Portfolios & wealth

Six independent modules for tracking what you watch, what you own, what it costs you, and what the tax bill might look like.

Watchlists

Named lists of symbols you want to keep an eye on — no positions, no ledger, just quotes.

• Add symbols by searching (crypto via CoinGecko, stocks/ETFs via Yahoo), start from a curated template (Crypto Top 10, Magnificent 7, US Index ETFs, Semiconductors), or import a Portfolio Tracker portfolio — re-importing reconciles instead of duplicating.
• Each row shows the live USD price, 24h / 3d / 7d / 30d changes, a 30-day sparkline, the exchange, and a free-form note per symbol. Sort by any column, filter by name.
• Auto-refresh per list, from every minute to daily (15 min default). The page estimates the request rate and warns before an interval risks free-API throttling. Quotes are cached server-side, so reopening the page is instant and never hits the providers.

Custom quote sources

The public sources (CoinGecko / Yahoo) work out of the box with no setup. If you have your own market-data account, the Sources tab lets you create named connectors — Watchlists' own provider accounts, kept separate from Historical Data's. Each connector has its own name, its own credentials (pasted, or picked from the Vault) and its own request limit.

• A list can pin a connector as its default source, and each symbol can override it — follow list, auto, or a specific connector.
• Per-symbol provider tickers (BTCUSDT, AAPL.US, …) are derived automatically and stay editable when a provider names a symbol differently.
• A quote that fails surfaces on its own row, so one bad symbol doesn't hide the rest of the list.

Know your plan's limits

A list backed by a custom source unlocks 5s–30s refresh intervals. Those are fast enough to burn through an API plan quickly — excess calls fail and can get your key blocked. Watch the counters in Settings → API rate.

Portfolio Tracker

Live value of your actual holdings, one portfolio per account or theme.

• Add assets by searching — crypto coins or stocks/ETFs — and record buy/sell operations (date, quantity, price, fee, note). Realized and unrealized P/L, average cost and weights are computed from the ledger.
• Trade currency per asset — each asset declares the currency its operations are entered in, so a EUR-bought share isn't logged as if it were USD. Form labels follow that currency. Spot quotes stay in USD: cost basis and realized P/L convert at each operation's own date using the Trading Journal FX rates, so a buy from three years ago keeps its historical rate. A popover in the form explains where each price comes from.
• Auto-refresh: a one-time reconcile step checks every holding against its price source; fix any that come up unresolved (or mark them manual) and enable daily auto-update — prices then refresh in the background every day.
• Per portfolio: value, cost basis, unrealized/realized/total P/L, best & worst asset, allocation by asset or class, and a value-over-time chart (day/week/month/year) that fills in as refreshes accumulate.

MyWealth

Net worth across everything — brokerage accounts, property, crypto, cash, valuables. Where Portfolio Tracker follows live-priced holdings, MyWealth tracks any asset you value yourself.

• Add assets with a name, type, currency and category, then record value updates over time (price × quantity, or a straight value, with a note). History is editable.
• Net worth chart by month or year, plus a per-category breakdown. Multi-currency with the same FX handling as the journal (assets without a rate are excluded and flagged).
• Templates — like journal templates: reserved price/quantity fields feed the value, custom fields hold notes per revision.
• Import from Portfolio Tracker — pull holdings in at today's price instead of re-typing them.

Managers' Portfolios

Browse superinvestors' 13F portfolios — what famous fund managers hold, position sizes, recent activity, reported vs current value, 52-week ranges. Filter by manager or by ticker (who holds AAPL?).

Since 13F data changes quarterly, you can save snapshots of any portfolio and compare over time.

Tax Calculator

Rough estimate of trading & investing taxes. Not tax advice.

• Profiles start from country templates (individual or professional) and remain fully editable: marginal income rate, social charges, capital-gains and dividend allowances, optional wealth-tax brackets (e.g. CH, ES, NO), long-term relief tiers.
• Enter figures in Summary mode (start/end value, contributions, withdrawals, realized share) or Itemized mode (capital gains, derivative gains, crypto gains, dividends, interest, prior losses carried).
• Load Trading Journal — with the journal installed, one click loads a tax year's realized PnL, split into capital / derivative / crypto gains, converted at the year-end FX rate.
• Results show the estimated tax with a per-item breakdown (taxable, allowance, base, rate) and the effective rate. Save scenarios to history to compare.

Subscriptions

Every recurring cost in one list — trading tools, data feeds, streaming — with price, currency, billing frequency (weekly/monthly/quarterly/yearly) and category.

You get monthly/yearly spend charts (grouped or per subscription), the monthly equivalent of each subscription, next billing dates, and totals for next month. Pause a subscription to keep it listed without counting it.