Dashboard
Total Portfolio Value
€0
Return
Total Portfolio Goal — €1,000,000
Portfolio Value Over Time
Allocation
Holdings
Live positions & P&L
Add New Holding
Log Transaction
Buy / Deposit
Update Balance
Set an absolute new balance for savings or cash — e.g. after adding monthly savings.
Deposit / Withdrawal
Your buys, sells and balance updates already count as money in/out for the "Excl. deposits" return. Use this only for pure cash moving in or out that isn't a buy/sell (e.g. salary landing in cash). To backdate one already in your totals, set the date and un-tick "Add to balance" below.
On for new money arriving now. Off when backdating a deposit that's already in your totals.
Sell
Proceeds
Cost Basis
Remaining Qty
Realised G/L
Recent Transactions
History
Daily portfolio snapshots
Daily Portfolio Value