Track snapshots, growth, and daily movement.
Combined and individual balances across saved snapshots
Select a row to see allocation and activity.
| Date/Time | Total Value | Change | Person 1 | Person 2 | Joint | Actions |
|---|---|---|---|---|---|---|
| No snapshots saved yet. Go to the main portfolio page and click "Save Snapshot" to start tracking your portfolio history. | ||||||
Snapshots record portfolio value, ownership totals, and allocation at a point in time. Select any table row to inspect its breakdown and holding activity.
History is stored locally. Export your portfolio regularly so browser-data removal cannot erase your snapshots.