getquin
Verified working Sep 20, 2026
A wealth tracker for portfolios, cash flow, dividends, and retirement goals.
getquin is a personal wealth platform for monitoring investments, bank accounts, net worth, and long-term financial goals in one place. It connects to many financial providers, adds portfolio analytics and dividend forecasting, and offers AI-assisted insights for planning and performance review.
Why it stands out
- Combines investment tracking, net-worth monitoring, cash-flow analysis, and retirement planning rather than focusing on only one finance workflow.
- Supports automated imports from thousands of financial providers, reducing the need for manual spreadsheet updates.
- Includes dividend forecasting and upcoming payment views, which are especially useful for income-focused investors.
- Adds AI-based portfolio and planning assistance on top of conventional charts and benchmarks.
- Available across browser, iOS, and Android, making it more accessible than desktop-only portfolio trackers.
Good to know
- A complete overview depends on whether your banks and brokerages are supported by its account integrations.
- Users need to connect financial accounts or provide portfolio data for the platform to be useful.
- The site lists English and German language options, so multilingual support appears limited.
- AI-generated insights should be treated as planning support, not a substitute for independent financial advice.
Photos
Investors with multiple brokerages and bank accounts can consolidate portfolio, cash-flow, and net-worth tracking in one dashboard. Compare portfolio performance against market benchmarks and review allocation by asset type. Forecast dividend income and see upcoming payments alongside salary and spending flows. Model retirement or financial-independence scenarios and track progress toward savings goals. Use AI prompts to explore risk, allocation, and planning questions based on your holdings.
Secure account connections via provider integrations; portfolio performance tracking with KPIs and live prices; asset allocation and historical analytics; AI-powered risk ratings and financial agents; dividend tracker and income forecasting; cash-flow breakdowns; retirement and goal planning; web access plus native iOS and Android apps.
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