AlphantaEvery account you own,
in one ledger.
Alphanta keeps a single, private record of what you own across brokers, banks and pension plans. Add holdings by hand, from a CSV file or through a read-only Interactive Brokers import — then see your total net worth, allocation and income in one currency.
| Holding | Account | Value |
|---|---|---|
| Total market ETF | Broker A | $71,240 |
| Bond ETF | Broker A | $44,690 |
| Rental apartment | Manual | $24,830 |
| Cash · TRY | Bank | $9,120 |
Organize the assets you already have
Alphanta is record-keeping and reporting software. It works only with the data you enter or import.
One currency for everything
Record holdings priced in US dollars, euros or Turkish lira — stocks, ETFs, funds, bonds, cash and rental property. Daily exchange rates roll everything into a single total, shown in USD, EUR or TRY.
Read-only broker import
Connect an Interactive Brokers Flex Query to import positions and executions. Flex is a reporting interface: it cannot place orders or move money, and Alphanta never asks for your brokerage password.
Dividend and income calendar
See dividends, bond coupons and rental income from your own holdings month by month, with an annual run-rate.
Targets and drift
Set a target weight for each asset class and see how far your current mix has drifted — in percent and in money.
Value history
A daily snapshot of your portfolio value builds a history you can review by period.
Portable data
Import holdings from a CSV file and export them back to CSV at any time. Your records stay yours.
Set up in minutes
Create an account
Sign up with your email. The Free plan covers one portfolio with no time limit.
Add your holdings
Enter them by hand, upload a CSV file, or connect a read-only Interactive Brokers Flex Query.
Review in one place
Prices refresh daily. Check totals, allocation, income and value history whenever you like.
What Alphanta is — and what it isn't
Alphanta is
- Software for recording and reviewing assets you already own
- A single view of accounts held at different institutions
- Read-only: imports reports, never sends instructions
Alphanta is not
- A broker, bank, exchange or payment service
- An investment adviser — no recommendations, ratings or buy/sell signals
- A place to trade or to hold money or securities
Learn the product in a few minutes
Multi-currency portfolio tracker: USD, EUR and TRY in one total
A multi-currency portfolio tracker keeps assets priced in different currencies in one record and adds them up with the day's exchange rate. This guide shows how Alphanta does that and how to read the currency effect in your own numbers.
Read the guide →IBKR Flex Query import: connect Interactive Brokers read-only
An IBKR Flex Query import lets Alphanta read your Interactive Brokers positions and trades through IBKR's own reporting service. You never share your password, and nothing in this setup can place an order or move money.
Read the guide →Target allocation drift: see how far your mix has moved
Target allocation drift is the gap between the mix you chose and the mix you hold today. In Alphanta you set the targets yourself; the software only measures the gap.
Read the guide →Dividend income calendar: dividends, coupons and rent by month
A dividend income calendar answers a simple question: how much income do the assets I already own produce each month? Alphanta builds it from the details you record on each holding.
Read the guide →Questions
Do you need my brokerage login?
No. Alphanta never asks for brokerage or bank passwords. Interactive Brokers users can create a Flex Query token, which only allows reading reports and can be revoked at any time.
Can Alphanta place trades or move money?
No. Alphanta has no ability to place orders, transfer funds or hold assets. It only stores and summarizes the records you provide.
Where do prices come from?
Prices are fetched daily from public market data sources so your holdings can be valued. They are for record-keeping and may be delayed or incomplete.
How much does it cost?
The Free plan is free forever. Paid plans add unlimited portfolios and broker import — see pricing.