AlphantaHow to use Alphanta
Short, practical walkthroughs for keeping your own records: multi-currency holdings, broker import, target allocation and income. No market commentary — just the product.
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 →Educational content about using the software. Not investment advice.