Manage Your Investments and Simplify Your Taxes
The platform for investors: import CSV, sell stocks, export for tax filing. Automatic tax calculations for Spain, Germany, France, UK, and more.
"The best app I've used to manage my investments. Simple and powerful."
- Maria G., Investor
Real-time Dashboard
investors
in managed assets
Supported countries
Time saved
Security & Trust
SSL Secure
Encryption
GDPR
Universal Compatibility
Works with any investment platform
Our system automatically detects your CSV format, regardless of which platform it comes from. MyInvestor, Coinbase, Binance, Revolut, eToro, Trading 212, Degiro, Interactive Brokers, and many more.
Everything You Need as an Investor
Features designed to simplify your investment management
Import your investments in seconds from any platform
Sell stocks directly from the app and get returns
Export CSV ready for your tax filing
Automatic tax calculation according to your country
Manage your portfolio professionally without complications
How It Works
In 4 simple steps, manage your investments like a professional
Sign Up Free
Create your account in less than a minute. No credit card required.
Import Your Investments
Drag and drop your CSV file from any platform. The system automatically detects the format.
Manage Your Portfolio
View all your investments in real-time, analyze performance and make informed decisions.
Export for Taxes
Generate tax reports ready for your tax filing with a single click.
Everything ready in minutes. No complications.
Perfect for You
Real use cases for different types of investors
Investor with Multiple Platforms
You have investments in MyInvestor, Coinbase, Revolut and more. You need a centralized place to see it all.
Import from all your platforms in seconds
Unified view of all your investments
Complete performance and diversification analysis
Freelancer Needing Tax Reports
As a freelancer, you need accurate reports for your tax filing. Save time and avoid errors.
CSV export ready for tax authorities
Automatic calculation of gains/losses
Support for FIFO method and multiple countries
International Investor
You have assets in several countries and need to manage taxes in multiple jurisdictions.
Support for 7+ countries with automatic calculations
Multi-language (6 languages available)
Country-specific tax reports
Active Trader
You sell stocks frequently and need accurate tracking of all your operations.
Sell stocks directly from the app
Automatic tracking of gains/losses
Complete transaction history
Everything You Need to Manage Your Portfolio
Powerful features designed for modern investors
Real-Time Dashboard
Comprehensive overview of your portfolio with key metrics, evolution charts, and real-time performance analysis. Everything you need to know about your investments at a glance.
Navigate your portfolio with an intelligent dashboard that shows total value, gains/losses, ROI, and recent investments. Interactive charts let you see your portfolio's evolution over the last 30 days, while key metrics update automatically with the latest market prices.
Instant Navigation with Command K
Access any part of the application in seconds
Press ⌘K (or Ctrl+K) from anywhere and instantly navigate to any section, action, or feature. Intelligent search that understands what you're looking for.
Quick navigation
Instant actions
Intelligent search
100% keyboard-driven
Complete Investment Management Platform
All the tools you need to succeed
Complete investment management
Real-time price updates
Interactive charts and graphs
Tax reporting and CSV export for tax filing
CSV import and export
Multi-language support (6 languages)
Dark mode support
Fully responsive design
Quick search with Command K
Advanced analytics and risk metrics
Multi-country tax calculations (Spain, Germany, France, UK, Italy, Portugal, USA)
Compare with Alternatives
See why WealthFlow is the best option to manage your investments
| Feature | WealthFlow | Excel/Sheets | Other Apps |
|---|---|---|---|
| Automatic CSV import | |||
| Multi-country support | |||
| Automatic tax reports | |||
| Real-time prices | |||
| Integrated stock selling | |||
| Multi-language | |||
| Automatic FIFO calculation |
Excel/Sheets vs WealthFlow
Other Apps vs WealthFlow
Simple, Transparent Pricing
Choose the plan that works for you
Free
Perfect for getting started
- Up to 50 investments
- Basic reports
- Community support
- Core features
Pro
For serious investors
- Unlimited investments
- Advanced tax reports
- Priority support
- All features
- API access
- Advanced exports
What Our Users Say
Join thousands of satisfied investors
"WealthFlow has transformed how I manage my investments. The real-time updates and comprehensive reports save me hours every week."
Sarah Johnson
Portfolio Manager
"The best investment tracking app I've used. Clean interface, powerful features, and it just works. Highly recommended!"
Michael Chen
Individual Investor
"My clients love the detailed reports and analytics. It makes tax season so much easier. This is a game-changer."
Emma Rodriguez
Financial Advisor
Security & Trust
Your information is protected with the highest security standards
SSL Secure
End-to-end encrypted connection
Encryption
All your data is encrypted
GDPR Compliant
Full compliance with European regulations
99.9% Uptime
Guaranteed availability
Guarantee
Free trial with no commitment
Ready to Simplify Your Investments and Taxes?
Start free and manage your portfolio like a professional