Overview01
Portfolio Value
Track portfolio value versus invested cost over time.
The investing workspace to
Add
your portfolio with confidence
Add your portfolio, shape a custom dashboard around your workflow, and use the Learn experience plus in-app explainers to build confidence as you go.
Different dashboard examples
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Add
Bring in your existing holdings quickly, then keep them updated in one place.
Customise
Build a dashboard with the widgets and views that match how you invest.
Learn
Use beginner-friendly guidance and component explainers to grow confidence.
Widget Library
Dashboard widgets you can add
Mix and match focused modules to build a dashboard that fits how you actually invest.
Overview02
Stock Split
See portfolio allocation by stock or sector, by value or cost.
Overview03
Dividend Split
Understand where dividend income comes from across holdings and sectors.
Overview04
Price Change
Compare top gainers and decliners with selectable timeframes.
Calendar05
Month View
View dividend dates, earnings, and related events in a calendar layout.
Calendar06
Estimated Dividends
Project monthly dividend income to plan your expected cash flow.
Calendar07
Fair Value Discounts
Check fair value versus current price to spot potential discounts.
Targets08
Income Planner
Plan income goals and track progress against your dividend target.
Targets09
Growth Planner
Set growth targets and monitor progress toward long-term outcomes.
Targets10
Diversification
Compare actual allocation with your target mix to guide rebalancing.
Targets11
Goals
Set and manage investing goals so your dashboard stays objective-led.
Targets12
Smart Alerts
Get contextual alerts that flag risk, concentration, and routine gaps.
Targets13
Strategy Journal
Record decisions, theses, and outcomes to improve investing discipline.
Targets14
Wishlist
Track potential ideas separately from active portfolio holdings.
Widget15
Legend
Add a reusable stock/sector legend widget for chart readability.
Ready to build your custom investing dashboard?
Plans & Pricing
All users start on Learner. Learner is FREE. Upgrade flow for paid tiers is coming soon.
Learner
FREEDefault tier for every new account. Always free.
- Ad-supported experience
- Up to 20 stocks in portfolio
- Daily price and news refresh
- No AI features
Investor
For active tracking with faster data and imports.
- No adverts
- Up to 40 stocks in portfolio
- Hourly price and news refresh
- Portfolio import + monthly emailed reports
- No AI features
Investor Pro
Full feature access.
- Everything in Investor
- Unlimited portfolio size
- Fastest refresh cadence
- AI portfolio insights
- AI report generation
Learner is free and includes adverts with no AI. Investor Pro includes all platform features.