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MyInvestingLab
All your portfolios & dividends in one clean dashboard.
6 followers
All your portfolios & dividends in one clean dashboard.
6 followers
MyInvestingLab is a dashboard built to track all your investments in one clean place. Skip messy spreadsheets and view multi-broker portfolios performance, ex-dividend calendars, and automated weekly email updates. Key features: • 1-click broker CSV upload (currently IBKR, Trading 212, Revolut). • Active dividend calendar & weekly email summaries. • Multi-currency tracking (USD, EUR, GBP). • Benchmark simulator. • Track company stock grants (RSUs).
Would love to see support for Schwab or Fidelity CSVs since a lot of folks in the US still use them, even just basic position imports would make this a no-brainer switch from my spreadsheet setup right now.
@leylad3c5 Thank you for your recommendation. Fidelity csv was one of the next steps and definitely will be included in MyInvestingLab. I will put the Schwab in the to-do list too. Happy to hear any other feedback/recommendations if you have had the chance to go through MyInvestingLab.
Love the broker CSV upload idea, that's the painful part nobody wants to do. One thing that would really seal it for me though is a simple "what-if" buy simulator, like let me drag a hypothetical purchase of X shares into the dashboard and see how it would affect my overall allocation and projected dividend income. Would make planning the next buy way less mental math.
@mahmut1q6d Thank you for your comment and recommendation. I am keeping a note about that and get it into the to-do list. Happy to get your thoughts if you had the chance to go through the app.
finally something that handles IBKR and Trading 212 csvs without me messing up the columns, the weekly dividend email is honestly pretty handy to wake up to
@htimucin52422 Thank you Halime. This was an issue I had! Having multiple platforms to track was making it difficult.. Also I know some people that constantly chasing the next dividends and they trade based on this. So this email communication was also inspired by this and I hope it will help on this direction.
Feel free to try the platform and let me know about any comments/feedback/improvements you may have!