Key Features
Track Your Investment Returns
- View returns for customizable time periods
- Benchmark against major indices like AEX (GR), All World Index, and S&P 500
- Consolidated view of broker fees, profits, and value growth
👉 Discover how Coinbase tracking improves investment decisions
Portfolio Diversification Insights
- Comprehensive analysis across sectors, industries, countries, currencies, and securities
- Create custom strategies for better portfolio management
- Aggregate unlimited broker accounts into unified dashboards
Weekly Portfolio Updates
- Dividend payment tracking with ex-dividend dates
- Quarterly/half-year/annual financial reports
- Capital Markets Days and shareholder meetings
Dividend Growth Monitoring
- Monthly/quarterly/annual dividend growth comparisons
- Projected Annual Dividend Income (PADI) charts
- CAGR dividend growth (1/3/5 year) for all positions
User Experiences
"PDT replaced my weekly Excel tracking, saving hours each month that I now invest in financial education. The transaction history and performance breakdown features provide insights most brokers lack."
- Tristan"The sorting/filtering functionality lets me maintain perfect balance across my three investment strategies."
- Arne"Seeing the compounding effect visualized in PDT keeps me motivated with my monthly ETF purchases."
- Sophie
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Frequently Asked Questions
How does the Coinbase portfolio tracker differ from broker reports?
Unlike basic broker interfaces showing only profit/loss, PDT provides detailed analytics on sector allocation, dividend performance, and benchmark comparisons across all your investment accounts.
Can beginners benefit from this tool?
Absolutely. The visual reporting helps new investors understand portfolio composition and growth metrics without financial jargon. Many users combine it with educational podcasts for optimal learning.
What's the biggest time-saver feature?
Automated transaction importing eliminates manual data entry. Users report saving 5+ hours weekly compared to spreadsheets, with more accurate performance tracking.
Why Professionals Recommend PDT
- Performance granularity: View returns by security, time period, and income type
- Diversification alerts: Visual indicators for over-concentration risks
- Cost optimization: Identify fee savings opportunities across brokers
- Community insights: Learn from 10,000+ investors sharing strategies
"PDT acts as my emotion-free 'third eye' for objective portfolio evaluation."
- Wouter"The category breakdown (tech, healthcare, etc.) revealed gaps in my diversification I'd never noticed."
- Casper
For investors seeking comprehensive performance tracking beyond basic broker statements, the Coinbase Portfolio Tracker delivers institutional-grade analytics in an accessible format.