Investment Tracking

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Investment Tracking

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Re-encrypts holdings with a new PIN-derived key. Forgotten PIN cannot be recovered.

Investment Tracking

Yellow = enter here Company Stocks Credit ETF Cash $
Company Stocks
$0.00
Credit
$0.00
ETF
$0.00
CASH
$0.00
Crypto
$0.00
All holdings
$0.00

Current prices

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Override wins if filled; else Auto. OTC/credit tickers may need override. CASH has no price.

Manual entry always available

Holdings by Account

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Equities/ETFs: shares × price. CASH: enter $ amounts (not shares). Schwab: Roth IRA + Individual. Fidelity: Roth IRA + IRA + Individual.

By account type

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Roth / IRA / Individual across both brokers.

Crypto

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BTC in bitcoin (up to 8 decimals), ETH in ether. Not split by broker.

Data stored only on this device · Locks after ~60s idle or when tab is hidden