Portfolio Overview

Add New Position

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Transaction: Buy Sell Records a realized gain/loss event

Buy Date *

Asset Symbol *

Asset Type CryptoStocksETFCommoditiesReal EstateOther

Price per Unit (buy) *

Total Spent ($) or enter qty below

Amount / Quantity or enter spent above

Current Price (per unit) *

Target Price (TP)

Fees / Commission

Capital Pool Long-termTradingRetroStakingDeFiSavings

Category

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Notes / Investment Thesis

LIVE PREVIEW — Unrealized P/L

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Latest Position Analysis

Quick breakdown of your last added position

Filters

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Date range

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Portfolio Statistics

Key metrics, allocation & performance

Asset Weight in Portfolio

Open positions

P/L by Asset

Gross P/L

Monthly Investment Activity

Invested vs P/L

DCA / Consolidated Asset View

Multiple buys of the same asset are consolidated into one view

Investment Calendar

Year / Month / Week activity map

Visual map of all investment activity. Switch between Year / Month / Week. Click any active day to see full details.

Portfolio Insights

Actionable signals from your data

Yearly Breakdown

Performance by year

Year	Invested	Portfolio Value	P/L	Net After Fees	Realized P/L	ROI %	Entries

All Positions

Import Export

Date ↕	Asset ↕	Type	Pool	Category	Amount ↕	Buy ↕	Current ↕	Cost ↕	Value ↕	P/L ↕	ROI ↕	Held ↕	To TP ↕	BE ↕	Actions