Every holding, every currency,
in one clear view.
Live prices, multi-currency FX, and tax-year P&L — import once and watch it come together.
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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.
Yes. Compare your portfolio against the S&P 500, MSCI World, or any ticker, in your own currency, so you always know whether you are beating the market.
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.