Bring recorded investments, completed trade results and goal progress into one view. Understand what matters, why it matters and a grounded next step—without handing over control of your assets.
Evidence-led • Risk-Aware • User-controlled
Research and recommendations do not automatically place trades or rebalance holdings.
Separate completed-trade results from the value of positions still held. Missing cost or valuation evidence is labelled unavailable.
Review concentration, liquidity and valuation freshness, and compare a goal's assigned investments with its saved plan.
Review supported broker records and manually recorded investments together. Current values depend on available quotes or manual valuations.
Performance & P&L explains what is recorded, what is missing and what you can review next. A deposit, withdrawal or manual revaluation is not automatically an investment return.
Realized results come from recorded completed trades. Unrealized results describe positions still held. Known current loss contributors are shown without inventing company or market-event causes. Missing evidence stays unavailable, not zero.
Review concentration, liquidity, derivatives and valuation freshness. Growth scenarios show their starting value, assumed annual rates and formula—not forecasts or guaranteed returns. F&O contract notional and goal budgets are not owned investment capital.
In Account settings, choose monthly, quarterly or annual reports—or leave the frequency at Never. Reports distinguish completed-period realized P&L from generation-time holdings and all-time totals. Private report pages require your account login.
Illustrations exclude new contributions, withdrawals, taxes, fees and inflation. Reports depend on available records; email delivery depends on your account email and the configured delivery service. Research, Monitoring items and reports do not automatically buy, sell or rebalance investments.
Start free with Growth →Review your recorded investments, goals and available evidence. You decide whether and how to act.