Portfolio
Holdings from several brokerage accounts, crypto, and a Japanese fund are loaded once, and new trades are recorded as they happen. Prices and exchange rates update daily, and the dashboard shows value, performance, upcoming events, and a retirement projection in dollars or yen.
FEATURES
- Total value, last session, total gain, and amount invested, in dollars or yen with the other currency alongside
- Daily price cards for every holding, with the day's move in both currencies
- Portfolio news: week-by-week changes, record closes, all-time highs, big moves, and upcoming dividends and earnings
- Holdings table with value and gain for each position across all accounts
- Performance view by return on cost or gain over time
- Portfolio value chart by account and date range, set against the money put in
- Retirement projection with a ±2% return band, the nest egg needed, and the monthly investment it would take, all from editable assumptions
- Trade log with a form for recording buys and sells, and automatic dividend reinvestment entries
- Prices and exchange rates refresh daily
All names and data shown in the screenshots are fictional.