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Features

Comprehensive investment management features available today to help you track and analyze your portfolio.

Interactive Portfolio Visualization

Dynamic charts and graphs displaying your investment performance over time with real-time updates

Historical Performance Analytics

Track portfolio and investment values across any time period with detailed performance metrics

Asset Class Distribution Charts

Visual breakdown of your portfolio by investment type and allocation with interactive charts

Detailed Investment Analysis

Comprehensive breakdown and performance metrics for each investment with advanced calculations

CSV Transaction Import

Bulk import transaction history with intelligent validation and automatic formatting

Transaction Management System

Easy recording and management of buy and sell orders with comprehensive tracking

Realized P&L Tracking

Automatic profit and loss calculations for completed transactions with detailed breakdowns

Data Export Capabilities

Export transaction data in CSV or JSON format for external analysis and reporting

Multi-Currency Support

View portfolio values in EUR, USD, or GBP with regular updated exchange rates and automatic conversion