Current Allocation
Holdings
Holdings are your current positions. Targets are set in the Strategy tab.| Ticker | Value | Current % | Target % |
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Holdings
Edit current positions
| Ticker | Value (USD) |
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Fix the issues above to enable saving.
Strategy
Set your target allocation
Fix the issues above to enable saving.
New Contribution
Configure today's contribution
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.
Projected Allocation
Comparison after investing
| Ticker | Target | Current | After |
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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.
Activity
Planned and completed contributions
Settings
Currency
Display
Data
About
All data is stored only on this device. Your holdings and amounts are never sent anywhere; with ticker logos on, only the ticker symbols are used to fetch logo images. Use Export/Import to move data between devices.