Portfolio

Everything you own, in one honest picture.

Most people hold more than one kind of thing and see them in five different places, so nobody ever sees the whole. Put stocks, metals, real estate, bonds, commodities and private holdings next to your crypto and read the shape of it at once.

Portfolio

What it actually does

A tracker, not a brokerage. Nothing here moves your money.

Eight categories, one total

Crypto, stocks, precious metals, real estate, bonds, commodities and private investments, converted into one functional currency so the total means something.

Allocation you can argue with

Seeing the percentages is what turns a pile of holdings into a decision — most people discover their allocation is nothing like what they would have described.

Share a snapshot, keep the amounts

Post the shape of your portfolio without the numbers, so you can talk about what you are building without publishing what you are worth.

Live prices where they exist

Traded assets are priced automatically; the rest you value yourself, and the total says which is which instead of pretending everything is precise.

Start with what you can list from memory

Nobody fills this in one sitting. The first three entries are enough to see the point.