Track holdings, measure performance with TWR & MWR, compare against benchmarks, and import transactions from any broker — all from a single dashboard.
Calculate TWR, MWR, and total return across any time range. Overlay benchmark indices (S&P 500, NASDAQ, custom) for side-by-side comparison. Drill into per-position attribution.
Drag-and-drop your broker CSV. Auto-detect columns for ticker, date, price, shares, and commissions. Works with any brokerage export format.
Real-time allocation view with cost basis, unrealised P&L, and sector weighting. Multi-portfolio support lets you track strategies independently.
A clean, focused interface designed for daily portfolio monitoring.
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Create and manage your investment portfolios
Create your first portfolio to start tracking your investments.
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