All guides
Investment Guides & Portfolio Tracking
Explore all our guides on portfolio tracking, broker comparisons, performance metrics and investment strategies.
From multi-broker portfolio tracking to performance metrics like TWR and IRR, each guide is written for retail investors who want practical answers without financial jargon. You'll find step-by-step guides for importing your portfolio from Degiro, Scalable Capital, Trade Republic, Fineco and MyInvestor, strategies like the All-Weather Portfolio and FIRE planning, compound interest calculators and withdrawal rate simulators. Use the search or category filters below to find the guide you need.
Broker Import
Multi-Broker Portfolio Tracking
How to track your portfolio across multiple brokers in one dashboard.
Export Scalable Capital Transactions
Complete guide to exporting your data from Scalable Capital.
Import from Degiro
How to import your Degiro portfolio into DonkyCapital.
Fineco Portfolio Tracker
Monitor your Fineco portfolio with DonkyCapital.
Trade Republic Portfolio Tracker
How to import your Trade Republic portfolio into DonkyCapital: export CSV, track TWR, dividends and benchmark without sharing credentials.
Import from MyInvestor
How to export transactions from MyInvestor as XLSX and import them into DonkyCapital to track funds, ETFs and stocks in one unified dashboard.
Import Moneyfarm to DonkyCapital
How to export the CSV from Moneyfarm and import it into DonkyCapital. Track robo-advisor ETF returns, fees and asset allocation in one dashboard.
Compare & Alternatives
DonkyCapital vs Getquin
Full comparison between DonkyCapital and Getquin in 2026.
Best Getquin Alternatives 2026
The best Getquin alternatives for portfolio tracking in 2026: DonkyCapital, Delta App and Portfolio Performance compared.
Best Yahoo Finance Alternatives
Best Yahoo Finance alternatives for portfolio tracking in 2026.
Excel vs Portfolio Software
Why switch from Excel to dedicated portfolio tracking software.
Portfolio & Strategies
Vanguard LifeStrategy ETF Tracker
How to track a Vanguard LifeStrategy ETF portfolio with DonkyCapital.
Portfolio Rebalancing
Rebalancing strategies to optimize your portfolio allocation.
Track Unlisted Assets
Include real estate, private equity and other unlisted assets in your portfolio.
Goal-Based Investing Guide
Align your portfolio with life goals using goal-based investing.
ESG Investing Guide: Build a Sustainable Portfolio
Complete ESG investing guide: MSCI and Sustainalytics ratings, UCITS sustainable ETFs, how to spot greenwashing and build an efficient ESG portfolio.
Bond Discount & Tracking Guide
How to track bonds: understand bond discount, coupons vs accrued interest, and tax treatment for accurate portfolio returns.
All-Weather Portfolio Guide
Build a portfolio for every market condition using low-cost ETFs.
Cash vs Investing: Inflation Impact
The real cost of holding cash and when investing makes more sense.
Portfolio Rebalancing Alert
Set allocation targets and get notified when your portfolio drifts from the plan.
Automated Investment Plan (PAC/DCA) Guide
Why automating your investment plan beats emotional trading in the long run.
Customize Sector, Country & Region for Assets
How to manually define sector, country and region for assets that appear as "Other" in heatmap widgets.
FIRE Guide: How to Achieve Financial Independence
Complete FIRE guide: calculate your FIRE number, the 4% rule, Lean/Fat/Barista/Coast types, tax impact and how to track your progress toward early retirement.
The Financial Priority Pyramid
The optimal order to build a solid financial foundation: emergency fund, insurance, debt, pension and ETFs — step by step.
All-Weather Portfolio Europe: UCITS ETF Guide
How to build an All-Weather with UCITS ETFs available to European investors, with country-specific tax rules.
All-Weather Portfolio Performance 2026
Year-by-year historical returns of the All-Weather portfolio. 2022 drawdown analysis and comparison with MSCI World.
VWCE FTSE All-World Portfolio Tracker
How to track your VWCE ETF with DonkyCapital: import broker CSV, monitor TWR, benchmark comparison and portfolio weight.
IWDA MSCI World Portfolio Tracker
How to track your IWDA iShares MSCI World ETF with DonkyCapital: true TWR, benchmark comparison and allocation monitoring.
CW8 Amundi MSCI World Portfolio Tracker
How to track CW8, the lowest-cost MSCI World ETF in Europe (TER 0.12%): verify TWR and actual cost savings.
EIMI Emerging Markets Portfolio Tracker
How to track EIMI iShares Emerging Markets IMI with DonkyCapital: monitor EM allocation, China exposure and rebalancing alerts.
Portfolio Volatility: How to Measure and Manage Risk
What portfolio volatility is, how to calculate annualised standard deviation, the Sharpe ratio, and how to manage risk with rebalancing alerts.
Portfolio Withdrawal Strategies: Decumulation Guide
The 4% rule, bucket strategy, dynamic withdrawal rules and sequence of returns risk explained for sustainable retirement income planning.
Dividends
Dividend Aristocrats Portfolio Analysis
Analyze and track a Dividend Aristocrats portfolio with yield-on-cost and income heatmap.
Dividend Tracker & Passive Income
How to monitor dividend payments, yields, and reinvestments with DonkyCapital.
Dividend Heatmap & Dividends Over Time
How to use the visual widgets to analyse passive income growth year by year.
Crypto
Track Crypto Cold Storage (Ledger/Trezor)
How to track Ledger and Trezor cold storage crypto without connecting your wallet.
Track Crypto Portfolio
Track cryptocurrencies alongside your other investments.
Track Crypto, Stocks and ETF Together
Consolidate all asset classes in one portfolio dashboard with DonkyCapital.
MiCA Regulation: EU Crypto Assets Guide
How the EU MiCA framework impacts crypto exchanges, wallets and retail investors.
Analysis & Performance
Financial Education
DonkyCapital vs Delta App
DonkyCapital vs Delta App: CSV import, multi-broker, privacy and pricing compared for 2026.
How to Calculate Portfolio Return
ROI, TWR and IRR explained for individual investors.
5 Portfolio Tracking Mistakes
The most common mistakes to avoid when tracking your portfolio.
Beat Inflation with Benchmarks
How to compare your portfolio against inflation and market benchmarks.
Mobile Portfolio Tracking Apps
The best apps to monitor your portfolio from your smartphone.
Privacy & Portfolio Tracking
How to protect your financial data while tracking your portfolio.
Spreadsheet to Software Migration
How to migrate your portfolio from Excel to DonkyCapital.
Portfolio Tracking for Couples
How to manage shared investments as a couple.
5 Essential Tracker Features
The features every good portfolio tracker must have.
Investor Psychology
How to avoid psychological biases that hurt your returns.
First Portfolio in 30 Minutes
Practical guide to building your first portfolio from scratch.
Asset Allocation: Diversified Portfolio
How to define your target allocation and rebalance with DonkyCapital.
DonkyCapital vs Portfolio Performance
Full comparison between DonkyCapital and Portfolio Performance in 2026.
Track Mixed Portfolio: ETF & Stocks
Monitor a mixed portfolio of ETFs and individual stocks in one dashboard.
Track Capital Gains & Investment Taxes
Track realized and unrealized gains for tax planning and reporting.
How to Use Portfolio Benchmarks
Choose the right benchmark and measure your real portfolio performance.
Investment Taxation in Europe
Capital gains, dividends and crypto taxes in Italy, Germany, Spain and France compared.
Copy Trading vs Algo-Trading
Comparing copy trading and algorithmic trading: costs, risks and regulation in 2026.
Financial Education
Core principles, interactive calculators and tools to understand compound interest, inflation and portfolio life cycle.
Portfolio Life Cycle Guide
How investment strategy changes across life phases: accumulation, consolidation and distribution. A practical guide with real-world examples.
Investment Asset Classes: Complete Guide
Complete guide to stocks, bonds, commodities, crypto and cash: how each generates returns, what risks it carries, and how to allocate them in a diversified portfolio.
Tools & Calculators
Tax Loss Harvesting Calculator
Calculate how much tax you can save by offsetting capital losses against gains. Includes 26% Italian rate.
Broker Fee Comparator
Compare annual costs for DEGIRO, Trade Republic, Scalable Capital, Interactive Brokers, Fineco and Directa.
Pension & PAC Simulator
Project your final pension or ETF savings plan capital. Includes Italian tax deduction up to €5,164/year.
Safe Withdrawal Rate Calculator
Calculate how much you can withdraw annually from your portfolio without depleting it. Simulate the 4% rule and variable withdrawal strategies.
Capital Loss Recovery Planner
Calculate how much capital gain you need to generate to offset expiring losses. Discover eligible instruments and set a recovery timeline.
AI Portfolio Analyzer
Discover how DonkyCapital's AI analyzes your portfolio, identifies hidden risks and suggests actionable optimizations based on your goals.
Compound Interest Calculator
Calculate how your capital grows over time with the power of compounding. Simulate different returns, time horizons and monthly contributions.
Inflation Calculator
Find out what a sum of money is worth today compared to the past or future. Calculate the real purchasing power of your portfolio adjusted for inflation.