New feature: New

More detail in your returns row

Tap Income for where it comes from, Realized for each sale, see what each currency you hold is worth and how it moved, and the average fee. The FIRE card shows what is left to reach your goal.

A dialog with three figures at the top and three horizontal bars below, each filled to a different share of the whole

The row under your goal cards now lets you dig into the figures that matter most.

What you will see

  • Income says all time, and tapping it shows dividends, interest, rewards and rent, each with how much it paid, its share of the total and a bar.
  • Realized shows your latest sale and its result. Tap it for every sale, newest first, with the gain or loss on each.
  • Today shows your biggest foreign currency with its flag and what its move since yesterday did to what you hold in it, in money and in percent, green or red. Hold several and you can open the full list.
  • Fees shows the average fee under the total. Tap it for every commission, account fee and expense, newest first.

On the FIRE card, the line under your goal now says how much is left to reach it, and how far past it you are once you get there. The income it used to show lives in the Income breakdown.

Amounts are after any tax withheld at source, and follow the portfolio you have selected.

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.