charged in your local currency at checkout.
Frequently Asked Questions
How Investiqal turns your transaction history into a clearer view of your own investment decisions.
Your Past Decisions Are the Starting Point
Understand the Investor You Already Are
Import your history and start exploring the decisions behind your returns.
Contact Us
Have a question about analyzing your investment history? Send us a message and we'll respond as soon as possible.
Let's Start a Conversation
Whether you need help importing transactions, understanding a feature, or simply want to share feedback, we're here to help.
Phone
+49 2131 3843398
Address
Kurskontrolle UG Jahnstraße 43 41564 Kaarst, Germany