Portfolio

Asset Overview

Live holdings, current value, total gain per ticker, and overall portfolio performance all in one view.

Transactions

Trade History

Your complete trade history. Add manually, import via AI, edit or delete entries, and export to CSV, Excel, or PDF.

Statistics

ROI & Benchmarks

ROI analytics, inflation-adjusted returns, S&P 500 comparison, and yearly savings history benchmarked against market data.

Projections

Future Wealth

Portfolio estimate and retirement simulation with year-by-year and month-by-month forecasts across three scenarios.

Screener

Market Discovery

Filter and discover stocks by sector, country, exchange, and fundamental indicators to find your next investment idea.

Watchlist

Price Alerts

Track stocks you do not own yet. Set price alerts and monitor buy or sell signals based on your own parameters.

Portfolio Dashboard

Your Holdings,
Live and Detailed.

The Portfolio dashboard shows your current holdings with real-time prices updated automatically. See total value, average purchase price, current gain in percent and USD, and yearly gain per ticker all in one table.

Visual breakdowns show your allocation by ticker and gain distribution, so you always know where your money is and how each position is performing.

Transactions

Your Complete
Trade History.

Every buy and sell you have ever made, in one searchable and sortable table. Add transactions manually or import them in bulk via the AI importer. The engine handles any broker format.

Edit any entry inline, delete mistakes, and export your full history to CSV, Excel, or PDF at any time.

Statistics & ROI

Real Returns.
Not Inflated Numbers.

The Statistics dashboard shows your annual ROI broken down year by year and adjusted for new capital injections, so you see your real investment performance, not just portfolio growth.

Compare your returns directly against live S&P 500 data and the 10-year inflation average to understand where you stand against the market.

Projections

From Today
To Retirement.

Enter your monthly savings, expected return rate, and target retirement age. The engine simulates your portfolio growth year by year across three scenarios: conservative, user-defined, and S&P 500 baseline.

Then the retirement phase takes over, simulating monthly withdrawals, showing when your portfolio may run out, and helping you plan retirement with confidence instead of guesswork.

Screener

Find Opportunities
Faster.

The Stock Screener helps you discover new ideas without leaving the platform. Filter companies by sector, country, exchange, and key fundamentals to narrow down the market to stocks that actually match your strategy.

Instead of jumping between tools, you can research, shortlist, and move directly from discovery into your watchlist or portfolio workflow.

Watchlist

Track What Matters
Before You Buy.

The Watchlist gives you a clean way to monitor stocks you are interested in but do not own yet. Follow candidates, compare movement, and keep future opportunities organized in one place.

You can also set custom conditions and monitor buy or sell signals based on your own predefined strategy rules, turning passive observation into a structured decision process.

Clean Navigation

Every major workflow is accessible from a single sidebar, so you can move from portfolio analysis to projections in one click.

Fast Editing

Update transactions, review imported rows, and keep your data accurate without fighting the interface.

Visual Dashboards

Charts and summaries surface the important signals quickly, so you do not have to dig through raw numbers.

Export Anytime

Take your data with you whenever you need it using CSV, Excel, or PDF exports across your trade history workflows.