Add the account
Add any broker, account or asset bucket once.
Manual tracking is a deliberate choice: control, coverage for unsupported platforms, and a simple “account value” model without importing every transaction.
Update account totals yourself — ideal for unsupported platforms, niche assets and privacy-conscious workflows.
Coverage for platforms and assets that automatic sync never reaches.
One line = one broker, account or asset bucket. Update values manually whenever you want.
Add any broker, account or asset bucket once.
Update invested and current value when you review the account.
See totals, gains and allocation across all your platforms.
See the signals that matter without turning your portfolio into a trading terminal.
Diversification, concentration and risk signals in one score.
Spot the accounts contributing most to gains or losses.
See how wealth is split across investments, cash and alternatives.
Portfolio Health uses rule-based checks. Informational only — not financial advice.
P2P, property, physical gold and niche brokers fit the same model.
No bank or broker credentials — you control what gets entered.
Totals, history, allocation and Portfolio Health from your updates.
Accuracy depends on your update habit. For total-wealth visibility, periodic account totals are often enough and cover more platforms than partial API sync.
Yes, via the app’s cloud account when available — that syncs your entered data, not broker APIs.
Investors who prefer control, use many platforms, or hold assets that aggregators cannot import cleanly.
No. History and performance come from the values and dates you enter.
Free on Google Play. Manual platform updates — no broker API connection required.