Investment tracking
Your investments. One clearer picture.
Add the holdings you want to track, across providers and currencies. See estimated values together, then check them against your provider records.
- You add your holdings
- No broker connection
- Prices may be delayed
Record, check, review
Less to piece together.
Keep a record of what you hold and what you paid. Available prices help you review estimates, not make trades.
Choose a step to explore the example.
Enter a supported holding, its currency, quantity and purchase details. Start with your provider statement.
Across assets and currencies
See more than one part of your portfolio.
Bring the holdings you record into one place, even when they sit with different providers.
- Holdings
- Record supported stocks, funds, crypto, property and cash.
- Currencies
- Keep original currencies visible and review estimated converted values where data is available.
- History
- Review recorded purchases, sales and dividends alongside estimated gains and losses.
Know what the numbers mean
Your provider is the source of truth.
Zempo helps you organise and review investment information. It does not manage your investments.
- 01
Keep your records current.
You add and maintain holdings. Zempo does not connect to your broker.
- 02
Check prices and differences.
Prices and exchange rates can be delayed or missing. Reconcile estimates with provider statements.
- 03
Make decisions outside Zempo.
Zempo does not hold assets, move money, execute trades or recommend investments.
Informational only, not financial or investment advice. Estimated performance is not a forecast or guarantee.
Common questions
Questions before you add a holding?
What you can record, where estimates come from and what stays with your provider.
No. Zempo is portfolio-recording and monitoring software. It does not hold assets, connect to brokerage accounts, or execute transactions.
Investment tracking