Two brokers and crypto
Securities, cash, average price, deposits and withdrawals — in one USD portfolio together with spot from five exchanges.
Davinchu for stock investors
Connect Interactive Brokers and T-Bank with a read-only token — securities, free cash and deposits from both brokers are combined into one USD portfolio together with your crypto. Returns exclude deposits: TWR and XIRR, drawdown, volatility.
What it does
All your capital in one portfolio
Read-only
IBKR provides Flex reports, T-Bank — data via a «Read only» token. Davinchu places no orders and withdraws no money.
Returns without deposits
TWR does not count deposits as return, XIRR accounts for the timing of contributions; plus drawdown, volatility, Sharpe and Sortino.
Rebalancing
Target weights, deviation and a «buy / sell» calculation. It is a calculation — no orders are sent anywhere.
Goals and alerts
A portfolio goal with a progress bar and an alert when one position takes too large a share.
Investor report
A «Share» link — composition in percent and TWR return, amounts optional; an «Investor report» PDF.
How it works
Get started in four steps
Issue a token
IBKR — a Flex Query and a Flex Web Service token; T-Bank — a «Read only» T-Invest API token.
Connect the broker
«Accounts» → «Brokers»: paste the token (and the Query ID for IBKR), pick the T-Bank account.
Build the portfolio
In «Investments» connect the broker to a portfolio and press «Sync».
Track returns
TWR, XIRR, drawdown and allocation update on their own as new broker data arrives.
What is loaded from the broker
| Interactive Brokers | T-Bank | |
|---|---|---|
| Access | Flex Web Service: token and report number (Query ID) | T-Invest API: «Read only» token |
| Data | account value, cash, stocks, funds and bonds, average price, deposits and withdrawals | stocks, funds, bonds, currency, average price, deposits and withdrawals |
| Updates | once a day — that is how IBKR builds the Flex report | every 15 minutes |
| Conversion to USD | at the rates from the IBKR report | at Moscow Exchange rates |
Step-by-step setup for both brokers is in «Tracking stocks from Interactive Brokers and T-Bank».
How returns are calculated
- TWR — from hourly portfolio snapshots; a purchase or deposit does not count as return, so the result is comparable with anyone else's.
- XIRR — money-weighted return: it accounts for when money was added. It needs at least 30 days of history.
- Drawdown — from the TWR peak; volatility, Sharpe and Sortino — annualized, with at least 14 daily returns.
- Benchmark — for now BTC, ETH or 60/40 BTC-ETH; there are no stock indices.
How the portfolio works
- Deposits and withdrawals come from the broker, so TWR and XIRR are calculated without their effect.
- The cost basis is the broker's average price; buy decisions are handy to record in a manual journal.
- The portfolio holds stocks, funds, bonds and cash, together with crypto from five exchanges.
- The same security at two brokers is easy to keep in separate portfolios — there is no limit on their number.
- The base currency is USD, EUR, GBP, JPY, CHF, CAD or AUD.
Plans
A broker account takes an account slot of your plan: Free — 2, Plus — 5, Pro — 15, Elite — 50; an extra account is $2 per month on any plan. «Investments» is available on all plans.
FAQ
Questions and answers
Which brokers can I connect?
Interactive Brokers via Flex Web Service and T-Bank via T-Invest API.
Can Davinchu trade on my account?
No. A Flex Web Service token only gives reports. For T-Bank issue a «Read only» token; a full-access token is accepted with a warning that it also allows trading, but Davinchu performs no trading actions.
How often is the data updated?
T-Bank — every 15 minutes. IBKR — once a day: that is how its Flex reports work.
Can I show the portfolio to an investor?
Yes: a «Share» link shows the composition in percent, TWR return, drawdown and volatility; amounts only if you turn them on. There is also an «Investor report» PDF.
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