The sample portfolio every account can open. Click any screen to enlarge.
Value, time-weighted return, your personal rate of return and income — on any window.
⤤ EnlargeView each account separately or every position in one sortable table.
⤤ EnlargeView positions by asset class, sector, account, and tax treatment.
⤤ EnlargeWhere your money sits on the size scale, from micro-cap to mega-cap, and which countries it is in.
⤤ EnlargeEvery holding as a tile, sized by value and colored by return.
⤤ EnlargeDividends, crypto rewards, interest—all accounted for within the ledger.
⤤ EnlargePrice, realized gains and income, decomposed — and the total return of every position you hold or have held.
⤤ EnlargeScheduled, due, missed. Goal bars per account against the year's limit.
⤤ EnlargeYour balance compounded forward on your own contributions and fees.
⤤ EnlargePick a move in a benchmark and the stocks you would buy with cash, then see what it does to your real portfolio.
⤤ EnlargeVolatility, drawdown, Sharpe, Sortino, beta and alpha against the benchmark you choose.
⤤ EnlargeInvestments and your Spending accounts flow in. Add property and vehicles; subtract mortgages and other loans.
⤤ EnlargeEvery transaction, searchable. Integrity checks on the whole book.
⤤ EnlargeKeep track of your broker reported tax figures to crosscheck across the ledger.
⤤ EnlargeEight branded reports — summary, performance, income, gains, cash flow, income distribution, net worth, transactions — in one click, to print or save as PDF.
⤤ EnlargeFlip the switch at the top of the sidebar: checking, savings, cards and loans, from your bank's own CSV. No bank logins.
⤤ EnlargeZero-based or envelopes, filled from your averages, your bills and your payoff plan — then locked with a padlock.
⤤ EnlargeBills, subscriptions and paychecks found in your transactions, on a list, a week or a month.
⤤ EnlargeSnowball, avalanche or your own order — the debt-free date, the interest to come and your debt-to-income.
⤤ EnlargeAdd a few holdings or import a brokerage CSV, and your dashboard comes to life in minutes.
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