Invest
A ledger first. Holdings come from it.
You record buys and sells. Open positions, income, performance, and risk are derived from that book — with delayed market marks and an as-of time.
Invest
What's in the book
Several portfolios
Create, rename, delete, or merge books. Each book has a base currency; a merged view picks a reporting currency.
Open in the appTrade ledger
Buy and sell with instrument search, venue, and three-decimal shares. Batch entry, filters, export, and dividend.watch-compatible CSV.
Open in the appDerived holdings
Shares, average cost, value, yield, and gain or loss. Sold lots stay available. Group and sort without a second positions product.
Open in the appDividends
Upcoming payouts, estimated vs confirmed, yield, and income breakdown. Stock splits and bonus shares restated on the book.
Open in the appPerformance
Return KPIs, charts, and benchmarks on the same ledger. Incomplete FX is labeled unknown — not invented.
Open in the appRisk
Its own dashboard tab. Concentration and risk readouts next to performance, not buried in a footnote.
Open in the appDiversification
Weights by sector and other dimensions. Expand a slice to the holdings underneath.
Open in the appSimulation
What-if trades and stress in tabs on the same book. Style impact stays attached to the lot.
Open in the appCalendar
Ex-div, earnings, and other crossings on one board. Estimated cadence is labeled so it is not confused with a filed date.
Open in the appStock detail
Lots and realized P/L, plus research tabs: overview, safety, dividends, fundamentals, valuation, and analysis.
Open in the appWatchlists
Saved lists with metrics. Optional public share page when you turn sharing on.
Open in the appAlerts and inbox
Price, watchlist, account cushion, daily P/L bands, and goal rungs. Live bell and optional Web Push.
Open in the appReady
Open the book and the household.
Create a free Master Your Money account. Holdings, income, cash, leftover, and an inbox that stays quiet until something actually crossed. One login.