Portfolio
Analytics Lab Open app

Your investments, your PAL.

Portfolio Analytics Lab

Your portfolio, performance and dividends.
One workspace. A clearer view.

Explore app See it in action

Free access today. Synthetic demo available before sign-in.

The PAL Overview: portfolio value, gains and a value timeline, shown with synthetic demo data.

The real app. Synthetic demo data.

Features

More than a portfolio balance.

Follow what you own, understand your returns and keep the records behind them together.

Portfolio & performance

Review holdings, allocation, realised and unrealised gains, and estimated benchmark comparisons. Filter by broker or asset and choose your display currency.

Dividends & activity

Track income received, transactions and the dividend calendar ahead. See which payments are announced and which are estimates.

Valuation & scenarios

Explore stock and REIT valuations with Low, Base and High assumptions in Decision Quality. Model possible portfolio outcomes in Forecasting.

Tax preparation

Review income, gains and withholding. Add evidence, compare broker-statement totals and export a workbook. Preparation, not tax filing.

Custom charts & reports

Build your own charts with Self-Service. Export CSV, Excel or an HTML report for your current filters or full portfolio.

Connections & asset records

Connect Trading 212 with read-only access, or use manual CSV/Excel templates for other brokers and crypto. Review identities and classifications in the Asset Library.

Private account dashboards, saved preferences and backups. Market data and calculated estimates depend on available coverage.

Inside the workspace

A closer look at PAL.

November 2026 app views
Synthetic demo data

Your starting point

Portfolio value, net invested and gains, with a timeline of how they changed.

Full-size image
Synthetic demo Overview with portfolio summary and investment value timeline.

Start with a look around

No portfolio needed to try it.

Open PAL and choose Explore demo to see the workspace with synthetic data. When you are ready, build your own view.

Take me to PAL

  1. Connect or import

    Use a supported broker connection, upload a supported export, or start with the manual template.

  2. Make it your view

    Choose your display currency and filter by account, broker or asset.

  3. Review and keep track

    Explore performance, follow dividends and export a report with the scope you need.

Support PAL

Help keep the project moving.

Enjoy using PAL? Optional contributions help with hosting and continued development. They are not a subscription and do not unlock paid features.

Bitcoin Lightning

For those who already use a Lightning wallet.

Open Lightning wallet

doableshrimp862@walletofsatoshi.com

Show QR codeHide QR codeQR code for PAL's Bitcoin Lightning address

Feedback helps too. Tell us what could be better or join the community.

A few useful details

Before you start.

Still wondering about something?
Ask us a question

Which accounts can I bring into PAL?

Trading 212 has a direct, read-only connection. Other brokers and crypto holdings can be added through manual CSV/Excel templates. The app lets you review and validate imported rows before applying them.

Is PAL free?

Access is currently free. Paid features may be introduced later; there is no subscription to buy on this site today.

Where is my data stored?

PAL is a hosted web app. When you use an account, portfolio data is processed on the service and your dashboard is saved to your account. Saved broker credentials are encrypted. The synthetic guest demo does not need your broker credentials.

Read the Privacy Policy before connecting an account or uploading personal data.

Are prices and dividend forecasts live?

Not necessarily. Prices depend on the source, market hours and refresh availability. Announced dividends and estimates are labelled separately. Check the dates in the app and your broker before relying on a figure.

Does Tax Prep file my taxes?

No. It helps organise portfolio records, income, withholding and supporting evidence. It does not submit a return or certify that a tax calculation is correct. You remain responsible for checking your records and the rules that apply to you.

Can PAL place trades?

No. PAL is for analysis and record preparation, not trade execution. Its charts, forecasts and valuation estimates are informational, not financial or tax advice.

A little more clarity

Meet your portfolio's bigger picture.

Open Portfolio Analytics Lab

Explore the demo. Bring your own data when you are ready.