HADL - portfolio tracker

Teymur Ataev

About this app

**HADL** is an app for tracking your investment portfolio’s performance. We are not a broker — HADL is a convenient tool for managing assets, monitoring portfolio changes, and evaluating investment results.

**THIS APP IS FOR YOU IF YOU:**

1. Have found your investing zen, trade mid- to long-term, and don’t overuse leverage.
2. Have the mindset of a “whale” investor — buying the dip and rebalancing at the highs.

**TRACK STOCKS, BONDS, ETFs, FUTURES, CRYPTO, DEPOSITS, AND CUSTOM ASSETS WITH EASY REBALANCING**

* Import trades via T-Invest API, Sberbank and VTB reports, Bybit and MEXC APIs
* Support for short positions, MOEX futures, and leverage (supported but not encouraged)
* Push notifications for target prices, new coupons, dividends, and other payments (flexibly configured, no spam)
* AI-powered asset reviews for quicker investment decisions
* Add custom assets (deposits, real estate, mining rigs, etc.) in any currency and update prices manually
* Asset category management with target allocations and clear deviation visualization to simplify rebalancing (sell what’s up, buy what’s down)
* Composite portfolios

We welcome your feedback and ideas for improving the app on Telegram: **@tim_ataev**
Active contributors will always have free access.

**FOCUS ON INDIVIDUAL TRANSACTIONS, NOT AVERAGE PRICES**
A key difference from other apps: each purchase is tracked individually with its own sale and profit calculation. We don’t force FIFO accounting — you can sell any lot, e.g., the most profitable one to lock in gains or the most unprofitable one to realize losses. Full transparency and control.

* Add trades in two taps — just choose the asset and quantity.
* Exchange rates and asset prices fill in automatically.
* Transaction chains: specify purchase sources (currencies, stablecoins), sale targets, conversions between assets, or credit dividends and coupons as currency.
* Choose the exchange for each trade — portfolio diversification across exchanges made simple.
* All buys and sells are displayed on the asset chart with icons of different sizes for quick visual insight.

**SMART ASSET PICKING FOR LONG-TERM INVESTMENTS**
Powerful bond and crypto screeners: filter by substitutes or floaters, exclude defaults, and sort by yield (after taxes). Sort crypto assets by investment attractiveness.

**USEFUL NOTIFICATIONS**

* Smart AI insights about your portfolio’s current state
* Updates on new transactions or payments from imported T portfolios
* Customizable price alerts
* Notifications about new trades in public investor portfolios

**OTHER ADVANTAGES**

* Compare your portfolio performance with global indices or any assets (see, for example, how your crypto portfolio outperforms Bitcoin)
* Share your portfolio flexibly with your audience; subscribers automatically get updates on new trades
* Add rewards as assets (stocks or crypto) — great for tracking mining and staking
* Simple, universal tracking for bank deposits
* Display portfolio charts and results in USD, a secondary currency of your choice, and cryptocurrency — all with historical FX conversion at the time of each transaction
* Create unlimited portfolios, clone them, and export/import in Excel format
* Bond and crypto screeners with investment scoring (15 criteria for crypto assets)
* Filter portfolios and upcoming payments by category or asset
* Move trades and assets between portfolios easily

What’s new

- portfolio health: a new card with a quick answer to the question of whether everything is okay with the portfolio — it shows the key indicator as a score from 1 to 100, the level of diversification, maximum drawdowns, volatility, etc.
- the TWR metric is now calculated (in the portfolio health card)
- related transactions are now grouped with parent ones for easier tracking and are shown when tapping the parent, while only parent transactions appear in the main list