The Investment Scope
Compounding is boring. Watching it compound shouldn't be.
Track every position, every dividend, every deposit across every portfolio — then see the one chart that proves whether your decisions are working, not just the market.
- Up to 1 portfolio · Free
- Unlimited portfolios · Investor
- TWR · drawdown · correlation · Investor
- IBKR auto-import · Investor
The market goes up. That doesn't make you a good investor.
Most retail dashboards lie by omission.
They show "+18% this year" without showing the €25k deposit that floated the number.
TWR is the only honest score.
Time-weighted return strips out when you added money and shows how your decisions actually performed.
Allocation is a story you tell yourself.
Until you see the donut, you don't really know how concentrated you are.
The engine
Built for the questions you ask after every community post.
Community sparks the question. These tools give you the honest answer — from your own data.
One workspace per portfolio. Every position, every activity, every dividend.
Add buys, sells, dividends, splits in seconds. Movers widget surfaces today's heroes and villains. Activity widget is your last-5 paper trail.
Free for 1 portfolio. Unlimited from Investor.
Inside the productAll your portfolios, one truth.
Total equity, cash, internal cashflow, wealth-ratio target, and a TWR-correct performance chart that survives deposits and withdrawals. Optionally merge trading equity.
Free with limits; full power at Investor.
Inside the productThe four tabs every serious investor needs.
Performance (TWR, drawdown, Sharpe, heatmap, correlations, benchmark), Composition, Cashflow, and Positions — per-holding volatility vs return.
Investor and above.
Inside the productStop pasting CSVs at midnight.
Connect Interactive Brokers once. Trades, holdings, dividends, and cash flows reconcile automatically through ISIN-first symbol resolution.
Investor and above.
A research pipeline, not a chat thread.
Move tickers through watching → researching → ready → passed. Every row carries P/E, P/FCF, dividend yield, and a DCF-based valuation zone.
Investor and above.
Inside the productSee the income your portfolio actually pays you.
Monthly dividend chart, net deposit history, and TWR that can include or exclude dividends. Built for buy-and-hold conviction.
Investor and above.
The worked journey
Your community asks. Your portfolio answers.
Inside a creator space
A pinned lesson asks: "Is your tech allocation north of 40%?"
You ask: “Honestly, I have no idea.”
In Portfolio Analysis → Composition
Donut shows tech at 47%, single-stock concentration on NVDA at 14%. The honest mirror.
Back in the community
You post a rebalance note in the creator's space. The screenshot itself is a contribution. Members react.
Plans
What you get on each plan
Community entry stays free. Upgrade only when your own data gets useful.
Free
Join any community
- 1 portfolio · up to 12 holdings · up to 3 trades
- Basic Overview dashboard
- Manual activity entry
- Community read access
Investor
€14.99/mo · €9.99/mo yearly
- Unlimited portfolios, holdings, activities
- Full Portfolio Analysis: composition, performance, cashflow, positions
- IBKR auto-import
- Watchlists with valuation zones
- Shared community watchlists
- Deep leaderboard columns
Full Stack
€34.99/mo · €29.99/mo yearly
- Everything in Investor
- Trading scope, journaling, strategy suite
- Fundamentals + AI workflows
- CSV / PDF exports
Boundaries
What the Investment Scope is not
- Not a robo-advisor. ratiofolio shows you reality; the allocation choices remain yours.
- Not a brokerage. Holdings are tracked, not held.
- Not a tax tool. We surface dividends and realized P&L; we don't file your returns.
FAQ
Questions, answered honestly.
Ready when you are