Inertia Wealth
Dashboard preview
Inertia Wealth

Portfolio Value

€127,450

+12.3% YTD·+€342 today
1M
6M
YTD
1Y

Holdings

IW

IWDA

€54,200+18.2%
AA

AAPL

€21,840+31.4%
NV

NVDA

€18,900+124.8%
VW

VWCE

€16,200+9.1%
TS

TSLA

€9,150-14.3%

Allocation

ETFs43%
Tech32%
Other25%

Watchlist

MSFT

€398.20

+1.2%

ASML

€742.80

-0.8%

AMZN

€191.50

+2.1%

Portfolio tracking forpassive investors.

Live prices, MSCI World benchmarking, multi-currency FX,
and tax year P&L — in one view.

What's inside

Everything in one place

Live portfolio prices

Holdings priced with real-time market data every time you open your dashboard. Stocks, ETFs, and crypto across any exchange.

Benchmark comparison

Compare your returns against the S&P 500, MSCI World, or any ticker. Know whether you're beating the market.

Multi-currency FX

Trade in USD, GBP, EUR, or any currency. Live FX rates convert everything to your chosen display currency automatically.

Tax year P&L

Realised and unrealised P&L broken down by tax year. Everything you need to prepare your self-assessment, ready to export.

Reviews

From investors who switched

I was tracking everything in a spreadsheet for two years. Switched to Inertia and got live prices, FX conversion, and a proper P&L breakdown in under five minutes. Should have done this much sooner.

MB

Marco B.

Retail investor · Milan

As someone who just buys IWDA every month, I didn't think I needed a tracker. But seeing my actual returns vs the benchmark, in my own currency, with no noise — it's genuinely useful.

AK

Anna K.

Passive investor · Amsterdam

The multi-currency support is what sold me. I hold stocks in USD, GBP, and EUR and it just handles it. The tax year P&L is a huge time-saver when I prepare my annual return.

SV

Stefan V.

Dividend investor · Vienna

FAQ

Common questions

Inertia Wealth works with any broker that lets you manually enter trades — or export a CSV. Built-in templates cover Trading 212, Freetrade, IBKR, and Degiro. More are added regularly.

All major currencies are supported including GBP, EUR, USD, CHF, SEK, NOK, DKK, and more. Trades are stored in their original currency and converted to your chosen display currency using live FX rates.

Unrealised P&L is the difference between your average cost (in original currency, converted to display currency) and the current live price. Realised P&L is calculated on closed positions using FIFO accounting.

Your trade data is stored in a private, encrypted database tied to your account. We never request broker login credentials — you own your data and can export or delete it at any time.

Yes. You can add trades from any account type and Inertia Wealth treats them identically. Separate account tracking (e.g. ISA vs general investment account) is on the roadmap.