New feature: New

See how each holding actually did

Every asset now has its own performance chart, and you can lay the S&P 500 over the top. Ranges run from one day to your whole history.

A portfolio line with a benchmark line and trade markers along it

A portfolio total tells you where you are. It does not tell you which holding got you there.

Open any asset and you get its own line, over any range from 1D to Max. Add a few to the main chart at once and they draw together, each in its own colour.

Something to measure against

Lay the S&P 500 over your portfolio to see whether the year was you or the market. You can also compare one of your portfolios against another.

The small things

  • Your trades are marked on the line, so a step up has a visible cause.
  • 1D and 1W draw at five minute resolution while the market is open.
  • The chart takes keyboard focus. Arrow keys walk the points, and Ctrl plus arrow jumps between trades.

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.