Stop guessing.
Start knowing.
Performance attribution & benchmarking for Interactive Brokers investors. See why you beat or lagged your benchmark — across currencies, options and shorts. All on your own machine.
Built for Interactive Brokers — works with any broker via import
Local-first — data never leaves your machine
Return methods — time- & money-weighted
Bytes of your portfolio we ever store
From broker to clarity in three steps
No spreadsheets, no manual FX math. Get a true picture of your portfolio fast.
Connect or import
Link your IBKR Gateway for daily auto-sync, or import a statement / CSV from any broker. Setup is guided.
Cresori does the math
Multi-currency at the right FX date, TWR & MWR, attribution and dividends — computed automatically, since inception.
Understand & act
See what's driving your returns, what dividends are coming, and where to rebalance — across every account.
Finally know why your returns happened.
Most tools show you a number. Cresori breaks it down — which holdings, sectors, currencies and decisions drove your performance, and which dragged it. The story behind the line.
- ✓Contribution by position, sector and currency
- ✓Time-weighted vs money-weighted returns side by side
- ✓FX effect separated from price effect
Everything you need to understand your portfolio
One place for performance, income, risk and rebalancing — across every account and currency.
True multi-currency
Every position priced with the FX rate at the date it mattered — not today's. Your real returns, in your base currency.
Dividends, tracked & forecast
See income received across accounts and a forward projection of what's coming — by month, by holding.
Options & shorts, handled
Contracts and short positions modelled correctly — strategy analysis, premium screening, per-currency cash.
Benchmarks that fit
Compare against the indices that match your strategy, not a generic line. Know if you're actually beating the market.
Screeners & alerts
Stock, ETF, fund and options screeners plus price and portfolio alerts, running locally through your own IBKR Gateway.
IBKR Gateway connection
Daily auto-sync and live data through your own Interactive Brokers Gateway. Nothing routed through us.
Why not just PortfolioAnalyst?
Free tools stop at the surface, and cloud trackers want your data. Here's how Cresori compares.
| Cresori | IBKR PortfolioAnalyst | Cloud trackers* | |
|---|---|---|---|
| Your data stays on your machine | |||
| Works with any broker (import) | |||
| Multi-currency, FX at the trade date | |||
| Shorts & options modelled correctly | |||
| Performance attribution (the why) | |||
| Dividend tracking + forecast | |||
| Benchmarks that fit your strategy | |||
| AI narratives & chat | Soon |
* Sharesight, getquin, Portseido and similar hosted trackers. Comparison is indicative; competitor features vary by plan.
Your portfolio is nobody's business but yours.
Cresori is local-first. Your trades, positions and balances live on your own machine — not on our servers. Connect to Interactive Brokers through your own Gateway; nothing is uploaded. AI features send only a summarized context, and only when you ask.
“I built Cresori because I wanted to know how my own IBKR portfolio was really doing — across currencies, shorts and options — without handing my data to anyone. The free tools couldn't tell me why. So this is the tool I wished existed: honest numbers, on your own machine.”
Your portfolio, explained by AI.
Attribution narratives in plain language, periodic reports written for you, and a chat that actually knows your holdings. Bring your own API key, or use included credits.
Use it your way
Run the privacy-first desktop app, or start instantly in your browser.
Desktop app
Local-first — your data never leaves your machine. Realtime via your own IBKR Gateway, daily auto-sync, offline.
In your browser
Try the full app right now — no install. Import a statement or explore the live demo to see it on a real portfolio.
Know exactly how you're doing.
Be first in line. Join the waitlist and we'll email you the moment early access opens.