Nimblewit
Portfolio tracker for dividends, returns, and allocation across brokers
Nimblewit helps investors track portfolios, dividends, and performance across all their accounts without connecting brokerage passwords. Upload PDF statements, screenshots, or CSVs to load years of history, then review and save. See allocation by market and sector, returns over custom periods, DRIP settings, and a 12-month dividend calendar. Planner projects retirement income with simulations and custom benchmarks, and supports unlimited accounts on higher tiers.
