Portfolio

The Portfolio feature tracks what you hold and how it's performing. You can keep multiple portfolios, each with its own transaction ledger and its own analytics.

Why multiple portfolios?

Separate portfolios let you keep strategies or accounts apart — for example, a long-term holdings portfolio and a short-term trading portfolio — each with its own cost basis and profit picture.

What a portfolio tracks

Every portfolio maintains:

• A transaction ledger — the trades you've recorded, using weighted-average accounting.
• Live analytics — see Analytics & currency.

Getting started

1. Create a portfolio.
2. Record your first transaction (see Transactions).
3. Open the portfolio overview to see value, allocation, and performance.

Related

• Transactions — recording buys and sells.
• Analytics & currency — value, P&L, allocation, currency, and CSV.