Portfolio Manager

Value and growth cards

See total portfolio value, day change, all-time growth and income. Click growth to switch between views.

Allocation insights

Use By Type/By Change and By Provider/By Account to spot concentration and account movement. Click a chart slice or legend row to inspect the matching accounts.

Status and movers

Review winners, losers, open loans and upcoming goals. Summary sections can be collapsed when you want a cleaner view.

Snapshot controls

Save today’s dashboard, move between saved days or open the history and calendar views from the Time Travel controls.

Providers

Create banks, brokers or other institutions. Provider cards show their combined value and can be expanded or collapsed.

Accounts

Add bank, interest, loan or asset accounts with their own currency and balance. Accounts are the foundation for goals and holdings.

Details and history

Open an account or provider to see its breakdown. When snapshots exist, account cards can show value through time.

Keep totals meaningful

Values are converted to your selected display currency while each account keeps its own original currency.

Holdings

Add quantity, average cost and account for each holding. Use sortable columns and filters to find what matters quickly.

Assets

Browse platform assets by name, type and currency. System assets can receive refreshed prices; personal assets are custom and private to you.

Dividends

Explore expected dividend income by asset and filter the view by month, quarter or year.

Portfolio insights

My Portfolio compares allocation by asset and asset type, helping you understand what drives the overall result.

Goals

Create a target with a currency, optional milestones and linked accounts. Reorder goals to keep your priorities visible.

Progress details

Open a goal for its linked-account breakdown, progress chart and history when snapshots are available.

Goal simulator

Test a monthly contribution and estimated return to understand when a target could be reached. It is a projection, not a promise.

Portfolio projection

The simulator uses your snapshot history and average monthly change to show a simple historical and projected trend.

Growth contribution

Cycle the chart between account, provider and other breakdowns to see where growth has come from.

Loan simulator

Compare keeping the term or payment after an amortization, including estimated interest savings and month-by-month evolution.

Privacy mode

Press H when you need to hide monetary values from people nearby. Charts stay visible while sensitive labels are concealed.

Refresh and currency

Refresh current data when needed and use Currency to inspect available conversion rates. The display currency follows your profile setting.

Import and export

Administrators can use Tools to import or export supported data and test currency conversion.

Guest mode

Guest mode is a safe demo with sample data. Changes are local to the session and are not saved to an account.