Features
Everything you need to track investments in one place.
Add & manage investments
- Bulk import from CSV with column mapping and validation.
- Add holdings manually with name, ticker, and type (stock, crypto, commodity).
- Real-time ticker validation.
- Edit or delete any transaction; remove entire investments when needed.
Portfolio tracking
- Single dashboard with total value, total invested, and P&L.
- Filter by asset class: Stocks, Crypto, Commodities.
- Per-asset view with current price, quantity, value, cost basis, and full history.
- All values in your preferred currency (USD, EUR, GBP, and more soon).
Charts & analytics
- Portfolio performance over time (1D to “since first purchase” plus custom range).
- Allocation pie by asset class or by holding; view by value or capital invested.
- Per-asset price/value history with the same period options.
- Performance metrics: 24H, 7D, 14D, 30D, 60D, 1Y % change per asset.
P&L & detail data
- Realised P&L from completed sells; unrealised P&L on current positions.
- Gross investment (total ever invested) vs capital invested (net in position).
- Average cost per unit; total return including dividends and crypto rewards.
- Dividends (cash and stock) and rewards (crypto) with optional contribution breakdown.
Transactions
- Buy and Sell with quantity, price, date, and notes; P&L on sells.
- Dividend (cash or stock) and Reward (crypto) for full return tracking.
- Chronological transaction list per asset with edit and delete.
- Auto-calculated totals and optional “hide values” for privacy.
Data & pricing
- Regular price updates for stocks and crypto.
- Multi-currency conversion with updated exchange rates.
- Historical data for portfolio and asset-level charts.