Improvement

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.



