Portfolio · the ledger

A real ledger. Not a screenshot.

Multi-portfolio. Buy, sell, dividend, split. FIFO, LIFO, or average cost. Realized vs unrealized. The dividend tracker alone replaces a spreadsheet.

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Personal · taxable
USD · FIFO · 12 holdings
LIVE
$142,084.62
Today
+$1,284
Total
+$28,142
vs S&P
+4.2%
Allocation
Tech 42%
Comm 18%
Health 12%
Finance 10%
Other 18%
Transactions

Type the trade. The ledger does the math.

Every action — buy, sell, dividend, split, transfer — is a row. Cost basis updates per your accounting method. P&L splits realized from unrealized. Currency is per-portfolio. Fractional shares are first-class.

Date
Ticker
Type
Qty
Price
Total
May 24
AAPL
BUY
50
$214.86
$10,743.00
May 22
NVDA
DIV
—
+$24.50
$24.50
May 18
MSFT
SELL
10
$443.16
$4,431.60
May 12
AAPL
SPLIT 4:1
—
—
—
May 04
GOOGL
BUY
12
$179.42
$2,153.04
Today, year-to-date, all-time

Three timeframes. One number that matters.

A KPI strip across the top — today, total, vs S&P. Sector allocation donut. Today's winners and losers, ranked. Click any holding for a deep view that links straight to its forecast.

Today's movers · personal
NVDA
+2.14%
+$294.40
AAPL
+0.58%
+$62.10
MSFT
−0.32%
−$22.14
GOOGL
+1.06%
+$23.04
TSLA
−1.42%
−$54.20
Get started

Bring your positions in once. Watch them move every day.

Free tier: 1 portfolio, 10 holdings. Premium: 5 portfolios, 50 each. Pro: unlimited.