New feature: New

Build your own target from any mix

Combine countries, currencies, sectors or single assets into one target with your own name, like North America at 40%.

Three bucket chips, United States, Canada and Mexico, joining into one North America target bar

A target used to name one thing: USD, Technology, one stock. Your plan might be bigger than that, like 40% in North America.

Now you can build it. Pick the United States, Canada and Mexico, call it North America, and track it as one target.

How it works

  • In Add target, tap Combine several into one target.
  • Pick from any tab: countries, currencies, sectors, categories or single assets.
  • Name it and see its share of your wallet before you add it.
  • It gets the same bar, band and buy or sell amount as any other target.

A holding that matches two of your picks counts once, so a US stock in dollars is never counted twice.

Follow along in your reader

Every post lands in the feed the moment it ships. Paste the address into Feedly, NetNewsWire or whichever reader you already use.

Open the feed

Stop rebuilding the spreadsheet. Start reading one number.

Connect a broker or import a file, and your whole portfolio is on one screen in the currency you actually spend.