Improvement

Holdings: The full story of every position

Holdings: The full story of every position

Holdings: The full story of every position

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Every holding has a story. Click any holding row and a detail panel opens, showing the full history of that position from first investment to today.

A complete holding history: Every event in the life of a holding — purchases, sales, valuations, and conversions, laid out in full.

Significant moves — anything above 10% are flagged automatically with a percentage badge. Runs of minor valuation changes are collapsed so the signal doesn't get buried in the noise.

Conversions, fully tracked: A conversion shows up in both the original security and the one it converted into — so the full path is always visible.

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