Portfolio intelligence
Your portfolio,
operating at full power.
Track live holdings, broker imports, Belgian tax workflows, and the next action your portfolio actually needs, without stitching together spreadsheets and disconnected tools.
See the product
Live dashboard, decisions, and tax views
Works with your setup
Broker sync where solid, CSV when you need control
Built for action
One surface for tracking, analysis, and what to do next
Proof points
Clear product proof, not marketing fluff.
The landing page should explain what the product actually does at a glance, even on ultrawide screens where weak layouts usually fall apart.
0
Direct broker syncs
with CSV fallback for the rest
0%
Free forever
no paywall on core tracking
0 tap
PWA install
works on iOS and Android
Chapter 01 - Portfolio command center
The whole portfolio state in one clear view.
Holdings, cash, growth, drawdown, sector mix, and the most important next step all stay visible without switching tools.
Chapter 02 - Imports and broker sync
Real broker data without blind faith in every API.
Direct sync where it is solid. CSV and Excel stay first-class paths everywhere else. Preview every row before it touches your portfolio.
Import preview
Review imports before they touch the portfolio
The importer shows new rows, duplicate rows, skipped rows, and when a second broker file would improve accuracy.
Preview rows
48
Account.csv + Transactions.csv merged
New rows
41
Ready to import
Skipped rows
7
2 duplicates, 5 manual fixes
DEGIRO two-file merge
AutoFX costs, fees, taxes, and cash stay attached to the imported rows.
Fix manually
Repair missing symbol, quantity, or price before importing the rest.
Broker metadata
Withholding tax, TOB, fees, and source hints stay on the transaction.
Chapter 03 - Belgian tax engine
December 31 reference prices, inside the app.
FIFO lots, withholding context, and annual summaries live in your portfolio, not in a spreadsheet you update once a year.
Belgium mode
FIFO lots, reference prices, and dividend withholding stay in one tax workflow
The tax page keeps filing context, sell guidance, and annual totals inside the portfolio instead of pushing everything into a separate sheet.
Reference prices
4 tracked
31 Dec 2025 basis for pre-2026 lots
Dividend withholding
EUR 382
Imported from broker rows
Exemption room
EUR 6,240
Conservative sell room still available
Dividend declaration status
Based on broker defaults or your saved override.
Transfer-tax source
Falls back to a preset only when the import does not provide it.
Year-by-year taxes
Capital tax, market tax, and withholding totals stay grouped by year.
Chapter 04 - AI decision layer
From raw numbers to what matters now.
The Decision Center flags concentration issues and buy opportunities. AI explains the queue; it does not replace the deterministic engine underneath.
AI workflow
Each AI tab answers a different portfolio question
Portfolio brief, new-cash decisions, ticker research, and trade what-ifs all stay tied to the current workspace context.
Current availability
Connected
Platform route or your own provider key
Active tab
Biggest risk
Only the active AI question loads
Trade coach
Trim / Exit / Add
Scenario stays tied to the selected position
Portfolio brief
Uses live holdings, allocation, and performance context.
Ticker research
Choose from your own holdings or watchlist.
Provider route
OpenAI, Anthropic, and Gemini are also supported.
Chapter 05 - Works everywhere
One tap on your home screen, anywhere.
Install Voortly as a PWA. Mobile-first summary view, strong hierarchy, and offline recovery are built into the product, not bolted on later.
Chapter 06 - Bloomberg-style terminal
Deep-dive research without leaving your portfolio.
Switch between Research, Portfolio, Technical, and Markets layouts with a single keystroke. Every panel — from earnings calendars and sector heatmaps to peer comparison charts — is one command away.
Works with your broker
The dashboard
Everything you need to understand your portfolio in one surface.
On wide screens the product should not collapse into a thin strip of copy. This section keeps the visual proof large while the supporting product story stays readable.
Bloomberg-style terminal
Professional research,
built into your tracker.
Switch between four named workspaces with a single keystroke. Every panel — from earnings calendars and sector heatmaps to peer comparison charts — is one command away. Type a ticker, hit a function code, and the data surfaces instantly.
Company deep-dive: description, price chart, fundamentals, earnings, analyst ratings, relative valuation, news, and filings.
Your positions at a glance: holdings monitor, sector heatmap, watchlist, dividends, and earnings calendar in one view.
Chart-heavy workspace: price graph, full technical analysis (BB, ATR, OBV, EMA), peer comparison chart, and top movers.
Market-wide pulse: top movers, macro rates, company news, earnings calendar, and watchlist quotes in real time.
New panels
BB, ATR, OBV, EMA20/50, SMA200
Sortable P&L, cost basis, weights
Live quotes across your watchlists
Portfolio allocation colored by gain/loss
Market-wide upcoming earnings, 14 days
Active ticker vs peers, % normalized
Trust layer
Clear security and privacy signals, without sending users hunting for them.
The trust story should scale cleanly on large monitors too: the key assurances stay visible, and deeper documentation remains one click away.
End-to-end encrypted
Broker credentials never stay stored in plain text
GDPR compliant
Your data, your rights, always
No paywall on core features
Import, track, and analyze for free
Start free
Start tracking.
It's free.
No credit card | No broker required | Free forever