Daily Investment Tracker
Track crypto, stocks, funds and gold with a daily diary, calendar, contribution goals and reports.
Opening saved data…
Privacy mode is on. Financial details are hidden.
Market data unavailable until configured.
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Markets
Sentiment unavailable until enabled.
Prices are periodically refreshed indicative quotes. This is not a real-time execution feed. Demo prices are never used to value holdings.
Crypto calculators & workflow tools
Recently used
Crypto Profit Calculator
Fee-aware profit, cash outlay and ROI with an explicit investment budget.
Simple DCA Projection
A scheduled projection with a stated hypothetical price path, not a historical backtest.
Impermanent Loss Calculator
Compare a 50/50 constant-product pool with holding the same assets.
Position Size Calculator
Choose size from your account risk and stop distance.
SIP Calculator
Model monthly contributions with an assumed annual effective return.
Lump Sum Calculator
Compound one investment under a hypothetical annual return.
Simplified Liquidation Estimate
An isolated linear-contract estimate with explicit maintenance margin.
Manual Gas Fee Estimator
Estimate execution cost from manual gas units, gwei and ETH price.
APY / APR Converter
Convert nominal APR and effective APY using a compounding frequency.
Fee-Aware Break-Even
Calculate the sale price needed to recover purchase and exit fees.
Capital-Gain Scenario Estimator
Apply a manual scenario rate to a positive gain; no jurisdiction-specific tax rules.
ROI Calculator
Measure net return and a geometric annualized scenario.
Unified Trade Planner
Plan size, stops, targets, fees, slippage and capital in one workflow.
CSV Transaction Importer
Map columns, normalize dates and assets, preview errors and merge without duplicates.
Portfolio Rebalancing Planner
Convert target percentages into fee-aware proposed buys and sells.
Trading Journal
Save plans, record actual fills and review outcomes on this device.
Historical DCA Backtester
Backtest dated purchases from price CSVs or quota-controlled historical data.
Fee-Aware Transfer Comparison
Compare manually entered all-in transfer route costs and received amounts.
Portfolio Stress Tester
Explore per-asset shocks and concentration using manual or known holding values.
Portfolio
Add or edit a holding
Watchlist
Crypto news
External headlines from Cointelegraph. Source articles open on the publisher’s website.
Beginner glossary
- Cost basis
- The amount used as the acquisition cost of a holding; tax rules may use different methods.
- Slippage
- The difference between a planned price and execution price.
- Stop loss
- A planned exit level. Gaps and execution constraints can increase realized losses.
- Risk / reward
- Estimated target profit divided by the risk budget.
- Drawdown
- A decline from an earlier peak. Historical DCA here reports asset-price drawdown.
- Maintenance margin
- The collateral requirement for keeping a leveraged position open.
- APR and APY
- APR is a nominal annual rate; APY includes compounding.
- Cached data
- Previously fetched prices shared between visitors; their timestamp is always shown.
Backup & restore
Includes holdings, watchlist, favorites, recent tools, plans, journal, transactions, history and beginner settings. Legacy calculator history is retained.
Clearing browser data removes local records. Restore previews before applying; merge keeps existing holdings and skips duplicate records. Replacement requires confirmation.
YOUR MONTH IN REVIEW
Monthly investment review
Contributions, income, fees, goals and journal outcomes from saved records.
Back to dashboardMonthly financial details hidden
Personal review notes
HELPFUL ANSWERS
Frequently asked questions
Answers for Monthly Investment Review.
What does a monthly review include?
The selected month’s diary cash flows, saved observations, journal outcomes and review notes. Each record family keeps its own meaning.
Are purchases counted as new contributions?
No. Deposits are external contributions; purchases and sales are internal activity. Review withdrawals and fees separately.
Where are my records saved?
Saved financial records stay in this browser on this device. Use Settings to download a full JSON backup. Clearing browser site data can delete local records.
Can I try the website without entering real information?
Use Load sample data to open a fictional sample portfolio. Review / clear samples shows the affected records before clearing them. Real records remain separate; cleared samples are recoverable for 30 days.
What is the difference between a report and a backup?
PDF, Excel and CSV reports contain the selected results or records. A full JSON backup preserves the workspace, settings and supported record types for restoration. Confirm a downloaded file was actually saved.
Will my old website data appear here?
On the same browser profile and exact origin, legacy local-storage data migrates when the new database is first created. If this database already exists, import an old version 13 JSON backup through Settings. Original calculation summaries appear on their calculator pages; missing inputs are not invented.