What's new in Finverse

We're building a decision tool for dividend investors. Here's what's new.

Recent improvements focused on better decisions, better visibility, and a clearer understanding of your portfolio.

Latest

Brokers, taxes and control of your data

May 2026

Track every position by broker, see a clear annual tax estimate, and keep full control over how your records are organized.

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New

Brokers

Add your brokers and open any one to see every trade and dividend booked under it.

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New

W-8BEN tracking

Record validity dates per broker and get an alert before the form expires.

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New

Annual tax overview

A yearly estimate with dividend and capital-gains handling, plus a breakdown of how it is calculated.

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Move records between brokers

Filter by stock or date, pick the records you want, and reassign or detach them in bulk.

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Import with broker

Import transactions and dividends from CSV and tag each row with the right broker.

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Currency and exchange rates

Official CNB rates are applied automatically and you can view your numbers in CZK or USD.

Earlier

Smarter portfolio decisions

We've significantly improved how you understand your portfolio.

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New

Reality Check

See which positions are actually making money and which are not.

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Better classification

Positions are now evaluated based on percentage return, not just absolute profit.

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Category comparison

Understand if a stock is underperforming its category.

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Market comparison

See how your positions perform vs the broader market.

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Problem-first view

Instantly identify what needs attention.

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Improved explanations

Clear tooltips and guidance to help you understand every metric.

Smaller improvements

  • Cleaner layout and better prioritization
  • More intuitive filtering
  • Improved consistency across views

Try Finverse

Explore the tools and see what your portfolio is really doing.