Zyphir

Greenix

About this app

This is a professional-grade bookkeeping and trend analysis solution designed for fund investors. Every fund purchase is recorded with precision — capturing fund name, ticker/ISIN, category, units, average cost, current price, and purchase date — ensuring complete and structured data entry. All holdings are presented in a clean card-based interface, with invested capital, average cost per unit, market value, realized and unrealized P&L, and percentage returns all clearly displayed for instant review.

The integrated trend analysis module transforms your ledger data into actionable insights. A dynamically generated monthly portfolio valuation chart visualizes your asset growth trajectory over time, enabling you to track performance trends at a glance. Key metrics — including peak month, top performer, net P&L, and overall return rate — are surfaced prominently for informed decision-making.

For secure access to sensitive modules, a card-flip verification mechanism provides an additional layer of protection. Locate the four matching digit pairs within the deck, sequence them correctly, and gain entry. Bookkeeping and verification modes operate seamlessly side by side, giving you full control.

Designed for investors who demand accuracy, clarity, and complete data sovereignty in tracking their fund portfolios.