Everything that makes your portfolio make sense.
Built for investors who want the truth about their performance — across accounts, currencies and instruments, on their own machine.
Returns you can actually trust — and explain
Time-weighted and money-weighted returns side by side, over any period, with attribution that shows what drove them.
- ✓TWR and MWR for any date range
- ✓Contribution by position, sector and currency
- ✓FX effect separated from price effect
- ✓Benchmarks matched to your strategy
Every dividend, received and forecast
Track income across accounts and currencies, and project what's coming next — so you can plan around it.
- ✓Dividends received, by holding and by month
- ✓Forward projection of upcoming income
- ✓Withholding tax captured per payment
- ✓Yield on cost and current yield
One portfolio, every currency, done right
Positions are priced with the FX rate at the date it mattered. No naive conversions, no fudged numbers.
- ✓FX at date, not today's rate
- ✓Per-currency cash balances
- ✓Base-currency view across all accounts
- ✓Realised vs unrealised FX impact
Options and shorts, modelled correctly
Derivatives and short positions handled the way they actually behave — with strategy analysis and premium screening.
- ✓Options strategy analysis
- ✓Short positions handled correctly
- ✓Option premium screener
- ✓Per-contract P&L and exposure
Connected, importable, exportable
Get your data in from anywhere, keep it in sync, and take it out whenever you like.
IBKR Gateway connection
Daily auto-sync and live data through your own Interactive Brokers Gateway. Nothing routed through us.
Import from any broker
Bring history in via CSV or statement — Schwab, and more. IBKR gets the deeper live connection.
Screeners
Stock, ETF, fund and options screeners running locally through your Gateway, on your terms.
Price & portfolio alerts
Get notified on price moves and portfolio conditions — watchlists included.
Full history
Track since inception, not just the last few years. Your whole story in one place.
Excel & PDF export
Export any view for your records, your accountant, or your own analysis.
Local-first by design
Your data lives on your machine, not our servers. Connect to IBKR through your own Gateway — nothing is uploaded.
AI analysisComing soon
Attribution narratives, periodic reports, and a chat that knows your holdings. Bring your own API key or use included credits.
See it on your own portfolio.
Join the waitlist and try it on your own portfolio when early access opens.