Know your portfolio
Every position. Every broker account. One clear view of your exposure, cost basis, and performance.
Track investments across brokers and understand your holdings, FIFO cost basis, performance, exposure, and every decision behind them.
How much capital is actually invested?
Which stocks drive most of your gains or losses?
How concentrated is your portfolio?
Which broker account performs best?
Where did each buy and sell decision happen?
Every position. Every broker account. One clear view of your exposure, cost basis, and performance.
Every buy and sell tells a story. See transactions directly on the stock chart and review what happened.
The goal is not more trades. The goal is better decisions backed by clearer data.
| Broker Account | Market Value |
|---|---|
| XTB Long-Term | $23,814.20 |
| Revolut USD | $15,368.20 |
| USD | $39,182.40 |
You bought 4 NVDA @ $192.82 in XTB Main.
You sold 2 AAPL @ $215.17 in Revolut Stocks.
You bought 3 MSFT @ $391.82 in XTB Main.
Upload your broker transactions and the app organizes your portfolio by stock, broker account, and performance.
Native transaction export
Investment activity CSV
A simple open format
Upload XTB, Revolut, or custom CSV files.
Positions, FIFO cost basis, invested capital, realized and unrealized gains.
Open each stock page and see your buy and sell transactions on the chart.
Future features will help investors understand patterns, compare anonymized metrics, and get deeper portfolio analysis without exposing private data.
Your transactions belong to you. Future community insights will be aggregated and anonymous, never exposed as individual portfolios.
Start by importing your transactions and seeing your portfolio clearly.