About Stockeruti
Stockeruti was born out of frustration. As independent investors using major brokerage platforms like Interactive Investor, we found that while execution was good, analysis was lacking.
Broker interfaces often conflate "money in" with "capital growth," making it difficult to answer simple questions like: "How much of this balance is profit, and how much is just cash I deposited?" or "What is my true yield on cost?"
Our Mission
To empower investors with crystal-clear insights into their portfolio's true performance. We believe that retail investors deserve the same level of analytical clarity as institutional desks.
Stockeruti isn't a broker. We don't hold your money. We are an intelligence layer that sits on top of your existing brokerage account, giving you the tools to understand your wealth, track your tax liabilities, and refine your trading strategy through rigorous historical analysis.
The Problem We Solve
Stockeruti solves the "black box" problem of portfolio tracking by breaking down your investment history into three clear, validating components.
1. Transactions (The Ledger)
Currently supports Interact Investor CSVs only.
Transactions are the complete historical record of your portfolio activity. Every buy, sell, dividend, and corporate action is tracked to build an accurate picture of your investment journey. This transaction ledger forms the foundation of all performance calculations.
2. Snapshots (Validation)
Currently supports Interact Investor CSVs only.
Snapshots capture the exact state of your portfolio at specific moments in time. They serve as validation checkpoints, ensuring your transaction history accurately reflects reality. Upload broker statements to create snapshots and reconcile any discrepancies.
3. Market Prices (Retrospective)
Market prices are tracked on a monthly basis to value your holdings over time. Unlike daily trading tools, Stockeruti focuses on long-term retrospective analysis, using end-of-month prices to calculate portfolio performance and generate historical valuations.
The Combined Power
Transactions + Snapshots = Complete Accuracy
While each component is valuable on its own, the true power of Stockeruti comes from combining transactions and snapshots. Transactions provide the detailed activity history, while snapshots validate that history against real broker statements. This dual approach ensures your portfolio data is always accurate and complete.