From spreadsheet to action plan
A spreadsheet is not an investment process. When markets move, scattered data leaves investors reacting late, second-guessing strategy, and missing the next decision.
Current portfolio view
Import transaction history and keep holdings, cash, costs, and valuations in one place.
Strategy alignment
Compare target and actual allocations before deciding whether to rebalance, hold, or deploy cash.
Diversification and risk view
Review exposure across asset classes, markets, industries, currencies, and risk types in one portfolio view.
Cost and cash visibility
Keep fees, investment costs, and idle cash visible when deciding what to buy, hold, trim, or rebalance.
Know what to review next
Turn portfolio data into a review routine. Move from scattered updates to a repeatable process: update the portfolio, compare it with strategy, review diversification and risk, then leave with actions to consider.
Import and update
Start from transaction history and keep holdings, cash, costs, and valuations current.
Compare to strategy
See target versus actual allocation and where drift needs attention before the market forces decisions.
Review diversification
Understand exposure across bonds, funds, ETFs, crypto, markets, industries, currencies, and risk types.
Leave with an action list
Review rebalance, buy, hold, trim, and cash deployment options so volatility and missing opportunities become easier to handle.
Built for Norwegian investors
When markets move, review the plan instead of guessing. Import transactions, review holdings and cash, keep valuations current, compare drift, and review rebalance, buy, hold, trim, or cash deployment options.
Nordnet import today
Import and review Nordnet transactions before they update the portfolio ledger.
Private and company portfolios
Manage personal holdings, AS portfolios, holding-company assets, and separate capital pools.
Holdings with market data
Track positions using Nordnet, Yahoo, and Euronext valuation sources.
Strategy and drift
Set long-term target allocations and see where bonds, funds, ETFs, crypto, and cash have moved away from plan.
Rebalancing decision support
Review strategy-led rebalance and capital deployment options while staying in control.
Audit-ready transaction history
Preserve normalized transactions tied back to import rows for review.
From broker export to strategy action list.
Import Nordnet history, normalize transactions, refresh valuations, compare against strategy, and review rebalancing opportunities.
