Take control of your portfolio. Thoughtfully.
Record trades in seconds, analyze positions with precision, set intelligent alerts, and keep research notes organized—all in a privacy-first workspace.
Loved by independent investors & builders
A wizard that respects your time
Enter trades faster than a spreadsheet—timezone-aware DateTime, currency-precise inputs, and sensible defaults. Everything normalizes to canonical UTC in the database.
- Buy/Sell/Dividend flows
- Locale + currency aware
- Error-resistant validation
Analytics with conviction
From average cost to FX-aware P/L, get clean, legible numbers. Inline price edits for private assets—no waiting on data vendors.
- Positions & aggregates
- Market value & unrealized
- Edit latest price (manual assets)
Research notes that don’t get lost
Pin, edit inline, and ‘show more’ for long theses. Add tags, copy with one click, and review updates by time.
- Pin & copy
- Tags/labels
- Keyboard-friendly
How it works
- 1Log a transaction
Use the fast wizard; everything lands normalized in UTC.
- 2Review positions
See P/L by instrument; update manual prices inline.
- 3Stay proactive
Set alerts and jot research notes with context.
Information provided is for product demonstration only and is not investment advice.
What early users say
Feels like a notebook for my portfolio—fast inputs and the numbers are trustworthy.
Best part is the UTC-safe DateTime + currency handling. It never surprises me.
I replaced a tangle of spreadsheets. The alerts/notes keep me honest with my thesis.
Ready to invest with intention?
Open your workspace—bring your own broker data and notes.