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Add Portfolio Asset

Target Portfolio

Ticker Symbol

Use exchange prefixes for crypto, e.g. BINANCE:BTCUSDT.

Shares / Quantity

Purchase Price ($)

Active Trading (Exclude from Net Worth)

Cancel Save Asset

Add Options Contract

Underlying: –

Target Portfolio

Option Type CALL PUT

Position Type Buy (Long / Pay Premium) Sell (Short / Collect Premium)

Expiration Date

Strike Price ($)

Contracts

Premium Paid / Collected (per share, $)

Cost per contract = premium × 100

Current Premium (per share, $)

Leave blank to use premium paid / collected

Cancel Add Option

Edit Options Contract

Underlying: –

Option Type CALL PUT

Position Type Buy (Long / Pay Premium) Sell (Short / Collect Premium)

Expiration Date

Strike Price ($)

Contracts

Premium Paid / Collected (per share, $)

Current Premium (per share, $)

Cancel Update Option

Edit Asset Holding

Portfolio

Ticker Symbol

Shares / Quantity

Purchase Price ($)

Active Trading (Exclude from Net Worth)

Cancel Update Asset

Import Holdings from CSV

Create New Portfolio

Portfolio Name

Cancel Create Portfolio

Rename Portfolio

Portfolio Name

Cancel Rename

Create New Watchlist

Watchlist Name

Cancel Create Watchlist

Delete Account?

This action is irreversible and will permanently purge all your data, including your portfolios, watchlists, holdings, options, and settings.

Please type DELETE to confirm:

Cancel Delete Permanently

Log Cash Deposit / Withdrawal

Transaction Date

Transaction Type Deposit Withdrawal

Amount ($)

Brokerage Name Select a brokerage Other (Enter new...)

Cancel Save Transaction

Log Stock Trade

Trade Date

Ticker Symbol

Transaction Type BUY SELL

Shares / Quantity

Execution Price ($)

Close Specific Lot (Optional) Use FIFO (oldest lot first) Choose a lot only when you want to close from that exact lot; sell shares cannot exceed lot shares.

Cancel Save Trade

Log Option Trade

Trade Date

Underlying Ticker

Action Sell (Short / Collect Premium) Buy (Long / Pay Premium)

Option Type CALL PUT

Strike Price ($)

Expiration Date

Contracts

Premium per Share ($)

Cancel Save Option Trade

Close Option Position

Close Date

Close Premium per Share ($)

Cancel Close Position

Import Cash Flows from CSV

CSV must include: Date, Type (DEPOSIT or WITHDRAWAL), Amount, Brokerage.

Import Stock Trades from CSV

CSV must include: Date, Ticker, Type (BUY or SELL), Shares, Price.

Import Options Trades from CSV

CSV must include: Date, Ticker, Action (BUY/SELL), OptionType (CALL/PUT), Strike, Expiration, Contracts, Premium. Optional: CloseDate, ClosePremium.

Pending Portfolio Shares

Review and accept or decline portfolios shared with you.

Import from Brokerage

Successfully connected to your brokerage. Choose where to import the holdings.

Connected Brokerages

Manage your linked brokerage accounts. Sync to refresh holdings.