Investment Tracker
Bring portfolios, trade imports, allocation targets, journal notes, and reports into one command center instead of chasing decisions across disconnected tools.
Positions, balances, and account groups stay together so you can see which holdings changed and where they sit.
Decide whether the growth sleeve needs a rebalance, a note, or no action.
Every surface feeds the same investment story.
The product value is not another chart. It is the connection between records, positions, allocation targets, journal context, and reports that used to live apart.
Records stop living in separate files.
Imports, broker sync, and manual entries flow toward the same reviewed ledger.
Accounts and positions share one model.
Positions, balances, and allocation drift appear together instead of being reconciled by hand.
Notes explain the numbers in place.
Journal notes stay attached to the trades, fees, exits, and results they explain.
Reports use the full picture.
Reports turn centralized records and context into a short list of follow-up decisions.
Replace scattered finance tools with one connected workspace.
Investment Tracker pulls records, accounts, allocations, notes, and reports into a shared operating layer so the whole portfolio story is visible together.
Put accounts, holdings, and targets together.
Positions, accounts, balances, and allocation targets sit in one model so movement is visible without spreadsheet stitching.
One workflow connects inputs, context, and decisions.
Step through how the workspace turns scattered data sources into one usable operating picture.
Gather every record path
Preview imports, broker sync, and manual records before they enter the same investment ledger.
One workspace can still keep clear boundaries.
Centralization is the product promise. Authentication, same-origin API calls, and registration controls support that promise without making privacy the headline.
Read security notesExplore featuresCentralized records stay behind authenticated workspace routes.
Browser API calls use the web app host through the same-origin proxy.
Registration controls support private previews when needed.
Broker sync is optional; CSV imports and manual records feed the same workspace.
See how much of the investment picture is connected.
Use this checklist to show how imports, accounts, targets, notes, and reports become more valuable when they live together.
Answer practical questions before asking for data.
These answers explain how records arrive, how the connected workspace fits together, and why journal context belongs next to portfolio performance.
Read all questionsIt centralizes holdings, imported trades, allocation drift, journal notes, and performance patterns so the investment record is not split across tools.
No. Broker sync can be enabled when credentials are configured, but CSV imports and manual records remain first-class ways to build the same ledger.
Imports can be staged and reviewed first. That gives the workspace a chance to surface malformed rows, duplicate records, and source-file context before records join the ledger.
A trade record explains what happened. The journal explains why it happened, how it was managed, and what should be checked before the next review.
Centralize the investment record before the next decision.
Import a sample file, connect a broker later, or start with manual accounts. Each path feeds the same workspace instead of creating another silo.
Bring each source into one ledger.
CSV imports, manual entries, and broker sync stop living in separate workflows.