WealthLog: Portfolio Tracker

ClearStack Apps

Ukuthenga ngaphakathi nohlelo

Mayelana nalolu hlelo lokusebenza

I-WealthLog iyiphothifoliyo yokutshalwa kwezimali ngesandla kanye nokulandelela i-net-worth egcina isithombe sakho sezezimali siyimfihlo. Ayilokothi icele amaphasiwedi asebhange futhi ayilokothi ixhumane nabathengisi — uzifaka wena ezimalini zakho futhi konke kuhlala kudivayisi yakho.

OKUKWENZAYO
• Landelela ama-akhawunti okutshalwa kwezimali: umthengisi, umhlalaphansi, ibhange, impahla, i-crypto kanye nemali mboleko
• Bona inani lakho eliphelele ngemali ngayinye — amanani ezinhlobo ezahlukene zemali agcinwa ahlukene, awaguquki buthule
• I-donut yokwabiwa kwempahla nge-target-vs-actual drift, ukuze ukwazi ukubona uma ungaphandle kohlelo lwakho
• Isikrini se-Rebalance Drift ngamanani okuthenga/ukuthengisa aphakanyisiwe ukuze ubuyisele isigaba ngasinye sempahla kulokho esikuhlosile
• Qopha ama-dividends, kufaka phakathi amasheya aphinde atshalwa kabusha (i-DRIP) abuyekeza isisekelo sakho sezindleko ezimaphakathi
• Izithombe zenani eliphelele lenyanga ngoshintsho lwenyanga yonke
• Ilogi lokugeleza kwemali yamadiphozithi, ukuhoxiswa, inzalo kanye nezimali
• Imigomo yokonga kanye nenani eliphelele ngokulandelela inqubekela phambili
• Ngenisa ama-holding akho akhona kusuka ku-CSV (ukuthunyelwa kwe-Sharesight, ukuthunyelwa kwe-broker, noma yisiphi ispredishithi) ngesinyathelo esilula sokumapha ikholomu
• Thumela ama-holding akho ku-CSV bese ulondoloza konke kufayela le-JSON
• Izibalo zemali zedesimali eziqondile — inani lakho eliphelele alikaze lidlule ngama-fraction esenti
• Isebenza ngokuphelele ungaxhunyiwe ku-inthanethi. Idatha yakho ihlala kudivayisi yakho.

KUNGOKUBANI
• Abatshalizimali besikhathi eside abalandela ama-akhawunti amaningana ngesandla
• Abatshalizimali abahlukanisayo abafuna isisekelo sezindleko eziqaphela i-DRIP
• Abantu abaphishekela ukuzimela kwezezimali ababuka inzuzo engenayo ngokuhamba kwesikhathi
• Noma ubani ofuna i-portfolio tracker engaxhumani nebhange lakhe noma umthengisi

I-WealthLog iyithuluzi lokugcina amarekhodi, hhayi iseluleko sezezimali. Ayisebenzisi ukuhweba, ayixhumani nezikhungo zezimali, ayinikezi izincomo, noma ayiphathi idatha yemakethe yesikhathi sangempela. Wonke amanani afakwa nguwe.

Xhumana: [e-mail]
Ubumfihlo: https://clearstackapps.com/privacy

Yini entsha

Initial release of WealthLog. Track your investment portfolio and net worth privately, fully offline, with no broker or bank linking. Multi-currency support, asset allocation with rebalance-drift alerts, dividend and DRIP tracking, monthly snapshots, CSV import/export, and PDF export.