Your Portfolio Without the Spreadsheet
Stop guessing if you're actually beating the market. Import your transactions, see your real returns, sleep better.
Try It Free - No Credit Card
No credit card. No broker password. Just a quick export file.
What You Get
Real portfolio analytics without the complexity. Track performance, monitor allocations, and see where you stand - all from a simple file upload.
Every Metric That Matters
Time-weighted returns, drawdowns, all-time highs, monthly heatmaps, P&L, and allocation breakdowns — your full performance picture in one dashboard.
Stocks, Crypto & Beyond
Stocks, ETFs, funds, bonds, crypto, real estate, pension plans, and cash.
Live Prices, Always Current
Market prices update automatically throughout the day. Your portfolio value, P&L, and allocations always reflect the latest numbers.
Set a Goal, Hit It
Pick a target amount. See how long it takes at your current pace. Adjust monthly contributions until the timeline works for you.
No Broker Login Needed
We never ask for your broker password. Export a file from your broker, upload it here, done. Your credentials stay yours.
Know What to Buy Next
Set target allocations for each position. We show you exactly what to buy or sell to get back on target — no spreadsheet required.
Works With Your Broker
Plus any broker via CSV import.
Product Roadmap
Here's what we're building next.
Professional Portfolio Reports
Export your full transaction history to PDF or CSV for taxes, advisors, or your own records.
Multi-Portfolio Management
Track separate portfolios (retirement, taxable, kids' college) and see them combined or individually.
Import Your First Transaction in 60 Seconds
No broker login required. No manual data entry. Just a simple file upload.
Upload Your Exports
Export your transactions from your broker (MyInvestor, Interactive Brokers, or add manually). No broker login needed.
See Your Performance
See your real performance with time-weighted and money-weighted returns, allocation breakdowns, and historical tracking.
Stay on Track
Get rebalancing suggestions based on your target allocation. Stay on track without constant monitoring.
Done wrestling with spreadsheets?
Free to use. No broker login required.
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