Features

Everything StockInvestor does, with screenshots from the app itself.

Getting started

Keep separate portfolios for each account or goal. Each one has its own trades, holdings and returns.

Record the CDS account each portfolio belongs to, so your records line up with your broker and the depository.

Pro plan

Bring in your history from Excel and export trades, holdings and statements to Excel or PDF.

Quantity, average cost, market value and unrealised gain for every share you own, restated after each corporate action.

Cash dividends with withholding tax, so you see both what was declared and what reached your account.

Bonus issues, rights issues, splits and consolidations are applied to your holdings for you.

Get an email when a share crosses the price you care about.

Pro plan

Portfolio value over time, allocation by share and sector, and XIRR at a glance.

Pro plan

Realised gain, dividend income, charges and XIRR for any date range, ready to download.

Premium plan

Filter and sort the market by value, quality and momentum scores.

Premium plan

Every listed share with its price history, fundamentals and scores.

Premium plan

The biggest risers and fallers over the periods you choose.

Pro plan

Try an idea in a simulated portfolio before you put real money in.

Pro plan

Work out a new average cost before you buy, or what a price move would do to your holdings.

Pro plan

A short email each week with how your portfolios moved.

Sign-up is invite-only during early access.