Take Control of Your Investments: A Smarter Way to Manage Stocks and Dividends
Detailed Portfolio Overview
Get an instant snapshot of your holdings, market value, profit/loss, and diversification. Your dashboard updates as markets move so you're never out of touch with your investments.
Track Individual Securities
View detailed performance for each stock in your portfolio.
Dividend Tracking & Income Reports
Never miss a payout. View upcoming dividend dates and expected amounts at a glance, alongside a complete history of past dividend payments. Get automatic updates on ex-dividend and payment dates.
Transaction History & Trade Management
Easily add or import buy/sell transactions, dividend incomes. Every trade you make is recorded and linked to your holding performance for accurate cost basis and gain calculations.
Import from Brokerages
Upload CSV/QIF files to sync trades and balances automatically. No more manual entry just clean, accurate data you can trust.
Try It Yourself or Collaborate With Us
Interested in trying it out or helping shape the future of smart investing? Reach out to collaborate we’d love to hear from investors, analysts, and developers alike.