Features
Take control of your investments! Track diverse assets, pick your risk style (play it safe, stay balanced, or go bold), and get smart portfolio recommendations backed by data. See your current vs target allocations at a glance, manage your holdings easily, and keep your investment strategy perfectly balanced.
- Easy Asset Tracking
- Add and manage all your investments in one place, from stocks and bonds to real estate and digital currencies.
- Personal Risk Assessment
- Choose your investing style with simple conservative, balanced, or aggressive options that match your comfort level.
- Smart Portfolio Analysis
- Get clear, visual recommendations showing how to adjust your investments to better match your goals.
- Investment Progress Tracking
- Save and track your portfolio changes over time, with easy options to export your data whenever you need it.
- Mobile-Friendly Design
- Check and update your portfolio from any device with an interface that works smoothly on phones and tablets.
- Visual Investment Guide
- See colorful charts that make it simple to understand where your money is invested and where it should be.
Build with Macaron
"Let's create your smart portfolio planner! Drop in all your assets right from the start—cash, stocks, bonds, real estate, crypto, you name it. Pick your investing style (play it safe, stay balanced, or go bold), and watch as your ideal allocation map lights up. Charts will show you exactly where you stand, with clear ranges for each risk level: Conservative keeps risky moves under 40%, Balanced plays the 40-60% field, and Aggressive goes all in at 60%+. Save your plan, grab a report, or start fresh—it's all smooth sailing on any device."
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