Record your investment assets, plan by risk profile, and track buys and sells. Available on the Premium plan and above.
My Assets
A personal record of your assets — you update their value yourself.
Every Asset Type
Stocks, mutual funds, bonds/government bonds, gold, crypto, property, and more.
Portfolio Summary
Total value, capital, and overall profit/loss.
Bought or sold more? Open the asset and add a transaction — the average price is recalculated automatically.
Investment Calculator
An investment plan based on your risk profile, with a suggested asset mix.
Enter a target and date to see the monthly deposit — or a monthly deposit to see when you'll reach the target.
Investment History
Every buy and sell across all your assets in one list. Filter by asset or transaction type.