01
Unify the moving pieces
Daily movement, allocation drift, P&L, and account context sit together instead of being reconciled across tabs.
unified
Features
A central workspace for the whole investment record.
Investment Tracker brings holdings, trade history, allocation targets, journal notes, and reporting into one connected operating layer.
Visual centralization path
Watch scattered activity become one investment record.
The page should not make you read every feature to understand the product. Scroll through the layers: each surface connects until the workspace has a single usable picture.
01
Source records
Trade activity arrives from different places.
Imports, broker sync, and manual entries start as separate rows, symbols, fees, and dates before they join the same ledger.
02
Unified model
Holdings and targets connect.
Positions, balances, accounts, and target allocation sit in one view so movement no longer needs spreadsheet stitching.
03
Attached context
Journal notes explain the numbers.
Strategy, entries, exits, and fees stay beside the performance record instead of disappearing into separate notes.
04
Central output
Reports use the connected record.
P&L, account behavior, journal outcomes, and allocation movement become one action-ready view.
Source records
128
Trade activity arrives from different places.
Imports, broker sync, and manual entries start as separate rows, symbols, fees, and dates before they join the same ledger.
Unified model
2.8%
Holdings and targets connect.
Positions, balances, accounts, and target allocation sit in one view so movement no longer needs spreadsheet stitching.
Attached context
9
Journal notes explain the numbers.
Strategy, entries, exits, and fees stay beside the performance record instead of disappearing into separate notes.
Central output
+3.1%
Reports use the connected record.
P&L, account behavior, journal outcomes, and allocation movement become one action-ready view.
Product tour
Four surfaces, one connected record.
The product is organized around centralization: bring in records, connect positions, attach intent, and review outcomes from the same workspace.
Portfolio
Holdings and allocation share one view
$248K
market value
See market value, day movement, unrealized P&L, realized YTD, and allocation drift without leaving the connected dashboard.
Connection path25%
01
Portfolio filters
02
Target allocation deltas
03
Trading balances
Use this tour as the product map: each surface is useful alone, but strongest when it feeds the same investment record.
Outcomes
Designed to replace fragmented finance workflows.
02
Bring every source into one ledger
Imports can be previewed before commit, broker sync stays optional, and manual records use the same destination.
source
03
Keep decisions attached
Journal entries preserve why a trade happened, how it was managed, and what the outcome looked like beside the performance record.
connected
Data path
From scattered records to one source of truth.
01
Trades arrive through CSV import, broker sync, or manual entry.
02
Positions, accounts, and portfolios join the same model.
03
Allocation targets and journal notes add context in place.
04
Reports read from the centralized record.
Next step
Start with one source, then centralize the rest.
Use manual records first, add broker sync later, and bring each finance surface back to the same workspace.