Features
Your portfolio, in plain sight
Follow every holding and its performance — total value, returns and each position — whether it’s synced from your broker or added by hand.
Performance in focus
Total value, overall return and each position’s change — always current, never a spreadsheet.
Every holding together
Stocks, ETFs and funds — synced from your broker or added by hand — side by side in a single portfolio.
Part of your net worth
Your portfolio flows straight into your net-worth view, next to cash and real estate.
How it works
However you invest, your portfolio ends up in one clean view.
- 1
Bring your holdings in
Connect a supported broker for live sync, upload an export from yours, or add positions by hand. Every path ends in the same portfolio.
- 2
Follow what matters
Each holding shows its value, cost basis, gain and return. Group by account and see where the growth actually comes from.
- 3
See it in your currency
Foreign holdings convert into your own currency automatically — including how much of a gain is the investment itself and how much is the exchange rate.
In real life
The scattered portfolio
An old fund at one bank, stocks at a broker, a pension pot somewhere else. Upload or add each one and see — for the first time — the whole portfolio as one number.
Investing across borders
You hold US stocks but live in Europe. Every position converts into your currency, so returns include what the dollar did — not just the share price.
Part of the bigger picture
Your portfolio isn’t a separate world. It flows into your net worth next to accounts and assets, so a good year in the market shows up where it should.
Questions, answered
- How do I get my investments into cashegg?
- Three ways: connect a supported broker for automatic sync, upload a file exported from your broker, or add holdings manually. You can mix all three.
- What do I see for each holding?
- Current value, cost basis, profit or loss and percentage return, along with totals for each account and for the portfolio as a whole.
- Does it handle foreign currencies?
- Yes. Positions keep their original currency and are converted into yours, and currency effects on your returns are tracked separately from price changes.
- What if my broker can’t be connected?
- Any broker’s holdings can be brought in by file upload or manual entry — live sync is simply the most convenient path where it’s available. No portfolio is left out.
- Are my investments part of my net worth?
- Yes. Your portfolio’s value feeds straight into your net worth next to bank balances and assets, converted into your own currency.
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