Features
A smarter way to track and understand your investments
Everything you need to see your whole portfolio clearly, and the metrics that tell you how it's really performing.
Bank-level security
Encrypted in transit and at rest on AWS. Even if someone reached the underlying data, it would remain unreadable.
Anonymous storage
Your identity is stored separately from your financial data, encrypted in AWS, protecting against breaches and exposure.
Bank & brokerage connections
Sync transactions and balances automatically through trusted integrations. Your credentials are never stored or visible to us.
Unlimited imports
Import as much as you need from Excel or CSV. No limits, no spreadsheet headaches.
Real-time calculations
Every update refreshes totals, valuations, and performance metrics so your portfolio always reflects the latest data.
Comprehensive metrics
XIRR, Cash-on-Cash, Equity Multiple, CAGR, TVPI, DPI, RVPI, Total Returns, Cost Basis, and Market Value, calculated automatically.
Diversification insights
Organize by asset class, entity, or sponsor to understand diversification and spot concentration.
Interactive charts
Analyze performance across time, asset class, account, or sponsor to spot trends fast.
Geographic exposure
Visualize where your capital is deployed across cities, regions, and markets.
AI portfolio insights
Surface trends, risks, and performance drivers with intelligent analysis built to support better decisions.
All your investments. One secure hub.
- Track performance by account, entity, and sponsor.
- Monitor Expected IRR, Cash-on-Cash, Equity Multiple, and proforma data.
- Dive into IRRs, cost basis, and market value for every holding.
- Set status Active or Closed, hide closed positions, mark K-1s received or pending.
- Export or delete an investment and all underlying transactions.
Every transaction, effortlessly tracked.
- Import from CSV or Excel, or add and update transactions on the fly.
- Track Capital Contributions, Profit & Loss, Reinvestments, Return of Capital, and Return on Capital.
- Sort and filter by date, investment name, or amount.
- Every save recalculates totals automatically, so your data is always accurate.
See how you stack up against the market.
- Benchmark any investment against the S&P 500, Nasdaq, Dow, Bitcoin, and more.
- Compare cumulative return, XIRR, annualized return, volatility, and max drawdown side by side.
- Access XIRR, CoC, Equity Multiple, Statement Value, and Total Return at investment and portfolio level.
- Compare expected vs. actual against your original IRR, CoC, and EM projections.
