This is a lightweight portfolio bookkeeping tool built for investors. Every buy and sell entry is clearly recorded — assests symbol, action type, quantity, and price. All open positions are presented in a clean list, with key metrics like market value, cost basis, and unrealized P/L clearly displayed at a glance.
Quick stats give you a full picture of your account status. Number of open positions, total trades, win rate, and net P/L — all core data is right where you need it. Each position's market value weight, P/L amount, and percentage are clearly shown, so you always know how your portfolio is performing.
When you need to unlock additional features or access specific modules, a card-flip verification adds a unique twist. Find the four matching digit pairs hidden in the deck, read them from left to right and top to bottom, and you're in. Two modes — bookkeeping and verification — seamlessly switch at your fingertips.