Portfolio tracking is a Pro feature
Add your stock + crypto holdings and see a live total updated daily. Free-tier coverage includes US-listed stocks and ETFs (NYSE, NASDAQ) plus 13,000+ cryptocurrencies. International exchanges (LSE, XETRA) require upgrading the underlying data plan.
Upgrade to Pro
Edit position
Aggregate across all lots below. Editing this value rewrites lot #1's cost basis only.
Each row is a separate buy with its own cost basis and date. Used for accurate weighted-average cost. Sell tracking + FIFO/LIFO capital-gains in v2.
For positions the market APIs can't price — real estate, employer stock, private equity, collectibles. When set, the live quote is ignored and this price is used. Leave blank for live-quoted positions.
Used for the "Projected in 10 years" KPI. Assumes 7% annual return (long-run global equity average). Leave blank if you don't DCA into this position.
Up to 280 characters. Stored encrypted locally.
Import positions from CSV
First row should be headers. Accepted column names (case-insensitive):
symbol / ticker, quantity / shares / units, cost_basis / cost / price / avg_cost, type (stock/crypto, defaults to stock). Crypto auto-detected for BTC/ETH/SOL/etc.
Supported formats: Fidelity, Schwab, Trading 212, Interactive Brokers, Robinhood, generic Excel export.
