9:41

{{ screen==='home'?'Folio':screen==='accounts'?'Accounts':screen==='analytics'?'Analytics':'Transactions' }}

{{ modal==='transaction'?'New transaction':accountDraft.id?'Update balance':'New account' }}

Amount {{ transactionCurrency }}AccountTransaction dateNote optionalExternal cash flow (affects ROI). Uncheck for investment income.

Account name

CurrencyType

Current balance · {{ accountDraft.currency }}

Saving creates a balance snapshot for today. Your previous history is retained.

Private by default

Your data stays in this browser. No sign-in, servers, or balance uploads.

You’re viewing the sample portfolio from the reference.

Rates are entered manually and stored locally. USDT is treated as 1 USD.

Folio · Offline portfolio