Portfolio intelligence
for the modern investor
Track holdings across brokers. FIFO cost basis, real-time quotes, and deep portfolio analysis — all in one place.
How it works
From import to insight in minutes
Import
Drop a CSV, Excel, or PDF from any broker. Sonar recognizes the format and extracts transactions automatically.
Track
See your full portfolio with live prices, FIFO cost basis, and realized/unrealized P&L across all accounts.
Analyze
Sector allocation, diversification scoring, concentration risk, and deep analysis of every holding.
Dashboard
Your portfolio at a glance
Real-time portfolio valuation with live market data. See performance, day changes, and P&L for every holding — computed with precise FIFO cost basis.
Deepdive
Understand your exposure
Break down your portfolio by sector, industry, and geography. Track concentration risk and diversification score across all your holdings.
Features
Everything you need
Multi-broker
Import from Saxo, Nordnet, or any broker via CSV, Excel, PDF, or even screenshots.
FIFO Cost Basis
Accurate cost basis with automatic lot matching. Handles splits, mergers, and corporate actions.
65,000+ Instruments
Stocks, ETFs, funds, and bonds. Real-time quotes via Yahoo Finance with intelligent caching.
Multi-currency
Automatic FX conversion to your reporting currency. Track holdings in any currency, see results in yours.
Portfolio Analysis
Sector allocation, diversification scoring, concentration risk, and top holdings breakdown.
Trade History
Full transaction history with buy, sell, and dividend tracking. See trades overlaid on price charts.
Start tracking your portfolio
Free to use. Import your first broker in under a minute.
Get Started Free