Add holdings, track real-time profit and loss across currencies, set up recurring investments, and read advanced portfolio analytics.
You can run several portfolios and switch between them with the selector at the top. Add a holding by searching for a symbol, then entering the number of shares, your purchase price, the purchase currency, and an optional note. The platform validates the symbol before saving it.
Each holding stores its purchase currency and, where relevant, the historical exchange rate at the time of purchase. A display-currency switcher converts the whole portfolio into the currency you want to read it in, so a position bought in one currency and reported in another is translated correctly.
Beyond a single profit-and-loss number, the portfolio surfaces the context that explains performance.