In this section, you can input the holdings from your portfolio as you buy and sell. Our advanced tracking capabilities will give you a better sense of how your capital is spread out. Additionally, you can see where your portfolio is lacking and use the filter search to find specific opportunities.

Our input box makes it quick and easy to capture securities as you buy and sell. It allows you to input decimals, so you can track fractional investments as well. It then lays out all of your holdings with percentages and category information
Taking that visualization a step further, our software creates pie charts to help you truly understand where you are invested. It creates a top-level chart and compares that to your target allocation. It then creates six more charts that track other means of diversification.
In addition to all of that, there are also info boxes where you can learn about the different risks and rewards that investments in certain categories may face.

Ready to get started?

Get in touch, or create an account