01
Bring holdings in
Import or add a trade. US symbols validated so junk never lands in free slots.
import · trade
How it works
Scroll the story. Each step is what you actually do in the app.
Import or add a trade. US symbols validated so junk never lands in free slots.
Live prices, P/L, allocation — one portfolio view that doesn’t vanish into tabs.
Stock panel: charts, SimFin derived metrics, PE/PS you can trust.
Tips on the ticker — your thesis, not someone else’s timeline.
Publish a clean share page — charts + metrics, no login for the reader.