# Nimblewit

> Track investments, dividends, and account history in one portfolio view

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.

## Listing details

- Canonical BetaNeon page: https://betaneon.com/products/nimblewit
- Official website: https://nimblewit.app/
- Category: Finance / Portfolio tracking
- Status: Launched
- Topics: Data integration, Dividends, Financial planning, Investing, Portfolio tracking
- Listing updated: 2026-11-05T19:02:23.197Z
- Information source: https://nimblewit.app/

This is a product introduction, not an endorsement. Confirm current availability, features, and prices on the official website. Community upvotes on BetaNeon are not star ratings.