Investment Ledger
Log buys, sells, dividends, reinvestments, fees, contributions, and withdrawals. This is optional, but it improves cash-flow-adjusted performance tracking.
Long-term reminder
Investing is about long-term performance. Do not make major decisions based only on short-term market swings or one red day.
Investment Activity
Track buys, sells, dividends, reinvestments, contributions, withdrawals, and fees so performance can be separated from cash flow.
Net External Cash Flow
$0.00
Contributions minus withdrawals
Dividends Logged
$0.00
Cash + reinvested dividends
Buys / Sells Logged
$0.00 / $0.00
Trade totals after recorded fees
Estimated Performance
$0.00
Snapshot change minus external cash flow
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Performance estimate is intentionally rough until enough snapshots and activity history exist. It uses portfolio snapshot change minus external contributions/withdrawals, so it is a directional indicator rather than a tax or brokerage-grade return calculation.