Features
Just the essentials. Nothing that creates noise.
Most investment apps overwhelm you with features. Live prices. News feeds. Social features. Push notifications. We stripped all that away. DCAlytics gives you only what matters: goals, deposits, valuations, and progress.
-
Investment Goals
-
Top-level containers for organizing investments around financial objectives. Set target amounts, expected returns, and track progress toward your goals.
- Target amount and expected return
- Unallocated cash pool
- Multiple portfolios per goal
-
Portfolios
-
Individual investment vehicles within a goal. Each portfolio tracks its own currency, cash balance, and asset valuations separately.
- Multi-currency support
- Cash + assets tracking
- Active/archived states
-
Financial Operations
-
Track every cash flow with a complete audit trail. Deposits, allocations, profit-taking, realized profits, and divestments are all recorded.
- Deposit and withdraw
- Allocate to portfolios
- Realized profits vs divestments
-
Performance Metrics
-
Track your investment performance with accurate metrics. P&L calculations, performance percentages, and CAGR for annualized returns.
- P&L and performance %
- CAGR annualized returns
- Milestone comparison
-
Multi-Currency Support
-
Track investments across currencies. Goals and portfolios can have different currencies with automatic conversion through USD hub.
- VND, USD, EUR, and more
- Automatic conversion
- Stored exchange rates
-
Investment Journal
-
Document your investment decisions with notes attached to goals and portfolios. Build a searchable history of your investment thinking.
- Decision documentation
- Attached to financial entries
- Searchable history