Docs
A guide to every feature: dashboards, trade entry, connections, security and more.
Your home screen for "where do I stand today?". It gives you headline totals, net-worth trend, how you're split across holdings, and the detail behind every …
Read more →A snapshot of everything you hold right now, with current value, what you invested, realized gains and total profit/loss. View it line by line, or group rows…
Read more →A complete list of every trade and balance adjustment you've recorded, newest first. Use it to review what changed, narrow down to a period or counterparty, …
Read more →The one place where the current price of each ticker lives. This page shows what each ticker is worth in your ledger's base currency now, which source keeps …
Read more →Track the yield on your interest-bearing holdings (savings, money-market, lending, staking) as well as what your liabilities cost. You type the annual rate f…
Read more →Projects your net worth decades ahead: from your real holdings toward your financial-independence (FI) target. The projection blends what the ledger already …
Read more →A weekly, AI-written digest of news on your largest holdings.
Read more →Every change to your holdings is a trade: value leaves one holding and enters another. Deposits, withdrawals, conversions, salary, interest and dividends are…
Read more →Make a clean image of your portfolio to share. It is built entirely in your browser. Nothing is uploaded, and portfolio, provider and ticker names never appe…
Read more →Everything you set up once and rarely touch: connected accounts, automations, importing and exporting your data, how the app looks, what alerts you get, and …
Read more →Set a target mix for your portfolio by asset class, then get told when your actual allocation drifts away from it, so you know when it's time to rebalance.
Read more →A periodic email summarising how your net worth moved, so you have a reason to check back in without living in the app. Set it up under Settings → Notificati…
Read more →Connect your exchanges, wallets and brokers with read-only API keys so their balances sync automatically. Keys are stored encrypted and are write-only. Once …
Read more →Connecting a bank goes through Enable Banking, a service that links to EU banks. You register your own free Enable Banking app rather than sharing one, so it…
Read more →Move data in and out of the app: add your holdings from any statement or spreadsheet, backfill your net-worth history, download or restore a full backup, or …
Read more →Check your net worth and log trades from a Telegram chat, using your own private bot. You create the bot, so its token stays on your instance and your messag…
Read more →Let your own AI assistant or scripts work with your ledger: ask for your net worth, log a trade, record a balance change. Access goes through personal tokens…
Read more →Krosos tracks your net worth: every holding you own (and owe) becomes a line with a quantity and a price, and the dashboard adds them up into one number you …
Read more →Share your environment with a partner or family member. Members sign in with their own Google account (no password sharing) and see and edit everything: the …
Read more →Track a home (or any real estate) as a holding that revalues itself over time, with an optional mortgage that pays itself down every month, the way your bank…
Read more →Estimate the tax due on your realized gains and investment income, computed from the transactions you've logged. The engine matches every sale against what y…
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