Build a portfolio

Set an amount and a starting date — however far back —, split it across your assets, and add what has happened since: contributions, buys, sells, withdrawals.

Building a portfolio takes an account

Creating an account takes a minute, it is free, and nothing obliges you to show it on the leaderboard — a portfolio stays private until you decide otherwise.

Build your portfolio, paper or real: stocks, cryptocurrencies, ETFs, commodities, savings accounts and currencies.
Simulation and backtest.
Follow how it moves, day by day.
Compare it with other portfolios or with financial assets.

The portfolio

Name

For example: My portfolio, My cryptos, Aggressive portfolio, Conservative portfolio…

Description (optional)

Currency

Starting amount

Starting date

Even an old one: the portfolio is then measured from that date, on the prices of the time.

The allocation

Enter how much goes into each asset. Whatever is left stays on your cash line.

Management

Rebalancing

Brings every line back to its starting share. Without rebalancing, the portfolio page shows the starting and current allocations side by side.

Recurring contribution

Split along the starting allocation. Leave at zero for no contribution.

Movements

What has happened since the starting date: a buy, a sell, a capital contribution, a withdrawal. Buys and sells go through your cash line.

Visibility

Cancel