Spreadsheet replacement solution

Your Goal. Your Pace. Zero Noise.

Strategic tracking for long-term investors. Replace your spreadsheet.

Plan your goals. Execute in your tools. Track your progress.

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The DCAlytics Cycle

Plan here. Execute in your tools. Review here.

PLAN

in DCAlytics

Set goals, Define strategy, Project growth

EXECUTE

in your tools

Buy/sell assets, Transfer funds, Make trades

REVIEW

in DCAlytics

Record actions, Update values, Track progress

Adjust planning

See It in Action

DCAlytics Plan Preview - See your investment projections with benchmark comparisons

Plan your investments, track progress, and compare against benchmarks

Set It. Track It. Forget the Market.

See how goal-focused investing works

Choose a story:

Meet Alex

35 years old, Software Engineer

Alex wants to retire at 55 with $1,000,000. No market watching. No daily price checking. Just a clear goal and steady progress.

1

The Goal

Alex sets a clear target: $1M by age 55. That's it. No complicated strategies - just a destination and a timeline.

$1,000,000 Target
2

The Plan

Using DCA, Alex commits to investing $1,500 monthly. Simple, consistent, repeatable. No market timing, no second-guessing.

$1,500/mo Monthly DCA
3

The Execution

Alex executes the plan using Fidelity's powerful 401(k) tools. After each contribution, Alex updates DCAlytics with the new balance. Execution where it's best. Review in one place.

Fidelity Execution
4

The Progress

Alex checks in monthly - not daily. No market news, no price anxiety. Just progress: Year 5: $100K. Year 10: $250K. Peaceful, goal-focused tracking.

On Track Progress

Ready to track your own progress?

Start Tracking

Frequently asked questions

Why no market integration?

We believe in goal-focused investing. Live prices create anxiety and tempt you to time the market. Track deposits and periodic valuations - the metrics that matter for long-term wealth building.

How is DCAlytics different?

Most trackers show live prices, news, and alerts. We do the opposite. DCAlytics focuses on your progress toward goals - deposits made, current value, growth achieved. Nothing else.

Why doesn't DCAlytics execute trades?

Your brokerage has better execution tools - real-time data, order types, tax-lot selection. We focus on what they don't: goal-based planning and unified progress tracking across all your accounts.

Why manual entry?

You execute investments using powerful domain-specific tools. DCAlytics is where you step back, review progress, and stay focused on the goal - not the daily noise.

How do I get started?

Create a goal, add your accounts as portfolios, log your first deposit. No bank connections needed - just start tracking your progress toward what matters.

Can I track investments in multiple currencies?

Yes! Each goal has its own currency, and portfolios within can have different currencies. Perfect for tracking USD stocks alongside VND savings or investments across multiple accounts.

How are my returns calculated?

We calculate your P&L, performance percentage, and CAGR (annualized returns) automatically based on your deposits and valuations. Learn more about metrics.

Why DCAlytics instead of a spreadsheet?

Spreadsheets work until they don't. DCAlytics gives you what Excel can't:

  • Automatic P&L calculations - No formulas to maintain or break
  • Built-in multi-currency - USD, VND, EUR with automatic conversion
  • Goal-based organization - Structure investments around life goals, not tabs
  • Performance metrics - CAGR, annualized returns calculated correctly every time
  • Mobile-friendly - Track progress from anywhere, not just your laptop
  • Valuation history - See your progress over time with zero manual charting

You get the control of manual entry with the power of purpose-built software.

Start tracking. Stop worrying.

Create your first goal, record your deposits, and let your money do its job. No market noise. Just progress.

Get Started Free Track Assets