Skip to content

Quote freshnessEnd of day ›

The portfolio record built for clarity.

Manual tracking for individual investors, multi-market portfolios, and private ledgers. Record purchases and sales, review holdings derived from your ledger, and keep quote freshness visible at all times.

One place for your entire portfolio picture.

Holdings that stay current from your ledger.

Ledger-native tracking

Self-updating holdings

Private by design

Multi-currency by default

Monitor with context

Product features

Control who has access

Connect across currencies

Review with your team

Build on your existing ledger

From entry to insight, in three steps.

A manual tracker built around a transaction ledger. You stay in control of what is recorded; the app does the calculations.

  1. Record

    Add completed purchases, sales, dividends, and splits to a private ledger. Native currency, fees, and FX are preserved on every entry.

  2. Review

    Holdings, cost basis, realized and unrealized performance, income, and allocation are derived from your ledger — never hand-maintained.

  3. Monitor

    Track market status, quote freshness, currency exposure, and informational price alerts. Every value is timestamped and sourced.

Dense, precise, multi-currency by default.

The same calculation engine powers iPhone and web, so figures stay consistent wherever you review them.

Holdings, derived from your ledger

Positions, quantity, and market value are calculated from recorded purchases and sales — never typed in by hand.

Multi-currency by default

Native currency values are preserved and base-currency totals are derived, with stock return and FX impact reported separately.

Context travels with every value

Source, market session, and freshness sit beside each quote, so you always know how current a figure is.

Pre-marketAfter hoursStale quoteFX impact tracked

Built for clarity across markets.

A reliable manual tracker with enterprise-grade precision on every figure.

Ledger-derived holdings

Positions calculated from recorded purchases and sales — never hand-maintained.

Multi-currency by default

Native currency values preserved; base-currency totals derived with FX tracked.

Quote freshness always visible

Source, timestamp, and session context sit beside every market value.

Clear about what this is — and what it isn't.

No trading

The app never places orders, connects brokerage accounts, or moves money.

No advice

Calculations are informational. Nothing here is a recommendation to buy, sell, or hold.

Private by design

Your ledger is scoped to your account and never shared. We hold as little as possible.

Read the full privacy policy and terms of use.

A private portfolio platform built for clarity.

Free to start. Bring your own transactions; the app does the rest.