Add position

Leave shares at 0 to just watch a symbol.

Yahoo ticker — VWRA.L, 7203.T, BTC-USD.
Flags the row when reached.

Buy more

Blends into your average cost.

Sell

Proceeds go into your cash balance, so the gain stays counted.

Record cash

Deposits are the capital you put in — that's what your gain is measured against.

What left your bank.

Portfolios

Keep separate books — a broker account, a fund, a experiment.

Balance the books

You've bought more than you've recorded coming in. Where did the extra come from?

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Congressional trading

US House & Senate STOCK Act disclosures.

Disclosures lag trades by up to 45 days under the STOCK Act — nothing here is real-time. Amounts are regulatory brackets, not exact values; returns are estimates derived from bracket midpoints and carry no share-count precision. Options trades are excluded from return calculations. Not investment advice.
Member Alpha Return Notional Trades Coverage
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TradedDisclosedLagTickerType AmountFiling

Sync from IBKR

Reads your statement. It cannot place orders or move money.

Reporting › Flex Queries › Flex Web Service Configuration.
The number beside your Flex Query. Set its format to XML.

Financial independence

What you spend is the input. The number you need falls out of it.

What a month of your life costs.
The currency you actually spend in.
% a year. 4 is the usual starting point.
Overrides the derivation if you'd rather name it.
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% a year, nominal, before inflation.
% a year. What erodes the money you spend.
Leave blank to use what you actually deposit.
The amount on the left is read in this currency.
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Shows what you'd need to save to make it.
Measured rates need real history behind them; until there is enough, the assumptions are used and the panel says so.
Assets held outside this app

A bank balance, a pension, SSS, property. Without these your progress is measured against a fraction of what you own. Untick fundable for anything you can't actually draw on — the house you live in counts toward net worth, not toward the groceries.

Monthly budget

Salary in, expenses out — one month at a time.

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By category
Add entry
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Settings

Signed in as .

Pin your broker's own conversion rate if you'd rather.