Workspace
USD
Total Value
Updating…
Cost: $0.00
Annualised Return
Updating…
Total P&L
Updating…
Recent P&L
Updating…
Total Value
Annualised Return
Total P&L
Recent P&L
Theme
Light mode
Language
Language used across the interface. Numbers and dates follow the same choice.
Base Currency
All portfolio values are converted to this currency. Changing it recalculates everything using live FX rates.
Let Claude (or another AI assistant) read this portfolio and give you analysis and recommendations. Your holdings stay in this browser until you turn this on.
Add some positions first.
A summary of this portfolio — holdings, values, returns and allocation — is stored on the server under a secret link. Anyone with the link can read it, so treat it like a password. It is not indexed or searchable.
The summary refreshes every time you open this app. Disconnect and the link stops working immediately; leave it unused for 30 days and it deletes itself.
Your transaction history, notes and personal details are never shared. Custom connectors need a paid Claude plan.
Claude connector setup guideRates used to convert your holdings into USD — the previous settled daily close (≈ yesterday), not today’s live spot, so values stay reproducible. Security prices are live. Updates when you press Refresh.
Loading rates…
Tax estimates (beta)WIP
Still under development — turn on to reveal the Taxes board and the "Est. Tax if Sold" column.
0.1.0+10e333aa0 · 2026-10-14