Simple Portfolio Tracking for Dividend Investors
Born from frustration with complex broker interfaces and missing dividend data. We built the portfolio tracker we wished we had.
Our Story
It started with a simple problem: my broker didn't show me how much I was earning in dividends. Buried in transaction logs and scattered across multiple statements, the actual income from my investments was invisible.
I wanted simple numbers. How much have I invested? How much is it worth now? How much have I earned in dividends? And the question that fascinates every dividend investor: how many "free shares" have my dividends paid for?
Custovis was built to answer these questions clearly. No clutter, no complexity—just the numbers that matter for long-term investors who believe in the power of compound growth and dividend income.
What We Offer
Portfolio Tracking
Track your holdings across multiple portfolios. See your total invested, current value, and overall gain/loss at a glance.
Dividend Analytics
Automatic dividend tracking with predictions for upcoming payments. See your dividend history and calculate your "free shares."
Smart Allocation
Visualize your portfolio allocation and plan rebalancing. Set target percentages and get recommendations for new investments.
Performance Metrics
Track ROI, unrealized gains, and identify your best and worst performers. All converted to your preferred currency.
Our Mission
To give every investor—whether managing $1,000 or $1,000,000—the clarity they need to make informed decisions. We believe that understanding your investments shouldn't require a finance degree or expensive software.
Global Market Coverage
Access data from major exchanges around the world. Track investments wherever they're listed.