About DCAlytics
A goal-based investment tracking application built for investors who want clarity and control over their portfolio journey.
What DCAlytics IS
- Investment Tracker - Record and monitor your investment activities across multiple goals and portfolios
- Performance Calculator - Accurate P&L, CAGR, and performance metrics based on your actual transactions
- Multi-Currency Manager - Handle investments in different currencies with automatic conversion
- Investment Journal - Document your decisions and build a searchable history of your investment thinking
- Goal Organizer - Structure your investments around life objectives like retirement, house, education
What DCAlytics IS NOT
- Not a Brokerage - We don't execute trades or hold your assets. We track what you do elsewhere.
- Not Financial Advice - We provide tools, not recommendations. Your investment decisions are your own.
- Not Auto-Sync - You manually enter transactions. No bank connections or API integrations.
- Not a Tax Tool - We don't calculate taxes or generate tax reports. Consult a professional.
- Not a Robo-Advisor - No automated rebalancing or AI-driven portfolio management.
Our Philosophy
DCAlytics is built on the belief that clarity leads to better decisions. When you can see your complete investment picture - organized by goals, with accurate metrics - you make more informed choices.
We embrace manual entry by design. While auto-sync is convenient, manually recording each transaction forces you to think about every investment decision. This deliberate friction creates mindfulness.
We're strategy agnostic. Whether you prefer Dollar Cost Averaging, lump sum investing, or tactical allocation - DCAlytics adapts to your approach. The tool serves your strategy, not the other way around.