- Brokerage
- 401(k)
- Traditional IRA
- Roth IRA
- SEP IRA
- HSA
- 529
- Joint
Years of history. A few uploads.
Skip the hours of typing in old trades. Drop in PDF statements or screenshots — as far back as you have them — review what Nimblewit found, and save. Keep it current the same way, or add a trade by hand in seconds.
Load my historyor screenshots
Wherever you are as an investor.
Just bought your first ETF?
See what you own and how it's doing in plain language — free while your portfolio is small.
Growing your income?
Every account in one place, every dividend tracked, and a calendar of what's coming next.
Thinking 10 or 20 years out?
A planning tab to project your portfolio, income and retirement, plus custom benchmarks. Household accounts are on the way.
Everything you'd check in a spreadsheet — without the spreadsheet.
Know what you've been paid — and what's next.
Every payment received, plus a 12-month calendar of what's coming, declared or estimated.
DRIP, set for you
Each holding gets the right reinvestment — cash, fractional or whole shares — automatically. Change it anytime.
Market & sector allocation
See what you really own across every account — by market, sector and asset class.
Group your accounts
Group accounts by institution or goal and switch views in one tap — retirement, kids, dividend strategy.
Cash balances, simply
Set or update cash per account in a couple of clicks.
Emails you control
Choose which emails you get, and turn any of them off in Settings. Income summaries are coming.
Benchmarks
Compare with the S&P 500. Planner lets you add your own comparison stocks.
Why investors switch to
| Feature | Typical tracker | Nimblewit |
|---|---|---|
| Load full history from PDFs or screenshots | CSV or manual | |
| Upcoming dividend income, estimated | Limited | |
| DRIP assigned automatically | Manual | |
| Market and sector allocation | Paid tiers |
Keep an eye on your investments for the price of a coffee.
Every new account gets Builder free for 30 days. No card needed.
- 10 holdings · 2 accounts
- Full-history import · 5 statement reads a month
- Unlimited manual trades
- Returns, market allocation & dividends received
- Automatic DRIP
- Peek at your next dividend
- 50 holdings · 5 accounts
- 12-month expected income calendar
- Sector allocation & benchmarks
- 7- and 14-day views
- Email notices you can switch on or off
- 10 statement & screenshot imports a month
- Everything in Builder
- Unlimited holdings & accounts
- Custom benchmarks: add your own stocks
- Household accounts and shared access (coming)
- Paper accounts to test strategies (coming)
- Unlimited statement & screenshot imports
- Planning tab: project your portfolio and income
Prices are plus applicable taxes. Paid plans are available in the United States and Canada. The free plan works everywhere.
Questions, answered.
Do I need to connect my brokerage?
No. Nimblewit never asks for your brokerage or bank password. Upload PDF statements, screenshots or CSV exports, or add trades by hand, and you review everything before it's saved.
What happens when my 30-day trial ends?
You move to the free Starter plan unless you choose a paid plan. Nothing is deleted. If you're over the free limits, you keep everything you have, but you can't add more accounts or holdings until you upgrade or free up room.
How do I keep my portfolio up to date?
Prices and dividends update on their own after each market close. When you buy or sell, drop in a new statement or screenshot, or add the trade by hand in a few seconds.
How are expected dividends estimated?
From each holding's payment history and any payments the company or fund has already declared. Estimates are clearly marked until they're paid, and your statements always win if they differ.
Can I export or delete everything?
Yes. You can export all of your data at any time, and delete all of it from Settings. Deleting is permanent.
See your whole portfolio tonight.
Free to start · Builder free for 30 days · No card needed
Get started — it's free