Investment tracker
Your funds, shares, ETFs and retirement accounts, wherever they are, in one place. Julula shows what you've put in, what you've gained, what each one holds, and what it costs you in fees each year.
Julula is in private early access.
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What you get today
- Your real gain: what each investment is worth against what you've put in and taken out, in money and as a percentage.
- What's inside: each investment's holdings from your statement, with units, prices and what each cost you.
- Split by holding: all your investments together, showing where your money really sits.
- Fees you can see: each investment's yearly fee in money, and the average across all of them.
- Value against money put in: a chart of how your investments have grown beyond what you saved.
- Monthly contributions: what you add each month, which also feeds your retirement plan.
- Private, no bank logins. You add your own figures, or the holdings from your statements. Julula never asks for your passwords.
Coming soon Upload or forward a statement and let Julula fill in the figures, and all your currencies in one total.
Also coming
- Performance against the benchmark: how each fund has done against the benchmark it states, over 1, 3, 5 and 10 years.
- Your real risk: the risk you actually carry across all your investments, next to the risk each fund says it takes.
- Where your money really sits: your share in each sector and each part of the world, added up across all your funds.
Questions
What is an investment tracker?
A place to keep all your investments together, with their value over time, what you put in, and what they've gained.
How does Julula work out my gain?
Your investment's value today, plus anything you've taken out, minus everything you've put in. Market growth and your own saving are kept apart, so you see what the investment really earned.
Can I add my retirement accounts too?
Yes. Pension and retirement accounts sit next to your other investments, at their full value.
Why do fees matter so much?
Because they're taken off every year, and the growth they would have earned is lost too. Seeing them in money, not just a percentage, shows what they really cost.