Invested Portfolio
$0
Current Allocation
Available to invest
$0
Target accuracy
0%
Holdings
0
Holdings
Holdings are your current positions. Targets are set in the Strategy tab.| Ticker | Value | Current % | Target % |
|---|
Holdings
Edit current positions
| Ticker | Value (USD) |
|---|
Total $0
Fix the issues above to enable saving.
Strategy
Set your target allocation
Total 0%
Fix the issues above to enable saving.
New Contribution
Configure today's contribution
Skip a position rather than buy less than this
Limit how many positions get a buy this round
0 = exact amounts, no rounding
Use fractional shares
Assumed on — no share-price data is tracked, so amounts are in dollars
On
New contributions only
This app never sells existing holdings
On
Resolve the issues above to continue.
Pre-flight Check
Review before generating your plan
No changes will be made to your account.
Recommended buys
Use your cash to move closer to target.
Total to invest
$0
Projected Allocation
Comparison after investing
| Ticker | Target | Current | After |
|---|
Below target
At/Above current
At target
What this means
Your portfolio is better aligned with your targets.
Mark as Completed only after you've actually made the purchases — it updates your holdings. Save as Planned just keeps the recommendation for later.
Confirm Purchases
Adjust amounts if what you actually bought differs from the recommendation.
Total invested $0
Activity
Planned and completed contributions
No saved plans yet.
Settings
Currency
Data
About
All data is stored only on this device. Nothing is sent to a server. Use Export/Import to move data between devices.