Learn more about how our platform securely organizes your investment analytics.
What is MyInvestingLab?
MyInvestingLab is an investment tracking dashboard built to consolidate multiple portfolios, assets, and currencies in one place. It supports automated currency conversions, performance and gains reporting, dividend calendar tracking with custom withholding tax rates, and unvested employee stock grant (RSU) scheduling.
Is my financial data secure?
Absolutely. We prioritize your privacy above all else. Your account is protected by advanced industry-standard encryption protocols. We require no direct links to your bank accounts, and your data is never sold to third parties.
Are my payment details secure?
Absolutely. We do not store, process, or have access to any of your credit card details or billing information. All payments, subscriptions, and card transactions are handled securely by Stripe, one of the world's leading payment processing platforms.
Can I track stocks and ETFs globally?
Yes. The platform supports global stock exchanges (including US exchanges like NASDAQ and NYSE, the London Stock Exchange, and major European markets) and automatically converts prices to your base currency (USD, GBP, or EUR) using daily exchange rates.
How do I import my transactions? Which brokers are supported?
We natively support bulk statement uploads from major brokers like Interactive Brokers (IBKR), Trading 212, Revolut, and Freedom24.
Using a different broker? No problem! You can easily import your data from any broker globally. By downloading your transaction history as a spreadsheet and aligning the columns (like renaming headers to match our simple template), you can upload and track your holdings instantly. Detailed, step-by-step instructions and templates are provided directly on our import page.
You can also log transactions manually. We are continuously adding new brokers to our native integration list; feel free to contact us and share a sample statement file to help us build native support for your broker!
Can I track multiple portfolios?
Yes. You can create and manage multiple separate portfolios under a single account to keep different investment strategies or accounts organized.
How are dividend tax rates handled?
The dashboard applies standard withholding tax rates by default (such as US withholding), but you can customize tax rules per country (pre-filled with European rates like 26.375% for Germany or 26% for Italy) to fit your personal tax residence. In addition, we automatically apply a 0% withholding tax rate to UCITS ETFs.
Can I track my employee stock grants (RSUs)?
Yes. The platform features a dedicated RSU tracker where you can log grant dates, vesting schedules, and stock price values to see exactly when and how much equity vests over time.
What strategic tools are available on the platform?
The platform includes three advanced utility panels: a Compound Calculator to model interest accumulation, a custom Watchlist to track stocks you do not currently own, and an SBC Tracker to schedule and project stock grant vestings.
