Import your broker history once. See through every ETF to the companies underneath, know exactly when your coupons and dividends land, and tell company performance apart from currency swings.
Free to use, no account required — Just let me in keeps everything in this browser. Clear your browsing data and the portfolio goes with it, so sign in when you want it to follow you between devices.
Supports data from — IBKR · DEGIRO · Fineco
Drop a CSV or Excel export and Colafish detects the columns, then asks you to confirm each security once. Every past and future trade with that symbol follows the same match.
A fund's domicile, listing and currency describe what you bought — all useful facts, none of them a description of your risk. Colafish adds the layer underneath: issuer factsheet weights rolled up across six macro regions, fifty-one countries and eleven sectors.
Open any fund to see which countries its share of a weight came from. Bonds and money market stay out of the geography charts.
Set targets by asset class, macro region or single country. Colafish shows the drift and the euro gap, then suggests the trades that close it — with new money only, or with sells if you prefer.
Coupons, dividends and broker interest month by month, with projections for everything declared but not yet paid. Bond coupons arrive net of the 12.5% Italian withholding, so the figure is the cash you actually receive.
No black box. Every weight traces back to a public source, and country allocations cache for 24 hours so you can refresh on demand.
Colafish is free, with or without an account. Without one, your portfolio lives in this browser only — clearing site data erases it, and it will not follow you to another device.
Named after Colapesce, the Sicilian boy who held up Sicily. He knew what was underneath, too.