Track assets, measure appreciation, and monitor portfolio health β with a privacy-first design. All data is stored locally on your device.
Set a PIN and a security question to protect your dashboard.
Create a PIN + security question. This app stores everything locally.
Enter your PIN to access your portfolio.
Answer your security question to set a new PIN.
Track value, appreciation, liquidity and risk. Export anytime to JSON or CSV.
Live summary from your local portfolio data.
Enter purchase + current value to calculate appreciation & performance.
Diversification, risk spread, liquidity balance, and performance highlights.
Totals by category (current value).
Flags for liquidity and category concentration.
Export JSON (full backup) or CSV (asset list). Import JSON to restore.
Import a previously exported JSON file.
This is a personal tool. Your portfolio data is stored locally in your browser storage on this device.
β No cloud database β’ β No backend server β’ β No automatic syncing β’ β No background data transmission
Important: Clearing browser data, reinstalling the browser, or changing devices can remove stored information. Use JSON Backup regularly.