Nimblewit

Meet Nimblewit

Nimblewit organizes investments held across different brokerages and account types. Users import transaction history from spreadsheets, statements, or screenshots, review the extracted rows, and build a consolidated view of holdings and returns. New trades can be added manually or prepared from forwarded broker messages for approval.

Dividend tracking shows received income and a calendar of expected payments, while planning tools explore longer-term portfolio and income scenarios. The service works from supplied records rather than requiring bank passwords. A free allowance supports smaller portfolios, with paid plans expanding the workspace. It is useful for investors who want consistent records across accounts without maintaining the entire calculation process in a spreadsheet.