Portfolio

Local-first investor workspace

Portfolio

Your holdings, allocation mix, and watchlist — observed together in one private, U.S.-markets workspace. Anonymous by default.

Portfolio Value

Add a holding to begin

Cost Basis

No positions

Unrealized Gain

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Your Holdings

Nothing tracked yet

Add your first holding to begin.

Enter a position with its share count and average price. The workspace starts reading value, momentum, and concentration the moment you do — all computed locally, nothing shared.

Your Holdings

Allocation mixWhere your capital sits

WatchlistCompanies you follow

Dividend eventsUpcoming payouts