Stonqs review

Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026

Stonqs is a desktop app for individual investors who want to record and analyse portfolios across accounts and currencies. It is free and open-source, runs on macOS, Windows and Linux, and stores the portfolio in a local database file without requiring an account. For dividend tracking, it records income history, shows a payment calendar and can display expected dividend payments when the selected price source reports them. It also tracks interest income and withholding tax, making it relevant to investors who want income records alongside broader portfolio analysis.

Its scope goes beyond income tracking. Stonqs imports broker exports, CSV files and Interactive Brokers Flex statements, then calculates time-weighted and money-weighted returns and realised gains using FIFO or average-cost methods. Allocation categories, target weights and rebalancing suggestions sit alongside goals, savings plans and price alerts. Integrations include Interactive Brokers Flex, Yahoo Finance, Twelve Data, EODHD, Kraken, European Central Bank, Frankfurter and OpenFIGI. That breadth suits desktop users who want portfolio accounting and income tracking together, rather than a dedicated dividend-only app.

The main caveats are the alpha status and the dependence of the dividend outlook on the selected price source reporting payment data. Stonqs is a fit for solo investors who prefer local storage, open-source software and a desktop workflow, and who are comfortable with an alpha project. Investors looking for a verified reinvestment model or clearly established dividend projections should consider an alternative focused specifically on those capabilities. Support is through community and documentation.

Stonqs pros and cons

• Where it wins
  • Tracks dividend and interest income, withholding tax and expected payments
  • Combines income history and a payment calendar with portfolio analytics
  • Stores portfolio data locally and supports macOS, Windows and Linux
• Where it doesn't
  • Dividend outlook depends on payment data from the selected price source
  • The project is in alpha (version 0.x)
  • Desktop-only, with community and documentation support

Stonqs fact sheet, pricing and score →

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Last updated 14 Nov 2026 · How we research and update