Coming soon
Investment Portfolio Tracking
Track your investment portfolios alongside your business finances. Import balance snapshots from Interactive Brokers (Flex Query XML) and Nordnet (Salkkuraportti PDF), or enter values manually. See total NAV, cash vs. holdings breakdown, and month-over-month changes.
Portfolio summary with total value, cash balance, and monthly change
IBKR Flex Query XML import for automated balance tracking
Nordnet Salkkuraportti PDF import with AI-powered data extraction
Historical portfolio chart with per-account filtering