# StockDashes

> StockDashes is an AI portfolio analyzer for people who pick their own stocks: import your portfolio from brokers like DEGIRO, Interactive Brokers and Trading 212, describe your worldview, and get a 0–100 score for how well your holdings fit it — plus stock ideas that match.

Who it's for: people who pick their own stocks — in Europe and the US — and want to see how well their portfolio fits their worldview, with imports from 10 brokers including DEGIRO, Saxo, Interactive Brokers, Fidelity and Robinhood.

## Main features

- Import: the export file from DEGIRO, Saxo, Trading 212, Rabobank, Fidelity, Robinhood, E*TRADE, Vanguard, Charles Schwab and Interactive Brokers — uploaded by you, no broker login needed; or holdings typed in by hand.
- Real return: a time-weighted return in the currency you choose (euros or US dollars), compared with the S&P 500 total return in the same currency, plus a money-weighted return per year and the currency effect shown separately.
- Portfolio score (0–100): fit with the themes you chose (60%), diversification (20%) and volatility (20%), each with the holdings and numbers behind it.
- Theme research: choose investment themes or write your own; every holding is marked as benefiting from, hurt by or neutral to each theme, weighted by market value.
- Holdings scan: valuation multiples, earnings, insider and ownership data, analyst targets and short interest, and correlations for the holdings you own.
- Stock research: a page per company with an overview, a peer comparison and filings; a watchlist with a stock screen; macro and news pages.
- Coverage: holdings listed in the US, and European shares that also trade in the US, are valued and included in returns. Other holdings, such as UCITS ETFs like IWDA or VWCE, stay in the portfolio by name and are listed separately on the performance page, so users always see exactly what their return is built from.

Data: the export file is read when you import it and is not kept; the holdings and transactions from it are saved to your account, stored in London (UK). There is no broker login. We never sell your data. Landing pages are in English and Dutch. StockDashes is informational only and is not investment advice.

## Key pages

- [Home](https://stockdashes.com/): what StockDashes does: portfolio score, real return, theme fit
- [DEGIRO portfolio tracker](https://stockdashes.com/degiro): real return from a DEGIRO Account Statement (English)
- [DEGIRO rendement berekenen](https://stockdashes.com/nl/degiro): the same for DEGIRO, in Dutch
- [Saxo portfolio tracker](https://stockdashes.com/saxo): real return from a Saxo Transactions export (English)
- [Saxo rendement berekenen](https://stockdashes.com/nl/saxo): the same for Saxo, in Dutch
- [Blog](https://stockdashes.com/blog): guides on portfolio returns, exports and analysis
- [About](https://stockdashes.com/about): who builds StockDashes and where data is stored
- [AI rating for your stock portfolio](https://stockdashes.com/ai-portfolio-rating): how the 0–100 portfolio score works: fit with your themes, diversification and volatility, with an example
- [Check your portfolio’s worldview fit](https://stockdashes.com/portfolio-worldview-fit): investment themes, the per-holding Benefits / Hurt / Neutral verdict and writing your own theme, with an example
- [Portfolio trackers for European investors compared](https://stockdashes.com/compare): StockDashes next to getquin, Parqet, Delta, Sharesight and Snowball Analytics: broker imports, currency, portfolio rating, theme fit, dividends and mobile, each competitor fact sourced from its own website
- [Is there an AI tool that rates my stock portfolio?](https://stockdashes.com/ai-tool-that-rates-my-portfolio): four tools that rate or analyse a stock portfolio compared (StockDashes, PortfolioPilot, Ziggma, Portfolio Visualizer): what each rates against, the brokers it works with, and which fits which investor
- [Portfolio tracker for your broker](https://stockdashes.com/brokers): every broker whose export StockDashes imports, with the file each one needs
- [Trading 212 portfolio tracker](https://stockdashes.com/brokers/trading-212): import the Trading 212 History export: real time-weighted return against the S&P 500, theme fit and the 0–100 portfolio score
- [Rabobank portfolio tracker](https://stockdashes.com/brokers/rabobank): import the Rabobank Mutaties & Nota’s: real time-weighted return against the S&P 500, theme fit and the 0–100 portfolio score
- [Fidelity portfolio tracker](https://stockdashes.com/brokers/fidelity): import the Fidelity Positions + activity history: real time-weighted return against the S&P 500, theme fit and the 0–100 portfolio score
- [Robinhood portfolio tracker](https://stockdashes.com/brokers/robinhood): import the Robinhood Account activity report: real time-weighted return against the S&P 500, theme fit and the 0–100 portfolio score
- [E*TRADE portfolio tracker](https://stockdashes.com/brokers/etrade): import the E*TRADE Transactions download: real time-weighted return against the S&P 500, theme fit and the 0–100 portfolio score
- [Vanguard portfolio tracker](https://stockdashes.com/brokers/vanguard): import the Vanguard Download center file: real time-weighted return against the S&P 500, theme fit and the 0–100 portfolio score
- [Charles Schwab portfolio tracker](https://stockdashes.com/brokers/charles-schwab): import the Charles Schwab Positions + transaction history: real time-weighted return against the S&P 500, theme fit and the 0–100 portfolio score
- [Interactive Brokers portfolio tracker](https://stockdashes.com/brokers/interactive-brokers): import the Interactive Brokers Activity Flex Query: real time-weighted return against the S&P 500, theme fit and the 0–100 portfolio score
- [Worldviews](https://stockdashes.com/worldviews): the ten ready-made worldviews StockDashes checks a stock portfolio against, from the AI build-out to higher-for-longer interest rates
- [AI build-out: does your portfolio fit this worldview?](https://stockdashes.com/worldviews/ai-build-out): the AI build-out worldview, the kinds of companies it benefits, and how worldview fit scores a portfolio against it
- [Currency debasement & hard assets: does your portfolio fit this worldview?](https://stockdashes.com/worldviews/currency-debasement-hard-assets): the Currency debasement & hard assets worldview, the kinds of companies it benefits, and how worldview fit scores a portfolio against it
- [K-shaped economy: does your portfolio fit this worldview?](https://stockdashes.com/worldviews/k-shaped-economy): the K-shaped economy worldview, the kinds of companies it benefits, and how worldview fit scores a portfolio against it
- [Geopolitical instability & rearmament: does your portfolio fit this worldview?](https://stockdashes.com/worldviews/geopolitical-instability-rearmament): the Geopolitical instability & rearmament worldview, the kinds of companies it benefits, and how worldview fit scores a portfolio against it
- [Humanoid robotics & automation: does your portfolio fit this worldview?](https://stockdashes.com/worldviews/humanoid-robotics-automation): the Humanoid robotics & automation worldview, the kinds of companies it benefits, and how worldview fit scores a portfolio against it
- [Energy transition & electrification: does your portfolio fit this worldview?](https://stockdashes.com/worldviews/energy-transition-electrification): the Energy transition & electrification worldview, the kinds of companies it benefits, and how worldview fit scores a portfolio against it
- [Ageing populations & healthcare: does your portfolio fit this worldview?](https://stockdashes.com/worldviews/ageing-populations-healthcare): the Ageing populations & healthcare worldview, the kinds of companies it benefits, and how worldview fit scores a portfolio against it
- [Deglobalisation & reshoring: does your portfolio fit this worldview?](https://stockdashes.com/worldviews/deglobalisation-reshoring): the Deglobalisation & reshoring worldview, the kinds of companies it benefits, and how worldview fit scores a portfolio against it
- [Higher-for-longer interest rates: does your portfolio fit this worldview?](https://stockdashes.com/worldviews/higher-for-longer-interest-rates): the Higher-for-longer interest rates worldview, the kinds of companies it benefits, and how worldview fit scores a portfolio against it
- [Rise of the emerging-market consumer: does your portfolio fit this worldview?](https://stockdashes.com/worldviews/rise-of-the-emerging-market-consumer): the Rise of the emerging-market consumer worldview, the kinds of companies it benefits, and how worldview fit scores a portfolio against it
- [What is worldview fit?](https://stockdashes.com/worldviews/what-is-worldview-fit): worldview fit defined: a 0–100 score for how well a stock portfolio matches an investor’s view of where the world is heading
- [Famous investors’ portfolios, scored by worldview](https://stockdashes.com/portfolios): the latest 13F portfolios of investment firms led by well-known investors, scored 0–100 against ten worldviews, holding by holding
- [Berkshire Hathaway portfolio, scored by worldview](https://stockdashes.com/portfolios/berkshire-hathaway): the latest 13F portfolio of Berkshire Hathaway, the company Warren Buffett built, scored against ten worldviews, with the holdings that benefit and those under pressure
- [Pershing Square portfolio, scored by worldview](https://stockdashes.com/portfolios/pershing-square): the latest 13F portfolio of Pershing Square, the investment firm Bill Ackman runs, scored against ten worldviews, with the holdings that benefit and those under pressure
- [Appaloosa Management portfolio, scored by worldview](https://stockdashes.com/portfolios/appaloosa): the latest 13F portfolio of Appaloosa Management, the investment firm David Tepper runs, scored against ten worldviews, with the holdings that benefit and those under pressure
- [Duquesne Family Office portfolio, scored by worldview](https://stockdashes.com/portfolios/duquesne-family-office): the latest 13F portfolio of Duquesne Family Office, the family office Stanley Druckenmiller runs, scored against ten worldviews, with the holdings that benefit and those under pressure
- [Himalaya Capital portfolio, scored by worldview](https://stockdashes.com/portfolios/himalaya-capital): the latest 13F portfolio of Himalaya Capital, the investment firm Li Lu runs, scored against ten worldviews, with the holdings that benefit and those under pressure

## Guides

- [Hoeveel van je rendement komt door de dollarkoers? Het valuta-effect, met een rekenvoorbeeld](https://stockdashes.com/blog/valuta-effect-op-rendement): Zo splits je je rendement in euro's in wat het aandeel deed in dollars en wat de euro-dollarkoers deed, met de formule, een rekenvoorbeeld en de stappen voor je eigen portefeuille. (Dutch)
- [How Much of Your Return Is the Euro–Dollar Rate? The Currency Effect, With an Example](https://stockdashes.com/blog/currency-effect-on-returns): How to split your return in euros into what the stock did in dollars and what the euro–dollar rate did, with the formula, a worked example and how to do it for your own portfolio.
- [The Best Tool to Analyse Your Saxo Portfolio (2026): Saxo's Own Reports and 7 Trackers Compared](https://stockdashes.com/blog/best-saxo-portfolio-tracker): What Saxo's own reports already show, which Saxo file each tracker needs, and a side-by-side of seven trackers that import a Saxo history — free options, return method and where your data is stored, with a source for every fact, checked 6 October 2026.
- [TWR vs MWR: Time-Weighted vs Money-Weighted Return, Explained With an Example](https://stockdashes.com/blog/twr-vs-mwr): What time-weighted (TWR) and money-weighted (MWR) returns measure, why they can differ by several percentage points on the same portfolio, and a worked example with deposits mid-year that shows exactly how.
- [Tijdgewogen vs vermogensgewogen rendement (TWR vs MWR): het verschil, met een rekenvoorbeeld](https://stockdashes.com/blog/twr-vs-mwr-rendement): Wat tijdgewogen (TWR) en vermogensgewogen rendement (MWR) meten, waarom ze op dezelfde portefeuille procenten uit elkaar kunnen liggen, en een rekenvoorbeeld met een storting halverwege het jaar dat precies laat zien hoe. (Dutch)
- [Sharesight Alternative for European Investors: Sharesight and StockDashes Compared](https://stockdashes.com/blog/sharesight-alternative-european-investors): Sharesight and StockDashes side by side for European (DEGIRO and Saxo) investors: price, import, return method, coverage of European listings and ETFs, and where your data is stored — with a source for every fact, checked 5 October 2026.
- [Beste portfolio tracker voor DEGIRO (2026): 8 trackers vergeleken, met gratis opties](https://stockdashes.com/blog/beste-portfolio-tracker-degiro): Een vergelijking van acht portfolio trackers voor DEGIRO-beleggers: gratis versies en prijzen, hoe de DEGIRO-import werkt, rendementsmethode, dividend en waar je gegevens staan — met een bron bij elk feit, gecontroleerd op 5 oktober 2026. (Dutch)
- [The Best Portfolio Tracker for DEGIRO (2026): 8 Trackers Compared, Free Options Included](https://stockdashes.com/blog/best-degiro-portfolio-tracker): A side-by-side comparison of eight portfolio trackers for DEGIRO investors — free plans and prices, how the DEGIRO import works, return method, dividends and where your data is stored — with a source for every fact, checked 5 October 2026.
- [Alternatief voor Portfolio Performance voor DEGIRO-beleggers: wanneer kies je wat?](https://stockdashes.com/blog/alternatief-portfolio-performance-degiro): Portfolio Performance en StockDashes naast elkaar voor DEGIRO-beleggers: installatie, DEGIRO-import, koersen, rendementsmethode en waar je gegevens staan — met een bron bij elk feit, gecontroleerd op 5 oktober 2026. (Dutch)
- [Transacties exporteren uit DEGIRO: zo download je je volledige historie (en wat elke kolom betekent)](https://stockdashes.com/blog/degiro-export-handleiding): De exacte stappen (2026) om je volledige DEGIRO-historie in één bestand te exporteren, wat elke kolom betekent en welke valkuilen de meeste rendementsberekeningen ongemerkt verpesten. (Dutch)
- [What Makes a Real Moat? Intuitive Surgical as a Case Study](https://stockdashes.com/blog/what-makes-a-real-moat-intuitive-surgical-case-study): Everyone says they invest in companies with moats. Few can say what would prove the moat exists — or that it's eroding. A walkthrough using Intuitive Surgical, the robotic-surgery company, as a live example.
- [How to Know When to Sell a Stock: Monitor the Thesis, Not the Price](https://stockdashes.com/blog/how-to-know-when-to-sell-a-stock): Stop watching the price. Pre-register the KPIs that would break your thesis, know where to find them, and learn to tell a falling price apart from a failing business.
- [Nike at $44: The Market Is Pricing a Failed Turnaround. Should You Believe It?](https://stockdashes.com/blog/nike-dcf-what-the-market-believes): A stock price is a bundle of hidden assumptions. We ran a DCF on Nike to make them visible — and what the market believes at $44 might surprise you.
- [The Debasement Trade, Scored: Is Your Portfolio Actually Positioned for It?](https://stockdashes.com/blog/debasement-trade-scored): Everyone has a take on the debasement trade. Almost none of them answer the useful question: is your actual portfolio positioned for it, or are you just nodding along? Here's how to score your real holdings against the thesis.
- [DEGIRO Doesn't Show Your Real Return — Here's How to Calculate It](https://stockdashes.com/blog/degiro-real-return): DEGIRO shows your profit and loss in euros, not a return that strips out the timing of your own deposits. What its numbers include, what they leave out, and three ways to get your time-weighted return — by hand, with a tracker, or free.
- [How to Export Your Transaction History from DeGiro (And What Every Column Means)](https://stockdashes.com/blog/degiro-export-guide): The exact 2026 steps to export your full DeGiro history from one file, what every column means, and the traps that quietly break most return calculations.
- [I Asked AI to Rate My Portfolio. Here’s What It Flagged — and What the 0–100 Score Measures Now](https://stockdashes.com/blog/i-asked-ai-to-rate-my-portfolio): An AI rating flagged my 45.7% AMD position and two homebuilders that moved as one. Here's what it said, where I pushed back, and how StockDashes rates a portfolio today: one 0–100 score for fit with your worldview, diversification and volatility.
- [Understanding Your Saxo Portfolio Report: What Each Number Actually Means](https://stockdashes.com/blog/understanding-your-saxo-portfolio-report): A plain-English guide to Saxo's Portfolio Report — P/L (MtM), time-weighted return, and the currency math behind your numbers. With worked examples.
- [Are Your Stocks Really Diversified? How to Check Correlation](https://stockdashes.com/blog/are-your-stocks-really-diversified-how-to-check-correlation): Most investors think holding more stocks means more diversification. The truth is most retail portfolios are far more correlated than they look. Here's how to spot it.
- [How to Analyze Your Stock Portfolio (Step-by-Step Guide)](https://stockdashes.com/blog/how-to-analyze-your-stock-portfolio): A clear guide to understanding portfolio risk, concentration, diversification, and performance drivers. Plus how AI makes it 10x faster.

## Optional

- [Full text for LLMs](https://stockdashes.com/llms-full.txt): this summary plus every public page's questions and answers and the guide outlines
- [Privacy policy](https://stockdashes.com/privacy): what is collected and why
- [Sitemap](https://stockdashes.com/sitemap.xml): every public page with last-modified dates