Portfolios
📁
Manage Your Investment Portfolios
The Portfolio Manager lets you organise your stock and ETF holdings into separate portfolios, track their performance, and compare them against a market benchmark.
- ✓ Group assets into multiple named portfolios
- ✓ Track cost basis, current value, and P&L per holding
- ✓ Visualise allocation with charts
- ✓ Compare performance against SPY, QQQ, and more
Options
📋
Track Your Options Positions
This page lets you manage and monitor options contracts — both long and short — across all your portfolios in one place.
- ✓ Track calls and puts (long & short)
- ✓ See live P&L per position as prices update
- ✓ Get buy-to-close alerts when profit targets are hit
- ✓ Simulate option scenarios before you trade
Cash
💵
Track Your Cash Holdings
The Cash Tracker lets you record idle cash and deposits held in any currency and see their combined value in your chosen display currency at the latest exchange rate.
- ✓ Record cash in any currency (USD, EUR, HUF, …)
- ✓ Auto-convert to your selected display currency
- ✓ See total cash value in the portfolio summary