Real-Time ETF Portfolio Tracker
Monitor your ETF portfolio with detailed metrics, cumulative gains, and periodic performance analysis
Benefits
Complete visualization
Interactive charts showing your ETF portfolio evolution with MSCI World, MSCI Europe, and sector allocation
Performance metrics
Automatically calculates cumulative returns, gains/losses, annualized return (TWRR), and Sharpe Ratio
Benchmark comparison
Compare your passive portfolio against official UCITS ETF benchmarks and index constituents
How it works
1. Import or upload portfolio
Upload a CSV file from your broker (DEGIRO, Interactive Brokers, Trading 212, etc.) or manually add your ETF positions
2. Index Balance analyzes data
System calculates performance metrics, effective TER, and geographic allocation of your holdings
3. View your dashboard
Access real-time charts, monthly evolution, risk statistics, and benchmark comparison
Frequently asked questions
How is my portfolio return calculated?
We use Time-Weighted Rate of Return (TWRR) methodology to measure investment performance independent of your contribution timing
Can I track ETFs from multiple providers?
Yes, combine ETFs from any UCITS provider (iShares, Vanguard, Amundi, Xtrackers, etc.)
How frequently is data updated?
ETF prices update daily. Broker integration syncs after you upload transaction history
What risk metrics are available?
Annualized volatility, Sharpe Ratio, maximum drawdown, correlation analysis, and beta calculation
Can I export a PDF report of my portfolio?
Yes. Use the PDF export button in the dashboard to download a report with your portfolio summary, TWRR return, monthly evolution and benchmark comparison.