New feature: New

Export anytime, leave anytime

Excel and PDF exports are open to every account, lapsed ones included. Closing your account is now one confirmation instead of a support email.

A portfolio leaving as an Excel file and a PDF

A tracker that makes your own numbers hard to take with you is not looking after them. Two changes, both in the same direction.

Export is never gated

Every signed-in account can export to Excel or PDF, including one whose trial has ended or whose subscription lapsed. Subscribing buys you the ability to keep adding to your portfolio. It was never meant to hold the data hostage.

Leaving takes one confirmation

Delete your account from the account menu. Type DELETE, confirm, and it happens straight away: holdings, transactions, portfolios and broker links all go, and any active subscription is cancelled first so you are not billed for an account that no longer exists.

Leaving is not a paid feature. The delete button works whether or not your subscription is current.

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.