01
Sources
Which records need to come together?
CSV preview, broker sync, manual entries
One reviewed ledger instead of separate source trails.
Workflow
From scattered finance inputs to one connected workflow.
Investment Tracker is shaped around centralization first: collect records, connect accounts and targets, attach context, then decide from the full picture.
Centralized path
Four questions turn separate surfaces into one workspace.
02
Model
How do accounts, holdings, and targets relate?
Holdings, account groups, allocation targets
One portfolio model that shows drift in context.
03
Context
What explains the numbers?
Strategy notes, entry logic, status, fees
Decision context attached to the performance record.
04
Output
What does the full picture say?
Reports, P&L summaries, watchlist context
A clear next step from the centralized workspace.
Connected workflow
One workflow connects inputs, context, and decisions.
Step through how the workspace turns scattered data sources into one usable operating picture.
Sources
Gather every record path
Preview imports, broker sync, and manual records before they enter the same investment ledger.
128
rows staged
CSV rows matched01
Broker fills synced02
Manual account added03
Cadence
Built for one connected workspace, not one-off reports.
The same workspace can support a quick daily scan, a weekly portfolio review, and a slower monthly check-in because the records already live together.
Cadence map
3
connected timeframes
01
Daily
Connect
02
Weekly
Compare
03
Monthly
Plan
01
Daily
Connect
Position movement, new records, and open journal entries in one daily view.
02
Weekly
Compare
Target allocation, realized P&L, and account-level behavior from the same model.
03
Monthly
Plan
Recurring strategy patterns and portfolio changes before adjusting the plan.