A dated comparison
The review compares available checkpoints for the same accounts.
In the app
What changed since last week?
Review changes in your portfolio where history is available. Then keep a snapshot of your investments with exports for your records.
History and exports depend on available data and access. Missing reviews are not artificially reconstructed.
Portfolio7-day changes
GoalsRecorded progress
ReportsPDF / Excel
Changes appear when the required history is available.
What you can do
Money movements in context
See documented deposits, withdrawals and income without treating every balance change as a return.
A copy for your records
Export a portfolio report or available data formats, subject to your plan.
How to get started
From idea to action.
Features and data depend on availability and plan. Compare plans
Check the included accounts
Make sure the review covers the accounts you want to compare.
Read the period and the data
Review changes, activity and any missing information that is flagged.
Keep a snapshot
Use portfolio exports to keep a dated copy.
Your questions, answered.
Why is my first review incomplete?
Some comparisons need a comparable historical checkpoint and available transactions. The application flags insufficient data instead of inventing a result.
Is the balance change my gain for the week?
Not by itself. Money movements can change the balance. A return calculation also needs suitable data and methodology.
Are the reports official tax documents?
No. They are tracking reports based on available data. Keep your broker’s documents and consult a professional about your tax obligations.
Try it. See for yourself.
Explore first. Create an account when you are ready.