Cross-border portfolio intelligence

Multi-asset portfolio tracker.Markets. Currencies. History. One view.

Track stocks, ETFs, bonds, crypto, cash, and property across currencies from one dashboard.

One dashboard Six asset classes

Supported asset classes

  • Stocks
  • ETFs
  • Bonds
  • Cash
  • Crypto
  • Property

Built for cross-border portfolios

See what your portfolio is worth—and why it changed.

MoneDash is a multi-asset, multi-currency portfolio tracker for investors whose financial picture extends beyond one broker or one type of investment. It combines owned and sold positions, income, fees, taxes, exchange rates, and historical dates into one portfolio view.

Understand returns across currencies

Compare values in USD and your selected currency, and distinguish asset-price performance from exchange-rate effects where the data is available.

Revisit the portfolio on an earlier date

Historical mode reconstructs applicable positions, market dates, and exchange rates so a prior portfolio is more than a current table with a different label.

Keep unlike investments comparable

Asset-specific calculations for securities, bonds, crypto, cash, and property roll into a unified allocation, dashboard, and portfolio report.

More than a watchlist

A portfolio record built from what actually happened.

Start with real transactions and property records. MoneDash uses those dated inputs to organize current holdings, sold positions, allocations, income, and gains without asking you to combine six separate spreadsheets by hand.

  1. Record the positionAdd its date, institution, currency, quantity or value, fees, taxes, and other asset-specific details.
  2. Review the complete resultSee current and initial value, allocation, income, gains, FX effects, and owned or sold status in context.
  3. Preserve a useful snapshotUse historical views, contextual CSV exports, and a printable portfolio report when those features are available on your plan.

Explore MoneDash

Learn how the system works before creating an account.