Investing

Public market data, fetched only for the tickers you hold or watch. It's the one thing the app sends to the internet, and it sends a symbol — never your holdings, balances or identity.

Yes. A holding can carry individual lots — shares, price paid and date — rather than one blended average, which is what you need when only part of a position is sold.

Cost basis is optional. Without it a holding still tracks its value; you just don't see gain or loss, and the row says “No cost basis” rather than “$0.00”, because those are very different claims.

With lots recorded, the Tax Preparation Pack can show what a sale looks like against them.

Yes — chart your holdings against an index over the same period and read the two lines together.

One thing to read carefully: the portfolio line prices your CURRENT shares at past prices. It is what you hold today, valued backwards through time — not a record of the trades you actually made. That makes it the right tool for “how has this basket done” and the wrong one for “how have I done”, which depends on when you bought.

Because mutual funds don't have an intraday price. They're valued once, after the close, so a fund's number legitimately sits still while stocks move — it isn't a stale reading.

You can plan it. Set up an auto-invest plan with the amount, the schedule and the holdings, and the app tracks the contributions and what they bought against your plan.

It does not move real money or place a trade — no app that keeps your data on your own device can. It is the record and the projection, and you make the transfer at your brokerage.

Yes — coins are held and priced alongside your stocks and funds, and they count into net worth the same way. Prices come from a public market source; history on the free tier goes back a year.

There are two, and they are not the same fact:

• Beside the PRICE, per share — what one share moved today. “+$1.29” means the price went from $348.96 to $350.25.
• In the POSITION figure, for the whole holding — what your holding moved. On 286 shares, that same move is “+$372”.

Use the column header to switch it between market value, today's change and total return.

By SHARE COUNT, not by value — you type how many shares you really hold, not what the position is worth.

A correction is added at your average cost, so your return does not move when you fix a share count. Reconciling on value instead would silently rewrite your gain or loss, which is the number most people are actually watching.