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Bessere Nutzung breiter Bildschirme und Tablets. • Dein Depot, deine Beobachtungsliste und die ETF-Details kannst du jetzt nebeneinander ansehen. • Rebalancing-Vorschläge und Portfolioübersicht erscheinen auf breiten Fenstern nebeneinander. • Einstellungen werden neben deiner Liste angezeigt, wenn der Platz ausreicht. • Die Allokationsbars werden einheitlich auf einer 0–100%-Skala dargestellt. • Verschiedene Anzeigefehler bei großen Displays behoben.
Managing an ETF portfolio: savings plan, rebalancing, advance lump sum, tax-free allowance, comparison
ETF Pilot is your self-managed ETF portfolio: a portfolio tracker and portfolio journal all in one app. Enter your purchases, sales, dividends, and fees, and instantly see what your portfolio consists of and how it has performed since you bought it. Plus, it offers savings plans, rebalancing, ETF search and comparison, and a tax estimate including the advance lump sum and tax-free allowance. ... PORTFOLIO MANAGEMENT • Enter purchases, sales, dividends, and fees with date, quantity, price, and costs • Holdings, purchase price, performance, and allocation are calculated automatically • Performance history for each position and for the entire portfolio, grouped by month ETFS REFERENCE • Search thousands of ETFs by ISIN, WKN, or name • Access key data such as total expense ratio, fund volume, distribution type, replication method, and inception date • View price history as a chart, breakdown by country, sector, and largest holdings SAVINGS PLANS AND REBALANCING • Set up savings plans and confirm their execution instead of manually entering each installment • Define target weights; the rebalancing view shows the deviation for each position TAX CONTROL • Advance lump-sum tax, partial tax exemption, and savings allowance for your planning • Individual or joint tax assessment available These figures are approximate and do not constitute tax advice. CALCULATORS • Savings plan, withdrawal plan, taxes, and rebalancing ETF PILOT PRO The basic functions remain free. Pro is an optional subscription that expands upon these features: • Watchlist with up to 200 ETFs instead of 10, comparison of up to 4 ETFs instead of 2 • Rebalancing in expert mode with tolerance band, minimum order, quantity, and multiple target profiles • Sales simulation with breakdown per purchase (FIFO), partial tax exemption, and remaining tax-free allowance Pro is an auto-renewing subscription. First-time users can test it free for 14 days. The price and duration are displayed in the store before purchase. The subscription renews automatically unless canceled at least 24 hours before the end of the trial period. You can manage and cancel it at any time in the subscription settings of your store account. Terms of Service (https://www.apple.com/legal/internet-services/itunes/dev/stdeula/) and Privacy Policy (https://etfpilot.web.app/datenschutz) apply. DATA AND DATA PROTECTION • Your portfolio data is stored under your own logged-in account and is secured on the server so that only you can access it. • Usage analysis is disabled by default and can be enabled or disabled at any time in the app. • You can delete your account and all associated data yourself in the app. • Price and fund data may be delayed by up to one day and are provided without guarantee. Questions, bug reports, or suggestions: support@etfpilot.de Help and FAQs: https://etfpilot.web.app/support