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Depotbuch: shares, ETFs and dividends at a glance

The Depotbuch brings all your portfolios together – whichever bank or broker. Prices come in automatically, dividends are projected, and you see how your portfolio does against the market.

No payment details · Trial ends by itself · Your data stays in the EU

Overview of the Depotbuch with portfolio value, price gains, dividends and performanceDepotbuch on the phone

What the Depotbuch can do

Portfolio value, price gains, dividends received and total return are right at the top. Below that, what’s coming up: the next dividend, a share on your watchlist that has dropped below your target price. One tap fetches current prices – US stocks are converted into euros too.

Plan your dividends

The dividend calendar shows when each payout arrives and how much is left after tax. The forecast for the next twelve months is compared with the previous year – and you see how far you still are from your dividend goal.

Dividend dashboard with a forecast per month compared with the previous year

Returns you can trust

The statistics show portfolio value, cost basis, realised and unrealised gains and the true return using the money-weighted method – fair even with irregular purchases. The chart compares your portfolio with an index of your choice.

Statistics with value history, return and key figures

Check on the go

On your phone you see portfolio value and upcoming dividends in seconds – and log a purchase right after placing the order.

The Depotbuch on the phone

What the Depotbuch looks like

Real screens from the demo – tap to enlarge.

depotbuch: Overview
Overview
depotbuch: Dividends with monthly forecast
Dividends with monthly forecast
depotbuch: Statistics
Statistics
depotbuch: Buys and sells
Buys and sells
depotbuch: Taxes in Italy
Taxes in Italy

And on your phone

depotbuch on phone: Overview
Overview
depotbuch on phone: Dividends with monthly forecast
Dividends with monthly forecast
depotbuch on phone: Statistics
Statistics
depotbuch on phone: Buys and sells
Buys and sells
▶ Try the demo – no sign-up

Try everything with sample data, nothing is saved.

And also

Everything that goes with it, when you need it.

All brokers

Purchases and sales from several banks and brokers in one book.

Watchlist

Set a target price – the Depotbuch lets you know when a share is cheap enough.

Italian taxes

Capital gains tax (26 %) and withholding tax for every dividend and every sale.

Savings plans

Regular purchases are booked automatically.

What if

Play through what an extra savings rate or a higher dividend share would bring in ten years.

What the Depotbuch costs

Included in the Klein subscription: €9.99 a month – with all the private books. For the same price you also get the Haushaltsbuch, Werkstattbuch and the Vermieterbuch up to 5 units.

What every subscription includes
PlanPriceHaushaltsbuchWerkstattbuchDepotbuchVermieterbuchGastrobuch
KleinFor household, workshop, portfolio and a few flats.9,99 €a month✓✓✓up to 5 units–
StandardFor landlords with several buildings.19,99 €a month✓✓✓up to 25 units, 3 logins–
VerwaltungFor property managers and large portfolios.39,99 €a month✓✓✓up to 250 units, unlimited logins–
GastrobuchFor restaurants, bars and hotels.19,99 €a month✓✓✓up to 5 units✓

All prices include VAT. 30-day free trial, no payment details – the trial ends by itself. After that cancel monthly; yearly is two months cheaper. Pay by card or PayPal.

Where your data lives

In der EU
On European servers, not overseas. For the data of your tenants, customers and employees we provide the data processing agreement you need.
Yours to take anytime
Every book exports everything as a file. A backup is made automatically every day, and you restore an earlier state with one click.
Nothing goes to third parties
No ads, no sharing, no analysis of your numbers. You pay for the software, not with your data.

Questions about the Depotbuch

Do I need a particular brokerage account?

No. The Depotbuch is independent of bank and broker – you enter purchases or import them.

Where do the prices come from?

Prices are fetched automatically from public sources; foreign currencies are converted into euros.

What does the Depotbuch cost?

€9.99 a month or €99.99 a year in the Klein subscription, with the Haushaltsbuch, Werkstattbuch and Vermieterbuch. The first 30 days are free.

How do the 30 free days work?

Register in any book and use all the books for 30 days, including the Gastrobuch – without payment details. The trial ends by itself; then you choose a subscription and all your entries stay.

Do I need to install anything?

No. The books run in the browser – on Mac, Windows, iPhone and Android. On your phone you put each book on the home screen like an app. What you enter on your phone appears straight away on the computer, and without internet you simply keep working.

The other books

All in the same subscription, all with the same account.

Try the Depotbuch free for 30 days.

No payment details. The trial ends by itself, and you can try all the other books during that time too.

Open Depotbuch