Welcome to Qualo

Full transparency into all your investments.Oversee every position with clarity and precision.

Go to Dashboard→Connect Account

Automatic Ticker Detection

We automatically pull all your tickers directly from your connected brokerage accounts. No manual entry required—just connect your account and watch as we seamlessly sync your entire portfolio, including stocks, ETFs, and more.

Upcoming Dividend Payments

Track all your upcoming dividend payments in one place. Never miss a payment date with automatic tracking from your connected accounts.

Example Dividend Schedule

This is a demonstration of upcoming dividend tracking

January 2026

Sun
Mon
Tue
Wed
Thu
Fri
Sat
28
29
30
31
1
$112.50
2
3
$84.00
4
5
6
7
8
9
$100.20
10
11
12
$189.20
13
14
$119.00
15
16
$139.50
17
18
19
20
21
22
23
24
25
26
27
$206.00
28
29
30
31

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Example Portfolio Analysis

This is a demonstration of how rebalancing recommendations work

💡

Rebalancing Recommendation

TSLATesla Inc.

Underperforming at -10.0%

Current Allocation21.8%
Suggested Allocation23.8%
Additional Investment$607

Strategy: Consider increasing allocation to TSLA as it's currently underperforming at -10.0%. This rebalancing approach can help you buy more of the stock when it's at a lower price, potentially improving your average cost basis.

Performance Overview

TSLATesla Inc.⚠️ Underperforming
Allocation:
21.8%
P&L:
$-735.00
P&L %:
-10.0%
Value:
$6615.00
↘
AAPLApple Inc.
Allocation:
27.7%
P&L:
$-365.00
P&L %:
-4.2%
Value:
$8410.00
↘
GOOGLAlphabet Inc.
Allocation:
17.8%
P&L:
$-190.00
P&L %:
-3.4%
Value:
$5410.00
↘
MSFTMicrosoft Corporation📈 Top Performer
Allocation:
32.6%
P&L:
+$393.75
P&L %:
+4.1%
Value:
$9893.75
↗

Ready to optimize your own portfolio?

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Smart Rebalancing Recommendations

See how our AI analyzes your portfolio and suggests optimal rebalancing strategies