Holdings
Welcome to Colafish
Track stocks, ETFs and bonds — built for Italian and Swiss investors who rebalance by geography.
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How do you want to start?
Stuck at any point? The tab answers the usual questions, and reaches a human.
Import
Upload a broker export. We’ll detect the columns automatically.
…or drag & drop the CSV / Excel export here
Or paste activity
⚠ Same rule when pasting: leave out the account number, IBAN and account-holder name.
Where do I get this file?
Tips
- Interactive Brokers, Fineco and DEGIRO CSV/Excel exports.
- Match each security once — that choice applies to every trade with that symbol.
- Trades drive “Money you put in” (cost of buys). Cash events still help Income.
- Importing two files from the same broker is safe — trades you already have are flagged as duplicates and left unticked.
More: · ·
Filled bar is where you are today. The dark notch is your target — bar short of the notch means buy, past it means trim. Type a target to see the gap move.
Options — bond weights, min trade
Fixed income —
+ Screener link
Equity holdings —
Equity share of new money defaults to the class gap.
Holdings and live portfolio value. Derived from your trade history. For ETF/stock returns open ; for bond coupons see .
No holdings yet. Import a broker export or add your first investment manually.
Look-through weights — where the companies are, not where the fund is registered.
Show tax estimate
Buy/sell history drives performance and “Money you put in”. Deposits, dividends and other cash movements live under the Cash filter.
No trades yet.
Equity performance — stocks and equity ETFs only. Bonds and coupons live on the Income tab.
Import broker trades, then open this tab to see equity performance over time.
Coupons and dividends from your import, plus projected dividends for distributing holdings. Bond cash flows and the shared income calendar are below. Price gains on ETFs/stocks are on the tab.
Import broker activity with cash movements (coupons, dividends) to see income here.
Bond income
Equity income
Broker interest
Bond ETFs count as Fixed income; equity ETFs as Equity. Money-market and commodities are excluded from geography charts. Geography is look-through factsheet exposure, not fund domicile.
Add holdings on Portfolio (or import trades), then geography charts appear here.