Your whole portfolio at a glance.
Exact numbers: Rendity pulls every transaction from Interactive Brokers for you. You stop typing anything in, and you see what you own, how much of your portfolio it makes up and what it has earned you.
Allocation
Sample numbersIs Rendity for you?
- You have an account at Interactive Brokers.
- You hold stocks or ETFs and want to know what they have earned you.
- Maybe you also sell options: calls on your shares, sometimes puts too.
Today Rendity supports only Interactive Brokers. Other brokers may come later.
What Rendity does for you.
You see at a glance what you own and what it is worth.
What is your portfolio worth today, and how much of it did you pay in yourself? Rendity works it out from your transactions. Ideally your portfolio value is above your capital invested.
Portfolio value
Sample numbersRendity pulls in every transaction for you.
Buys, sells, dividends and options come straight from Interactive Brokers every day. With that, you can replace your Excel sheet and your pile of paper notes.
Transactions
Sample numbersReturns from stocks and options at a glance.
Option premiums count toward the stock you sold the call on. You see what your covered calls brought in and how much is pure price gain.
- Price gain+$1,400.00
- Option premiums+$260.00
- Dividends+$80.00
- Withholding tax−$12.00
How much cash is free.
If you also sell puts, you see how much cash they tie up and how much stays free.
Cash
Sample numbersWhat you work out by hand today.
Many investors put their numbers together in Excel or on paper. Here is a notebook page for one stock with covered calls.
Written down by hand: seven steps, one stock
After seven transactions, the overview on paper gets lost. Rendity works from the same Interactive Brokers transactions and arrives at a total gain of +$1,728.00.
All four ways comparedEvery decision and its result in one chart.
Every position page in Rendity looks like this: price, avg cost, every buy, every call and every dividend on one line. The example has seven steps.
Stock
Sample numbersSample numbers
A quick look on your phone. A thorough one in the evening.
On the go
One look is enough: what is your portfolio worth today, and how is it spread across your stocks? Which call expires when? You see it without opening Interactive Brokers.
In the evening, with a cup of tea
On your laptop you take your time with the weighting, what each stock has earned and how you compare with the market. With these numbers you make your next decision.
Can I handle the setup? Yes, once, in 15 to 20 minutes.
Setup takes about 20 minutes. After that, Rendity gets the account statement that Interactive Brokers creates once a day. So a trade you make today shows up in Rendity tomorrow at the earliest.
Create an account and pick a plan
With email or Google. Then you pick a plan. For calls, puts and more, you add payment details, and you are charged only after 61 days. Seed for stocks stays free.
Connect Interactive Brokers
Rendity has a step-by-step guide with pictures, where numbered arrows show every click. You can follow it on your computer or on your phone.
Rendity checks and loads
If a setting is missing, Rendity sends you back to the right step. Then Rendity loads your full history and fetches the new statement every day.
- 1Click “Performance & Reports” to open the menu.
- 2Click “Flex Queries”.
Is it safe?
Rendity receives the account statement that Interactive Brokers creates once a day. Rendity cannot place orders or move money with it. Rendity does not know your Interactive Brokers password.
The account statement contains only the information you choose to share. You keep full control over what is passed on to Rendity.
Your data is stored on servers in Frankfurt am Main, and every connection is encrypted.
You can revoke Rendity's access at Interactive Brokers at any time, and you can delete your Rendity account in Settings.
In our users' own words.
“Rendity gives me clarity very quickly. The Dashboard gives me exactly where I stand overall right now. Before, it was always only roughly. Fast, at a glance, with one click.”
Percy R. “Rendity is already my first stop, and Interactive Brokers is really just the tool for placing the trades.”
Jennifer V. “I wrote down a great deal on paper on the side: which stocks I bought at what price, when I want to watch which calls. At some point I always lost track. My biggest benefit is that Rendity takes this work off my hands, always keeps it up to date and shows it nicely in charts.”
Uta L. “Rendity is simply a totally cool app where you can easily see everything at a glance, without having to search around a lot.”
Benno R. “What I like most is that Rendity is designed very simply. You know intuitively where to go, but it’s not too much.”
Saskia M. “With Rendity I can see the data on my stocks, calls, puts, my cash and everything that matters, clearly and at a glance, data I’d otherwise have to gather from IBKR.”
Philipp S. “I recommend Rendity to everyone who has an account at Interactive Brokers. Period.”
Sanjay M.
Who is behind Rendity.
I'm Georg Link. I trained as a banker in Germany, hold a PhD in Information Technology and build Rendity myself. My roots are in Germany, and today my home is Omaha.
Georg's storyTake twenty minutes tonight.
Set it up, make a cup of tea, and tomorrow morning your phone shows you where you stand.